JTWM
LMT icon

Jackson Thornton Wealth Management’s Lockheed Martin LMT Stock Holding History

Jackson Thornton 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 		$582K Sell
1,143
-309
-21% -$167K 0.05% 129
2026
Q1 		$891K Buy
1,452
+166
+13% +$102K 0.08% 66
2025
Q4 		$671K Buy
1,286
+817
+174% +$391K 0.06% 84
2025
Q3 		$241K Buy
+469
New +$213K 0.02% 232

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

Jackson Thornton Wealth Management's LMT Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Lockheed Martin (LMT) stake by 21% in Q2 2026, selling an estimated $167K and leaving 1,143 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #129.

Jackson Thornton Wealth Management first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $891K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,143 shares of Lockheed Martin worth $582K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 309 Lockheed Martin shares in Q2 2026, an estimated $167K.
  • Lockheed Martin made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Jackson Thornton Wealth Management first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Lockheed Martin position peaked at $891K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.