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Legacy Wealth Management (Idaho)’s Lockheed Martin LMT Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-60
Closed -$36.3K – 615
2026
Q1 		$36.3K Buy
60
+2
+3% +$1.23K 0.02% 313
2025
Q4 		$28.1K Sell
58
-30
-34% -$14.4K 0.01% 285
2025
Q3 		$43.9K Buy
88
+60
+214% +$27.2K 0.02% 185
2025
Q2 		$13K Sell
28
-2
-7% -$936 0.01% 282
2025
Q1 		$13.4K Sell
30
-50
-63% -$23K 0.01% 290
2024
Q4 		$35.6K Buy
80
+5
+7% +$2.73K 0.02% 148
2024
Q3 		$41.8K Buy
+75
New +$40.3K 0.02% 131

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

Legacy Wealth Management (Idaho)'s LMT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 60 shares — an estimated $36.3K sold.

Legacy Wealth Management (Idaho) first reported a position in LMT in Q3 2024 and held it in 7 quarters. The position peaked at $43.9K in Q3 2025. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 60 Lockheed Martin shares in Q2 2026, an estimated $36.3K.
  • Legacy Wealth Management (Idaho) first reported a position in Lockheed Martin in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Lockheed Martin position peaked at $43.9K in Q3 2025.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.