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McMill Wealth Management’s Lockheed Martin LMT Stock Holding History

McMill 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 		$344K Hold
676
– – 0.08% 48
2026
Q1 		$409K Hold
676
– – 0.11% 44
2025
Q4 		$327K Hold
676
– – 0.09% 47
2025
Q3 		$337K Hold
676
– – 0.1% 45
2025
Q2 		$312K Buy
676
+1
+0.1% +$468 0.1% 43
2025
Q1 		$302K Buy
675
+3
+0.4% +$1.38K 0.11% 43
2024
Q4 		$327K Buy
+672
New +$366K 0.13% 41

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

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

McMill Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 676 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #48.

McMill Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $409K in Q1 2026. 2,778 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • McMill Wealth Management held 676 shares of Lockheed Martin worth $344K as of Q2 2026.
  • McMill Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.08% of McMill Wealth Management's portfolio in Q2 2026, its #48 holding.
  • McMill Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • McMill Wealth Management's Lockheed Martin position peaked at $409K in Q1 2026.
  • 2,778 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.