MW
LMT icon

Maia Wealth’s Lockheed Martin LMT Stock Holding History

Maia Wealth’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 		$1.7M Buy
3,332
+30
+0.9% +$16.2K 0.25% 112
2026
Q1 		$2M Buy
3,302
+18
+0.5% +$11.1K 0.34% 89
2025
Q4 		$2.09M Sell
3,284
-569
-15% -$272K 0.36% 81
2025
Q3 		$1.74M Sell
3,853
-47
-1% -$21.3K 0.29% 95
2025
Q2 		$1.81M Buy
3,900
+72
+2% +$33.7K 0.34% 78
2025
Q1 		$1.82M Buy
3,828
+80
+2% +$36.8K 0.41% 64
2024
Q4 		$1.89M Buy
3,748
+8
+0.2% +$4.36K 0.41% 60
2024
Q3 		$2.11M Sell
3,740
-42
-1% -$22.6K 0.52% 47
2024
Q2 		$1.75M Buy
+3,782
New +$1.75M 0.53% 49
2023
Q4 		$538K Buy
+1,187
New +$526K 0.22% 93

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

Maia Wealth's LMT Position: Q2 2026 in Review

Maia Wealth increased its Lockheed Martin (LMT) stake by 0.91% in Q2 2026, buying an estimated $16.2K and bringing the position to 3,332 shares worth $1.7M. The position accounts for 0.25% of the portfolio, ranked #112.

Maia Wealth first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q3 2024. 2,781 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Maia Wealth held 3,332 shares of Lockheed Martin worth $1.7M as of Q2 2026.
  • Maia Wealth bought 30 Lockheed Martin shares in Q2 2026, an estimated $16.2K.
  • Lockheed Martin made up 0.25% of Maia Wealth's portfolio in Q2 2026, its #112 holding.
  • Maia Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's Lockheed Martin position peaked at $2.11M in Q3 2024.
  • 2,781 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.