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Lifeworks Advisors’s Lockheed Martin LMT Stock Holding History

Lifeworks Advisors’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 		$763K Buy
1,497
+17
+1% +$9.19K 0.08% 159
2026
Q1 		$895K Sell
1,480
-35
-2% -$21.6K 0.11% 138
2025
Q4 		$733K Buy
1,515
+200
+15% +$95.7K 0.09% 168
2025
Q3 		$657K Buy
1,315
+177
+16% +$80.3K 0.09% 177
2025
Q2 		$527K Buy
1,138
+20
+2% +$9.36K 0.08% 188
2025
Q1 		$499K Buy
1,118
+642
+135% +$296K 0.08% 181
2024
Q4 		$231K Sell
476
-573
-55% -$312K 0.04% 273
2024
Q3 		$613K Sell
1,049
-53
-5% -$28.5K 0.12% 144
2024
Q2 		$515K Buy
1,102
+248
+29% +$115K 0.14% 128
2024
Q1 		$388K Buy
854
+12
+1% +$5.26K 0.11% 147
2023
Q4 		$381K Sell
842
-384
-31% -$170K 0.13% 144
2023
Q3 		$502K Buy
1,226
+404
+49% +$179K 0.2% 121
2023
Q2 		$378K Sell
822
-188
-19% -$87.3K 0.16% 119
2023
Q1 		$477K Buy
1,010
+289
+40% +$136K 0.23% 106
2022
Q4 		$351K Buy
721
+48
+7% +$22.3K 0.2% 95
2022
Q3 		$328K Buy
+673
New +$281K 0.19% 99

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

Lifeworks Advisors's LMT Position: Q2 2026 in Review

Lifeworks Advisors increased its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, buying an estimated $9.19K and bringing the position to 1,497 shares worth $763K. The position accounts for 0.08% of the portfolio, ranked #159.

Lifeworks Advisors first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $895K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Lifeworks Advisors held 1,497 shares of Lockheed Martin worth $763K as of Q2 2026.
  • Lifeworks Advisors bought 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #159 holding.
  • Lifeworks Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's Lockheed Martin position peaked at $895K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.