Mindset Wealth Management’s Lockheed Martin LMT Stock Holding History

Mindset 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	$1.08M	Buy	2,114 +208	+11%	+$112K	0.21%	56
2026 Q1	$1.15M	Buy	1,906 +187	+11%	+$115K	0.31%	39
2025 Q4	$832K	Sell	1,719 -27	-2%	-$12.9K	0.22%	50
2025 Q3	$872K	Buy	1,746 +36	+2%	+$16.3K	0.24%	43
2025 Q2	$792K	Sell	1,710 -127	-7%	-$59.4K	0.26%	40
2025 Q1	$820K	Buy	1,837 +437	+31%	+$201K	0.32%	30
2024 Q4	$680K	Sell	1,400 -93	-6%	-$50.7K	0.25%	40
2024 Q3	$873K	Buy	+1,493	New	+$802K	0.36%	23

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Mindset Wealth Management increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $112K and bringing the position to 2,114 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #56.

Mindset Wealth Management first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Mindset Wealth Management held 2,114 shares of Lockheed Martin worth $1.08M as of Q2 2026.
Mindset Wealth Management bought 208 Lockheed Martin shares in Q2 2026, an estimated $112K.
Lockheed Martin made up 0.21% of Mindset Wealth Management's portfolio in Q2 2026, its #56 holding.
Mindset Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Lockheed Martin position peaked at $1.15M in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.