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LeClair Wealth Partners’s Lockheed Martin LMT Stock Holding History

LeClair Wealth Partners’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 		$214K Buy
+419
New +$227K 0.11% 126
2026
Q1 		– Sell
-419
Closed -$203K – 152
2025
Q4 		$203K Sell
419
-5
-1% -$2.39K 0.12% 106
2025
Q3 		$212K Buy
+424
New +$192K 0.13% 96
2025
Q1 		– Sell
-425
Closed -$207K – 103
2024
Q4 		$207K Buy
+425
New +$232K 0.14% 94

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

LeClair Wealth Partners's LMT Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Lockheed Martin (LMT) in Q2 2026: 419 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in LMT as recently as Q4 2025.

LeClair Wealth Partners first reported a position in LMT in Q4 2024 and has held it in 4 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • LeClair Wealth Partners held 419 shares of Lockheed Martin worth $214K as of Q2 2026.
  • Lockheed Martin was a new LeClair Wealth Partners position in Q2 2026.
  • Lockheed Martin made up 0.11% of LeClair Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • LeClair Wealth Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 4 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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