Mine & Arao Wealth Creation & Management’s Lockheed Martin LMT Stock Holding History

Mine & Arao Wealth Creation & 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	$244K	Hold	478	–	–	0.09%	71
2026 Q1	$289K	Hold	478	–	–	0.12%	66
2025 Q4	$231K	Hold	478	–	–	0.09%	73
2025 Q3	$239K	Hold	478	–	–	0.1%	69
2025 Q2	$222K	Hold	478	–	–	0.1%	70
2025 Q1	$214K	Sell	478 -7	-1%	-$3.22K	0.1%	70
2024 Q4	$236K	Hold	485	–	–	0.11%	66
2024 Q3	$284K	Sell	485 -20	-4%	-$10.7K	0.13%	65
2024 Q2	$236K	Hold	505	–	–	0.11%	68
2024 Q1	$230K	Hold	505	–	–	0.11%	67
2023 Q4	$229K	Hold	505	–	–	0.12%	69
2023 Q3	$207K	Hold	505	–	–	0.13%	69
2023 Q2	$233K	Buy	505 +20	+4%	+$9.28K	0.14%	67
2023 Q1	$229K	Hold	485	–	–	0.15%	64
2022 Q4	$236K	Hold	485	–	–	0.17%	63
2022 Q3	$187K	Buy	485 +7	+1%	+$2.92K	0.14%	67
2022 Q2	$206K	Hold	478	–	–	0.14%	66
2022 Q1	$211K	Hold	478	–	–	0.12%	68
2021 Q4	$170K	Sell	478 -30	-6%	-$10.4K	0.09%	76
2021 Q3	$175K	Hold	508	–	–	0.1%	74
2021 Q2	$192K	Hold	508	–	–	0.12%	74
2021 Q1	$188K	Hold	508	–	–	0.13%	71
2020 Q4	$180K	Hold	508	–	–	0.13%	66
2020 Q3	$195K	Sell	508 -50	-9%	-$19.1K	0.16%	58
2020 Q2	$204K	Hold	558	–	–	0.19%	55
2020 Q1	$189K	Hold	558	–	–	0.22%	51
2019 Q4	$217K	Buy	+558	New	+$214K	0.2%	57

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

Mine & Arao Wealth Creation & Management's LMT Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 478 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #71.

Mine & Arao Wealth Creation & Management first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $289K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Mine & Arao Wealth Creation & Management held 478 shares of Lockheed Martin worth $244K as of Q2 2026.
Mine & Arao Wealth Creation & Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.09% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #71 holding.
Mine & Arao Wealth Creation & Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
Mine & Arao Wealth Creation & Management's Lockheed Martin position peaked at $289K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.