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IBEX Wealth Advisors’s Lockheed Martin LMT Stock Holding History

IBEX Wealth Advisors’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
-1,149
Closed -$694K – 218
2026
Q1 		$694K Buy
+1,149
New +$708K 0.06% 134
2024
Q1 		– Sell
-1,000
Closed -$567K – 135
2023
Q4 		$567K Buy
+1,000
New +$443K 0.12% 73
2022
Q3 		– Sell
-564
Closed -$242K – 158
2022
Q2 		$242K Sell
564
-18
-3% -$7.9K 0.06% 138
2022
Q1 		$257K Buy
+582
New +$236K 0.05% 143
2021
Q1 		– Sell
-14,892
Closed -$5.29M – 121
2020
Q4 		$5.29M Buy
14,892
+278
+2% +$102K 1.38% 23
2020
Q3 		$5.6M Sell
14,614
-639
-4% -$244K 1.63% 16
2020
Q2 		$5.57M Sell
15,253
-221
-1% -$83.5K 1.79% 12
2020
Q1 		$5.25M Sell
15,474
-4,196
-21% -$1.65M 2.04% 9
2019
Q4 		$7.66M Buy
19,670
+928
+5% +$356K 2.35% 8
2019
Q3 		$7.31M Buy
18,742
+3,985
+27% +$1.5M 2.43% 8
2019
Q2 		$5.36M Buy
14,757
+201
+1% +$67.2K 1.55% 13
2019
Q1 		$4.37M Buy
14,556
+667
+5% +$196K 1.53% 16
2018
Q4 		$3.64M Sell
13,889
-179
-1% -$54.3K 1.66% 16
2018
Q3 		$4.89M Sell
14,068
-4,253
-23% -$1.37M 1.75% 17
2018
Q2 		$6.1M Hold
18,321
– – 2.44% 6
2018
Q1 		$6.1M Buy
18,321
+57
+0.3% +$19.4K 2.48% 6
2017
Q4 		$5.99M Buy
18,264
+47
+0.3% +$14.8K 2.65% 8
2017
Q3 		$5.78M Sell
18,217
-36
-0.2% -$10.7K 2.14% 6
2017
Q2 		$5.21M Buy
18,253
+1,423
+8% +$391K 2.05% 6
2017
Q1 		$4.49M Buy
16,830
+927
+6% +$243K 2.77% 7
2016
Q4 		$4.1M Buy
15,903
+510
+3% +$127K 1.96% 8
2016
Q3 		$3.69M Buy
+15,393
New +$3.85M 2.02% 10

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

IBEX Wealth Advisors's LMT Position: Q2 2026 in Review

IBEX Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 1,149 shares — an estimated $694K sold.

IBEX Wealth Advisors first reported a position in LMT in Q3 2016 and held it in 22 quarters. The position peaked at $7.66M in Q4 2019. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • IBEX Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,149 Lockheed Martin shares in Q2 2026, an estimated $694K.
  • IBEX Wealth Advisors first reported a position in Lockheed Martin in Q3 2016 and held it in 22 quarters.
  • IBEX Wealth Advisors's Lockheed Martin position peaked at $7.66M in Q4 2019.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.