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Marks Group Wealth Management’s Lockheed Martin LMT Stock Holding History

Marks Group 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 		$543K Buy
+1,066
New +$576K 0.05% 258
2026
Q1 		– Sell
-828
Closed -$400K – 350
2025
Q4 		$400K Buy
+828
New +$396K 0.04% 258
2024
Q2 		– Sell
-2,224
Closed -$1.01M – 297
2024
Q1 		$1.01M Sell
2,224
-159
-7% -$69.7K 0.11% 169
2023
Q4 		$1.08M Sell
2,383
-235
-9% -$104K 0.12% 162
2023
Q3 		$1.07M Sell
2,618
-212
-7% -$94.1K 0.13% 155
2023
Q2 		$1.3M Sell
2,830
-3,158
-53% -$1.47M 0.15% 144
2023
Q1 		$2.83M Buy
5,988
+378
+7% +$177K 0.36% 96
2022
Q4 		$2.73M Buy
5,610
+433
+8% +$201K 0.37% 92
2022
Q3 		$2M Buy
5,177
+561
+12% +$234K 0.3% 99
2022
Q2 		$1.99M Buy
4,616
+661
+17% +$290K 0.29% 104
2022
Q1 		$1.75M Buy
3,955
+1,078
+37% +$437K 0.22% 115
2021
Q4 		$1.02M Buy
2,877
+567
+25% +$196K 0.12% 172
2021
Q3 		$795K Buy
2,310
+60
+3% +$21.7K 0.11% 170
2021
Q2 		$850K Buy
2,250
+86
+4% +$33.1K 0.12% 148
2021
Q1 		$796K Buy
+2,164
New +$742K 0.12% 148

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

Marks Group Wealth Management's LMT Position: Q2 2026 in Review

Marks Group Wealth Management opened a new position in Lockheed Martin (LMT) in Q2 2026: 1,066 shares worth $543K. The stake represents 0.05% of the portfolio and ranks #258 among its holdings. This is a return to the name: Marks Group Wealth Management previously reported a position in LMT as recently as Q4 2025.

Marks Group Wealth Management first reported a position in LMT in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.83M in Q1 2023. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Marks Group Wealth Management held 1,066 shares of Lockheed Martin worth $543K as of Q2 2026.
  • Lockheed Martin was a new Marks Group Wealth Management position in Q2 2026.
  • Lockheed Martin made up 0.05% of Marks Group Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Marks Group Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 15 quarters since.
  • Marks Group Wealth Management's Lockheed Martin position peaked at $2.83M in Q1 2023.
  • 2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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