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Journey Beyond Wealth’s Lockheed Martin LMT Stock Holding History

Journey Beyond Wealth’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 		$384K Hold
754
– – 0.3% 22
2026
Q1 		$456K Sell
754
-150
-17% -$92.4K 0.39% 21
2025
Q4 		$437K Hold
904
– – 0.35% 23
2025
Q3 		$451K Sell
904
-20
-2% -$9.07K 0.37% 22
2025
Q2 		$428K Sell
924
-31
-3% -$14.5K 0.36% 22
2025
Q1 		$427K Sell
955
-290
-23% -$133K 0.4% 22
2024
Q4 		$605K Buy
+1,245
New +$679K 0.57% 19

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Journey Beyond Wealth's LMT Position: Q2 2026 in Review

Journey Beyond Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 754 shares worth $384K. The position accounts for 0.3% of the portfolio, ranked #22.

Journey Beyond Wealth first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $605K in Q4 2024. 1,966 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Journey Beyond Wealth held 754 shares of Lockheed Martin worth $384K as of Q2 2026.
  • Journey Beyond Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.3% of Journey Beyond Wealth's portfolio in Q2 2026, its #22 holding.
  • Journey Beyond Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Journey Beyond Wealth's Lockheed Martin position peaked at $605K in Q4 2024.
  • 1,966 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.