LifeSteps Financial’s Lockheed Martin LMT Stock Holding History

LifeSteps Financial’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	$130K	Buy	+256	New	+$138K	0.06%	129
2024 Q2	–	Sell	-485	Closed	-$221K	–	258
2024 Q1	$221K	Hold	485	–	–	0.17%	77
2023 Q4	$220K	Buy	+485	New	+$215K	0.19%	75
2023 Q2	–	Sell	-424	Closed	-$200K	–	73
2023 Q1	$200K	Hold	424	–	–	0.21%	64
2022 Q4	$206K	Buy	+424	New	+$197K	0.21%	69
2021 Q4	–	Sell	-653	Closed	-$225K	–	81
2021 Q3	$225K	Sell	653 -113	-15%	-$40.9K	0.17%	79
2021 Q2	$290K	Sell	766 -58	-7%	-$22.3K	0.22%	70
2021 Q1	$304K	Hold	824	–	–	0.25%	67
2020 Q4	$293K	Sell	824 -86	-9%	-$31.6K	0.27%	58
2020 Q3	$349K	Hold	910	–	–	0.37%	46
2020 Q2	$332K	Hold	910	–	–	0.38%	45
2020 Q1	$308K	Hold	910	–	–	0.35%	54
2019 Q4	$354K	Buy	+910	New	+$349K	0.33%	58

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LifeSteps Financial's LMT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Lockheed Martin (LMT) in Q2 2026: 256 shares worth $130K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in LMT as recently as Q1 2024.

LifeSteps Financial first reported a position in LMT in Q4 2019 and has held it in 13 quarters since. The position peaked at $354K in Q4 2019. 1,193 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

LifeSteps Financial held 256 shares of Lockheed Martin worth $130K as of Q2 2026.
Lockheed Martin was a new LifeSteps Financial position in Q2 2026.
Lockheed Martin made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #129 holding.
LifeSteps Financial first reported a position in Lockheed Martin in Q4 2019 and has held it in 13 quarters since.
LifeSteps Financial's Lockheed Martin position peaked at $354K in Q4 2019.
1,193 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.