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Invenio Wealth Partners’s Lockheed Martin LMT Stock Holding History

Invenio Wealth Partners’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
-374
Closed -$226K – 94
2026
Q1 		$226K Sell
374
-103
-22% -$63.4K 0.09% 85
2025
Q4 		$231K Sell
477
-29
-6% -$13.9K 0.09% 87
2025
Q3 		$253K Buy
506
+32
+7% +$14.5K 0.09% 86
2025
Q2 		$220K Buy
+474
New +$222K 0.09% 90
2025
Q1 		– Sell
-414
Closed -$201K – 99
2024
Q4 		$201K Buy
414
+24
+6% +$13.1K 0.08% 99
2024
Q3 		$228K Buy
+390
New +$209K 0.1% 94

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

Invenio Wealth Partners's LMT Position: Q2 2026 in Review

Invenio Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 374 shares — an estimated $226K sold.

Invenio Wealth Partners first reported a position in LMT in Q3 2024 and held it in 6 quarters. The position peaked at $253K in Q3 2025. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Invenio Wealth Partners reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Invenio Wealth Partners sold 374 Lockheed Martin shares in Q2 2026, an estimated $226K.
  • Invenio Wealth Partners first reported a position in Lockheed Martin in Q3 2024 and held it in 6 quarters.
  • Invenio Wealth Partners's Lockheed Martin position peaked at $253K in Q3 2025.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.