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IMG Wealth Management’s Lockheed Martin LMT Stock Holding History

IMG 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 		$93.7K Sell
184
-6
-3% -$3.24K 0.05% 158
2026
Q1 		$115K Sell
190
-9
-5% -$5.54K 0.07% 135
2025
Q4 		$96.3K Buy
199
+14
+8% +$6.7K 0.06% 135
2025
Q3 		$92.4K Sell
185
-5
-3% -$2.27K 0.06% 128
2025
Q2 		$88K Buy
190
+15
+9% +$7.02K 0.07% 127
2025
Q1 		$78.2K Buy
175
+5
+3% +$2.3K 0.07% 119
2024
Q4 		$82.6K Buy
+170
New +$92.7K 0.08% 112

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

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

IMG Wealth Management reduced its Lockheed Martin (LMT) stake by 3.2% in Q2 2026, selling an estimated $3.24K and leaving 184 shares worth $93.7K. The position accounts for 0.05% of the portfolio, ranked #158.

IMG Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • IMG Wealth Management held 184 shares of Lockheed Martin worth $93.7K as of Q2 2026.
  • IMG Wealth Management sold 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
  • Lockheed Martin made up 0.05% of IMG Wealth Management's portfolio in Q2 2026, its #158 holding.
  • IMG Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Lockheed Martin position peaked at $115K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.