IWA
LMT icon

Icon Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Icon 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 		$338K Sell
664
-11
-2% -$5.95K 0.02% 324
2026
Q1 		$344K Sell
675
-3,600
-84% -$2.22M 0.02% 302
2025
Q4 		$2.07M Sell
4,275
-8
-0.2% -$3.83K 0.14% 106
2025
Q3 		$2.14M Sell
4,283
-112
-3% -$50.8K 0.15% 107
2025
Q2 		$2.04M Sell
4,395
-9
-0.2% -$4.21K 0.14% 112
2025
Q1 		$1.97M Sell
4,404
-340
-7% -$157K 0.16% 104
2024
Q4 		$2.31M Buy
4,744
+328
+7% +$179K 0.19% 91
2024
Q3 		$2.58M Sell
4,416
-54
-1% -$29K 0.21% 83
2024
Q2 		$2.42M Sell
4,470
-50
-1% -$23.1K 0.22% 81
2024
Q1 		$2.06M Sell
4,520
-730
-14% -$320K 0.19% 96
2023
Q4 		$2.38M Buy
+5,250
New +$2.33M 0.25% 81
2022
Q4 		$4.04M Sell
8,305
-6
-0.1% -$2.79K 0.46% 58
2022
Q3 		$3.21M Buy
+8,311
New +$3.47M 0.39% 64

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

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

Icon Wealth Advisors reduced its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, selling an estimated $5.95K and leaving 664 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #324.

Icon Wealth Advisors first reported a position in LMT in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.04M in Q4 2022. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Icon Wealth Advisors held 664 shares of Lockheed Martin worth $338K as of Q2 2026.
  • Icon Wealth Advisors sold 11 Lockheed Martin shares in Q2 2026, an estimated $5.95K.
  • Lockheed Martin made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #324 holding.
  • Icon Wealth Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Lockheed Martin position peaked at $4.04M in Q4 2022.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.