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Keyvantage Wealth’s Lockheed Martin LMT Stock Holding History

Keyvantage 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 		$495K Sell
973
-4
-0.4% -$2.16K 0.19% 57
2026
Q1 		$591K Buy
977
+4
+0.4% +$2.46K 0.26% 57
2025
Q4 		$470K Sell
973
-14
-1% -$6.7K 0.2% 64
2025
Q3 		$493K Sell
987
-67
-6% -$30.4K 0.21% 62
2025
Q2 		$488K Sell
1,054
-68
-6% -$31.8K 0.22% 59
2025
Q1 		$501K Sell
1,122
-204
-15% -$93.9K 0.24% 54
2024
Q4 		$644K Buy
+1,326
New +$723K 0.46% 38

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

Keyvantage Wealth's LMT Position: Q2 2026 in Review

Keyvantage Wealth reduced its Lockheed Martin (LMT) stake by 0.41% in Q2 2026, selling an estimated $2.16K and leaving 973 shares worth $495K. The position accounts for 0.19% of the portfolio, ranked #57.

Keyvantage Wealth first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $644K in Q4 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Keyvantage Wealth held 973 shares of Lockheed Martin worth $495K as of Q2 2026.
  • Keyvantage Wealth sold 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
  • Lockheed Martin made up 0.19% of Keyvantage Wealth's portfolio in Q2 2026, its #57 holding.
  • Keyvantage Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's Lockheed Martin position peaked at $644K in Q4 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.