Lakeridge Wealth Management’s Lockheed Martin LMT Stock Holding History

Lakeridge 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	$405K	Sell	795 -4	-0.5%	-$2.16K	0.15%	121
2026 Q1	$483K	Buy	799 +71	+10%	+$43.7K	0.21%	96
2025 Q4	$352K	Buy	728 +6	+0.8%	+$2.87K	0.16%	119
2025 Q3	$361K	Sell	722 -20	-3%	-$9.07K	0.16%	104
2025 Q2	$343K	Buy	742 +4	+0.5%	+$1.87K	0.16%	109
2025 Q1	$330K	Buy	738 +30	+4%	+$13.8K	0.16%	110
2024 Q4	$344K	Buy	708 +4	+0.6%	+$2.18K	0.18%	106
2024 Q3	$412K	Sell	704 -86	-11%	-$46.2K	0.23%	86
2024 Q2	$369K	Buy	790 +3	+0.4%	+$1.39K	0.22%	92
2024 Q1	$358K	Sell	787 -15	-2%	-$6.57K	0.23%	85
2023 Q4	$364K	Buy	+802	New	+$355K	0.26%	79

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

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

Lakeridge Wealth Management reduced its Lockheed Martin (LMT) stake by 0.5% in Q2 2026, selling an estimated $2.16K and leaving 795 shares worth $405K. The position accounts for 0.15% of the portfolio, ranked #121.

Lakeridge Wealth Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $483K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Lakeridge Wealth Management held 795 shares of Lockheed Martin worth $405K as of Q2 2026.
Lakeridge Wealth Management sold 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
Lockheed Martin made up 0.15% of Lakeridge Wealth Management's portfolio in Q2 2026, its #121 holding.
Lakeridge Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Lockheed Martin position peaked at $483K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.