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
2019 Q3	–	Sell	-1	Closed	-$4K	–	256
2019 Q2	$4K	Buy	+1	New	+$335	﹤0.01%	368

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.