Kiley Juergens Wealth Management’s Lockheed Martin LMT Stock Holding History

Kiley Juergens 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	$1.48M	Buy	2,904 +25	+0.9%	+$13.5K	0.23%	81
2026 Q1	$1.74M	Buy	+2,879	New	+$1.77M	0.31%	59
2025 Q3	–	Sell	-13,097	Closed	-$6.07M	–	80
2025 Q2	$6.07M	Buy	+13,097	New	+$6.13M	1.4%	15
2018 Q4	–	Sell	-457	Closed	-$158K	–	382
2018 Q3	$158K	Hold	457	–	–	0.12%	117
2018 Q2	$135K	Buy	+457	New	+$147K	0.12%	112
2018 Q1	–	Sell	-442	Closed	-$141K	–	379
2017 Q4	$141K	Buy	+442	New	+$139K	0.13%	100

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Kiley Juergens Wealth Management's LMT Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Lockheed Martin (LMT) stake by 0.87% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,904 shares worth $1.48M. The position accounts for 0.23% of the portfolio, ranked #81.

Kiley Juergens Wealth Management first reported a position in LMT in Q4 2017 and has held it in 6 quarters since. The position peaked at $6.07M in Q2 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Kiley Juergens Wealth Management held 2,904 shares of Lockheed Martin worth $1.48M as of Q2 2026.
Kiley Juergens Wealth Management bought 25 Lockheed Martin shares in Q2 2026, an estimated $13.5K.
Lockheed Martin made up 0.23% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #81 holding.
Kiley Juergens Wealth Management first reported a position in Lockheed Martin in Q4 2017 and has held it in 6 quarters since.
Kiley Juergens Wealth Management's Lockheed Martin position peaked at $6.07M in Q2 2025.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.