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High Point Wealth Management’s Lockheed Martin LMT Stock Holding History

High Point Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.4K Hold
40
– – 0.02% 187
2026
Q1 		$24.2K Buy
+40
New +$24.6K 0.02% 182

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

High Point Wealth Management's LMT Position: Q2 2026 in Review

High Point Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 40 shares worth $20.4K. The position accounts for 0.02% of the portfolio, ranked #187.

High Point Wealth Management first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.2K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • High Point Wealth Management held 40 shares of Lockheed Martin worth $20.4K as of Q2 2026.
  • High Point Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #187 holding.
  • High Point Wealth Management first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • High Point Wealth Management's Lockheed Martin position peaked at $24.2K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.