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Jeppson Wealth Management’s Lockheed Martin LMT Stock Holding History

Jeppson 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 		$9.79M Sell
19,224
-419
-2% -$227K 2.89% 4
2026
Q1 		$11.9M Sell
19,643
-1,216
-6% -$749K 3.72% 4
2025
Q4 		$10.1M Sell
20,859
-717
-3% -$343K 3.19% 4
2025
Q3 		$10.8M Sell
21,576
-215
-1% -$97.5K 3.44% 4
2025
Q2 		$10.1M Sell
21,791
-323
-1% -$151K 3.49% 4
2025
Q1 		$9.88M Buy
22,114
+494
+2% +$227K 3.62% 3
2024
Q4 		$10.5M Buy
21,620
+103
+0.5% +$56.1K 3.81% 4
2024
Q3 		$12.6M Sell
21,517
-430
-2% -$231K 4.51% 3
2024
Q2 		$10.3M Buy
21,947
+23
+0.1% +$10.6K 3.91% 4
2024
Q1 		$9.97M Buy
21,924
+173
+0.8% +$75.8K 3.87% 3
2023
Q4 		$9.86M Sell
21,751
-81
-0.4% -$35.9K 4.08% 3
2023
Q3 		$8.93M Buy
21,832
+227
+1% +$101K 4.09% 3
2023
Q2 		$9.95M Sell
21,605
-198
-0.9% -$91.9K 4.33% 3
2023
Q1 		$10.3M Buy
21,803
+152
+0.7% +$71.3K 4.49% 3
2022
Q4 		$10.5M Sell
21,651
-556
-3% -$258K 4.43% 4
2022
Q3 		$8.58M Buy
22,207
+415
+2% +$173K 3.89% 4
2022
Q2 		$9.37M Buy
21,792
+5,961
+38% +$2.62M 4.03% 4
2022
Q1 		$6.99M Sell
15,831
-1,421
-8% -$576K 3.26% 4
2021
Q4 		$6.13M Sell
17,252
-437
-2% -$151K 2.96% 4
2021
Q3 		$6.1M Buy
17,689
+650
+4% +$235K 3.18% 3
2021
Q2 		$6.45M Sell
17,039
-18
-0.1% -$6.92K 3.51% 3
2021
Q1 		$6.3M Buy
17,057
+1,622
+11% +$556K 3.75% 3
2020
Q4 		$5.48M Buy
15,435
+1,979
+15% +$727K 3.64% 4
2020
Q3 		$5.16M Buy
+13,456
New +$5.14M 4.04% 3

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

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

Jeppson Wealth Management reduced its Lockheed Martin (LMT) stake by 2.1% in Q2 2026, selling an estimated $227K and leaving 19,224 shares worth $9.79M. The position accounts for 2.89% of the portfolio, ranked #4.

Jeppson Wealth Management first reported a position in LMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q3 2024. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Jeppson Wealth Management held 19,224 shares of Lockheed Martin worth $9.79M as of Q2 2026.
  • Jeppson Wealth Management sold 419 Lockheed Martin shares in Q2 2026, an estimated $227K.
  • Lockheed Martin made up 2.89% of Jeppson Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Jeppson Wealth Management first reported a position in Lockheed Martin in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Lockheed Martin position peaked at $12.6M in Q3 2024.
  • 2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.