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Michels Family Financial’s Lockheed Martin LMT Stock Holding History

Michels Family Financial’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 		$215K Sell
422
-37
-8% -$20K 0.14% 142
2026
Q1 		$277K Sell
459
-365
-44% -$225K 0.2% 114
2025
Q4 		$398K Buy
824
+4
+0.5% +$1.91K 0.29% 98
2025
Q3 		$410K Sell
820
-35
-4% -$15.9K 0.32% 97
2025
Q2 		$396K Sell
855
-711
-45% -$333K 0.34% 92
2025
Q1 		$700K Buy
1,566
+1,042
+199% +$480K 0.63% 47
2024
Q4 		$255K Buy
+524
New +$286K 0.23% 112

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Michels Family Financial's LMT Position: Q2 2026 in Review

Michels Family Financial reduced its Lockheed Martin (LMT) stake by 8.1% in Q2 2026, selling an estimated $20K and leaving 422 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #142.

Michels Family Financial first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $700K in Q1 2025. 2,790 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Michels Family Financial held 422 shares of Lockheed Martin worth $215K as of Q2 2026.
  • Michels Family Financial sold 37 Lockheed Martin shares in Q2 2026, an estimated $20K.
  • Lockheed Martin made up 0.14% of Michels Family Financial's portfolio in Q2 2026, its #142 holding.
  • Michels Family Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Michels Family Financial's Lockheed Martin position peaked at $700K in Q1 2025.
  • 2,790 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.