Measured Wealth Private Client Group’s Lockheed Martin LMT Stock Holding History

Measured Wealth Private Client Group’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	$154K	Sell	302 -202	-40%	-$109K	0.04%	223
2026 Q1	$305K	Buy	504 +333	+195%	+$205K	0.08%	140
2025 Q4	$82.7K	Hold	171	–	–	0.02%	258
2025 Q3	$85.4K	Buy	+171	New	+$77.6K	0.02%	253
2021 Q1	–	Sell	-699	Closed	-$248K	–	161
2020 Q4	$248K	Sell	699 -195	-22%	-$71.7K	0.1%	119
2020 Q3	$343K	Sell	894 -173	-16%	-$66K	0.17%	79
2020 Q2	$389K	Buy	1,067 +448	+72%	+$169K	0.23%	58
2020 Q1	$210K	Buy	+619	New	+$243K	0.16%	82
2019 Q4	–	Sell	-672	Closed	-$262K	–	125
2019 Q3	$262K	Sell	672 -150	-18%	-$56.4K	0.17%	92
2019 Q2	$299K	Buy	+822	New	+$275K	0.17%	130
2018 Q4	–	Sell	-162	Closed	-$56K	–	434
2018 Q3	$56K	Buy	+162	New	+$52.3K	0.03%	327

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's LMT Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Lockheed Martin (LMT) stake by 40% in Q2 2026, selling an estimated $109K and leaving 302 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #223.

Measured Wealth Private Client Group first reported a position in LMT in Q3 2018 and has held it in 11 quarters since. The position peaked at $389K in Q2 2020. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Measured Wealth Private Client Group held 302 shares of Lockheed Martin worth $154K as of Q2 2026.
Measured Wealth Private Client Group sold 202 Lockheed Martin shares in Q2 2026, an estimated $109K.
Lockheed Martin made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #223 holding.
Measured Wealth Private Client Group first reported a position in Lockheed Martin in Q3 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's Lockheed Martin position peaked at $389K in Q2 2020.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.