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HighMark Wealth Management’s Lockheed Martin LMT Stock Holding History

HighMark 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 		$54.8K Buy
108
+1
+0.9% +$541 0.02% 163
2026
Q1 		$64.6K Sell
107
-1
-0.9% -$616 0.03% 137
2025
Q4 		$52.4K Sell
108
-48
-31% -$23K 0.02% 164
2025
Q3 		$78.1K Sell
156
-30
-16% -$13.6K 0.03% 130
2025
Q2 		$86K Buy
186
+106
+133% +$49.6K 0.04% 124
2025
Q1 		$35.9K Hold
80
– – 0.02% 155
2024
Q4 		$38.8K Sell
80
-102
-56% -$55.6K 0.02% 144
2024
Q3 		$106K Buy
182
+1
+0.6% +$537 0.06% 99
2024
Q2 		$84.5K Buy
181
+3
+2% +$1.39K 0.05% 107
2024
Q1 		$83.4K Hold
178
– – 0.05% 109
2023
Q4 		$80.9K Buy
178
+101
+131% +$44.7K 0.06% 103
2023
Q3 		$31.6K Hold
77
– – 0.03% 143
2023
Q2 		$35.3K Buy
77
+1
+1% +$464 0.03% 140
2023
Q1 		$36K Hold
76
– – 0.03% 160
2022
Q4 		$36.8K Buy
76
+1
+1% +$465 0.03% 121
2022
Q3 		$29K Hold
75
– – 0.02% 132
2022
Q2 		$32K Buy
75
+1
+1% +$439 0.03% 123
2022
Q1 		$33K Hold
74
– – 0.02% 130
2021
Q4 		$26K Buy
74
+1
+1% +$346 0.02% 153
2021
Q3 		$25K Hold
73
– – 0.02% 164
2021
Q2 		$27K Buy
73
+1
+1% +$384 0.02% 161
2021
Q1 		$27K Hold
72
– – 0.02% 147
2020
Q4 		$25K Buy
72
+1
+1% +$368 0.02% 150
2020
Q3 		$27K Hold
71
– – 0.02% 140
2020
Q2 		$26K Buy
71
+1
+1% +$378 0.03% 118
2020
Q1 		$23K Buy
70
+1
+1% +$393 0.03% 104
2019
Q4 		$27K Buy
+69
New +$26.5K 0.03% 115

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

HighMark Wealth Management's LMT Position: Q2 2026 in Review

HighMark Wealth Management increased its Lockheed Martin (LMT) stake by 0.93% in Q2 2026, buying an estimated $541 and bringing the position to 108 shares worth $54.8K. The position accounts for 0.02% of the portfolio, ranked #163.

HighMark Wealth Management first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $106K in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • HighMark Wealth Management held 108 shares of Lockheed Martin worth $54.8K as of Q2 2026.
  • HighMark Wealth Management bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #163 holding.
  • HighMark Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Lockheed Martin position peaked at $106K in Q3 2024.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.