Institute for Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Sell |
2,447
-13
| -0.5% | -$7.03K | 0.11% | 172 |
|
|
2026
Q1 | $1.49M | Sell |
2,460
-12
| -0.5% | -$7.39K | 0.16% | 144 |
|
|
2025
Q4 | $1.2M | Sell |
2,472
-55
| -2% | -$26.3K | 0.13% | 166 |
|
|
2025
Q3 | $1.26M | Sell |
2,527
-28
| -1% | -$12.7K | 0.13% | 160 |
|
|
2025
Q2 | $1.18M | Sell |
2,555
-23
| -0.9% | -$10.8K | 0.13% | 164 |
|
|
2025
Q1 | $1.15M | Hold |
2,578
| – | – | 0.15% | 159 |
|
|
2024
Q4 | $1.25M | Buy |
2,578
+11
| +0.4% | +$6K | 0.16% | 135 |
|
|
2024
Q3 | $1.5M | Sell |
2,567
-34
| -1% | -$18.3K | 0.19% | 120 |
|
|
2024
Q2 | $1.22M | Sell |
2,601
-20
| -0.8% | -$9.24K | 0.16% | 135 |
|
|
2024
Q1 | $1.19M | Sell |
2,621
-71
| -3% | -$31.1K | 0.15% | 142 |
|
|
2023
Q4 | $1.22M | Sell |
2,692
-124
| -4% | -$54.9K | 0.2% | 131 |
|
|
2023
Q3 | $1.15M | Hold |
2,816
| – | – | 0.21% | 122 |
|
|
2023
Q2 | $1.3M | Sell |
2,816
-96
| -3% | -$44.6K | 0.22% | 115 |
|
|
2023
Q1 | $1.38M | Sell |
2,912
-15
| -0.5% | -$7.03K | 0.26% | 100 |
|
|
2022
Q4 | $1.42M | Buy |
2,927
+66
| +2% | +$30.7K | 0.3% | 91 |
|
|
2022
Q3 | $1.1M | Buy |
2,861
+74
| +3% | +$30.9K | 0.25% | 107 |
|
|
2022
Q2 | $1.2M | Buy |
2,787
+147
| +6% | +$64.5K | 0.24% | 114 |
|
|
2022
Q1 | $1.17M | Buy |
2,640
+128
| +5% | +$51.9K | 0.19% | 131 |
|
|
2021
Q4 | $893K | Buy |
2,512
+85
| +4% | +$29.4K | 0.15% | 177 |
|
|
2021
Q3 | $838K | Buy |
2,427
+147
| +6% | +$53.2K | 0.15% | 178 |
|
|
2021
Q2 | $863K | Buy |
2,280
+36
| +2% | +$13.8K | 0.15% | 178 |
|
|
2021
Q1 | $829K | Buy |
2,244
+239
| +12% | +$82K | 0.16% | 174 |
|
|
2020
Q4 | $712K | Buy |
2,005
+249
| +14% | +$91.5K | 0.14% | 186 |
|
|
2020
Q3 | $673K | Sell |
1,756
-50
| -3% | -$19.1K | 0.15% | 167 |
|
|
2020
Q2 | $659K | Sell |
1,806
-9
| -0.5% | -$3.4K | 0.16% | 177 |
|
|
2020
Q1 | $615K | Buy |
1,815
+2
| +0.1% | +$787 | 0.19% | 149 |
|
|
2019
Q4 | $706K | Buy |
1,813
+10
| +0.6% | +$3.84K | 0.16% | 191 |
|
|
2019
Q3 | $703K | Sell |
1,803
-1,496
| -45% | -$563K | 0.18% | 169 |
|
|
2019
Q2 | $1.2M | Sell |
3,299
-441
| -12% | -$148K | 0.27% | 110 |
|
|
2019
Q1 | $1.12M | Buy |
+3,740
| New | +$1.1M | 0.24% | 113 |
|
|
2017
Q3 | – | Sell |
-3,729
| Closed | -$1.04M | – | 325 |
|
|
2017
Q2 | $1.04M | Buy |
+3,729
| New | +$1.02M | 0.29% | 106 |
|
Other funds holding LMT
Institute for Wealth Management's LMT Position: Q2 2026 in Review
Institute for Wealth Management reduced its Lockheed Martin (LMT) stake by 0.53% in Q2 2026, selling an estimated $7.03K and leaving 2,447 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #172.
Institute for Wealth Management first reported a position in LMT in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.5M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Institute for Wealth Management held 2,447 shares of Lockheed Martin worth $1.25M as of Q2 2026.
- Institute for Wealth Management sold 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
- Lockheed Martin made up 0.11% of Institute for Wealth Management's portfolio in Q2 2026, its #172 holding.
- Institute for Wealth Management first reported a position in Lockheed Martin in Q2 2017 and has held it in 31 quarters since.
- Institute for Wealth Management's Lockheed Martin position peaked at $1.5M in Q3 2024.
- 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.