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IAG Wealth Partners’s Lockheed Martin LMT Stock Holding History

IAG Wealth Partners’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 		– Sell
-49
Closed -$29.6K – 517
2026
Q1 		$29.6K Buy
49
+48
+4,800% +$29.6K ﹤0.01% 259
2025
Q4 		$484 Hold
1
– – ﹤0.01% 480
2025
Q3 		$499 Buy
+1
New +$454 ﹤0.01% 497
2025
Q1 		– Sell
-112
Closed -$54.4K – 519
2024
Q4 		$54.4K Buy
112
+8
+8% +$4.36K 0.01% 184
2024
Q3 		$60.8K Hold
104
– – 0.01% 169
2024
Q2 		$48.6K Buy
+104
New +$48.1K 0.01% 179
2023
Q2 		– Sell
-69
Closed -$32.6K – 474
2023
Q1 		$32.6K Sell
69
-36
-34% -$16.9K 0.01% 176
2022
Q4 		$51K Buy
105
+1
+1% +$465 0.02% 141
2022
Q3 		$40K Hold
104
– – 0.01% 141
2022
Q2 		$45K Buy
104
+1
+1% +$439 0.01% 137
2022
Q1 		$45K Buy
103
+1
+1% +$405 0.01% 148
2021
Q4 		$36K Hold
102
– – 0.01% 169
2021
Q3 		$36K Buy
102
+1
+1% +$362 0.01% 149
2021
Q2 		$39K Buy
101
+1
+1% +$384 0.01% 142
2021
Q1 		$37K Buy
+100
New +$34.3K 0.01% 135
2020
Q3 		– Sell
-8
Closed -$3K – 404
2020
Q2 		$3K Hold
8
– – ﹤0.01% 315
2020
Q1 		$3K Hold
8
– – ﹤0.01% 306
2019
Q4 		$4K Buy
+8
New +$3.07K ﹤0.01% 323

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

IAG Wealth Partners's LMT Position: Q2 2026 in Review

IAG Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 49 shares — an estimated $29.6K sold.

IAG Wealth Partners first reported a position in LMT in Q4 2019 and held it in 18 quarters. The position peaked at $60.8K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • IAG Wealth Partners reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 49 Lockheed Martin shares in Q2 2026, an estimated $29.6K.
  • IAG Wealth Partners first reported a position in Lockheed Martin in Q4 2019 and held it in 18 quarters.
  • IAG Wealth Partners's Lockheed Martin position peaked at $60.8K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.