Lodestone Wealth Management’s Lockheed Martin LMT Stock Holding History

Lodestone Wealth Management’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	$157K	Sell	308 -2	-0.6%	-$1.08K	0.06%	202
2026 Q1	$187K	Hold	310	–	–	0.07%	181
2025 Q4	$150K	Buy	+310	New	+$148K	0.06%	191
2024 Q4	–	Sell	-358	Closed	-$209K	–	157
2024 Q3	$209K	Buy	+358	New	+$192K	0.1%	144
2023 Q3	–	Sell	-454	Closed	-$209K	–	132
2023 Q2	$209K	Buy	454 +1	+0.2%	+$464	0.14%	127
2023 Q1	$214K	Buy	453 +1	+0.2%	+$469	0.17%	124
2022 Q4	$220K	Buy	+452	New	+$210K	0.18%	114

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Lodestone Wealth Management's LMT Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Lockheed Martin (LMT) stake by 0.65% in Q2 2026, selling an estimated $1.08K and leaving 308 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #202.

Lodestone Wealth Management first reported a position in LMT in Q4 2022 and has held it in 7 quarters since. The position peaked at $220K in Q4 2022. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Lodestone Wealth Management held 308 shares of Lockheed Martin worth $157K as of Q2 2026.
Lodestone Wealth Management sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.06% of Lodestone Wealth Management's portfolio in Q2 2026, its #202 holding.
Lodestone Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 7 quarters since.
Lodestone Wealth Management's Lockheed Martin position peaked at $220K in Q4 2022.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.