MW
LMT icon

MBL Wealth’s Lockheed Martin LMT Stock Holding History

MBL 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 		$477K Sell
936
-53
-5% -$28.7K 0.03% 220
2026
Q1 		$598K Buy
989
+226
+30% +$139K 0.05% 173
2025
Q4 		$369K Sell
763
-22
-3% -$10.5K 0.03% 216
2025
Q3 		$392K Buy
785
+209
+36% +$94.8K 0.03% 177
2025
Q2 		$267K Buy
576
+50
+10% +$23.4K 0.03% 207
2025
Q1 		$235K Sell
526
-10
-2% -$4.6K 0.02% 212
2024
Q4 		$260K Sell
536
-6
-1% -$3.27K 0.03% 192
2024
Q3 		$317K Buy
542
+6
+1% +$3.22K 0.03% 161
2024
Q2 		$250K Buy
536
+20
+4% +$9.24K 0.03% 174
2024
Q1 		$235K Sell
516
-10
-2% -$4.38K 0.03% 173
2023
Q4 		$238K Sell
526
-598
-53% -$265K 0.03% 159
2023
Q3 		$460K Sell
1,124
-153
-12% -$67.9K 0.06% 116
2023
Q2 		$588K Buy
1,277
+420
+49% +$195K 0.08% 102
2023
Q1 		$405K Buy
857
+29
+4% +$13.6K 0.06% 111
2022
Q4 		$403K Buy
828
+36
+5% +$16.7K 0.08% 116
2022
Q3 		$306K Buy
792
+207
+35% +$86.4K 0.07% 122
2022
Q2 		$252K Buy
585
+103
+21% +$45.2K 0.06% 119
2022
Q1 		$213K Buy
+482
New +$195K 0.05% 158
2021
Q1 		$372K Buy
+1,006
New +$345K 0.13% 107

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

MBL Wealth's LMT Position: Q2 2026 in Review

MBL Wealth reduced its Lockheed Martin (LMT) stake by 5.4% in Q2 2026, selling an estimated $28.7K and leaving 936 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #220.

MBL Wealth first reported a position in LMT in Q1 2021 and has held it in 19 quarters since. The position peaked at $598K in Q1 2026. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • MBL Wealth held 936 shares of Lockheed Martin worth $477K as of Q2 2026.
  • MBL Wealth sold 53 Lockheed Martin shares in Q2 2026, an estimated $28.7K.
  • Lockheed Martin made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #220 holding.
  • MBL Wealth first reported a position in Lockheed Martin in Q1 2021 and has held it in 19 quarters since.
  • MBL Wealth's Lockheed Martin position peaked at $598K in Q1 2026.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.