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Legacy Wealth Partners (Colorado)’s Lockheed Martin LMT Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$349K Sell
685
-17
-2% -$9.19K 0.08% 137
2026
Q1 		$424K Buy
702
+264
+60% +$163K 0.11% 108
2025
Q4 		$212K Buy
+438
New +$210K 0.05% 167

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 Partners (Colorado)'s LMT Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Lockheed Martin (LMT) stake by 2.4% in Q2 2026, selling an estimated $9.19K and leaving 685 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #137.

Legacy Wealth Partners (Colorado) first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 685 shares of Lockheed Martin worth $349K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.08% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #137 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Lockheed Martin position peaked at $424K in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.