Mission Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.53M | Buy |
8,896
+4,879
| +121% | +$2.64M | 0.06% | 182 |
|
|
2026
Q1 | $2.43M | Sell |
4,017
-62
| -2% | -$38.2K | 0.05% | 191 |
|
|
2025
Q4 | $1.97M | Sell |
4,079
-145
| -3% | -$69.4K | 0.04% | 217 |
|
|
2025
Q3 | $2.11M | Sell |
4,224
-2,521
| -37% | -$1.14M | 0.04% | 213 |
|
|
2025
Q2 | $3.12M | Sell |
6,745
-183
| -3% | -$85.7K | 0.07% | 162 |
|
|
2025
Q1 | $3.09M | Buy |
6,928
+2,087
| +43% | +$961K | 0.08% | 144 |
|
|
2024
Q4 | $2.35M | Buy |
4,841
+419
| +9% | +$228K | 0.05% | 168 |
|
|
2024
Q3 | $2.58M | Buy |
4,422
+114
| +3% | +$61.2K | 0.06% | 156 |
|
|
2024
Q2 | $2.01M | Buy |
4,308
+13
| +0.3% | +$6.01K | 0.05% | 170 |
|
|
2024
Q1 | $1.95M | Buy |
4,295
+686
| +19% | +$301K | 0.05% | 188 |
|
|
2023
Q4 | $1.64M | Buy |
3,609
+134
| +4% | +$59.4K | 0.05% | 171 |
|
|
2023
Q3 | $1.42M | Buy |
3,475
+684
| +25% | +$303K | 0.05% | 173 |
|
|
2023
Q2 | $1.28M | Buy |
2,791
+192
| +7% | +$89.1K | 0.05% | 189 |
|
|
2023
Q1 | $1.23M | Buy |
2,599
+147
| +6% | +$68.9K | 0.05% | 193 |
|
|
2022
Q4 | $1.19M | Buy |
2,452
+272
| +12% | +$126K | 0.06% | 181 |
|
|
2022
Q3 | $842K | Buy |
2,180
+315
| +17% | +$132K | 0.04% | 211 |
|
|
2022
Q2 | $802K | Buy |
1,865
+467
| +33% | +$205K | 0.04% | 227 |
|
|
2022
Q1 | $617K | Sell |
1,398
-52
| -4% | -$21.1K | 0.03% | 276 |
|
|
2021
Q4 | $515K | Buy |
1,450
+16
| +1% | +$5.53K | 0.02% | 299 |
|
|
2021
Q3 | $495K | Buy |
1,434
+4
| +0.3% | +$1.45K | 0.03% | 288 |
|
|
2021
Q2 | $541K | Buy |
1,430
+479
| +50% | +$184K | 0.03% | 271 |
|
|
2021
Q1 | $351K | Sell |
951
-173
| -15% | -$59.4K | 0.02% | 327 |
|
|
2020
Q4 | $399K | Buy |
1,124
+68
| +6% | +$25K | 0.03% | 286 |
|
|
2020
Q3 | $405K | Buy |
1,056
+202
| +24% | +$77.1K | 0.03% | 227 |
|
|
2020
Q2 | $312K | Buy |
854
+156
| +22% | +$58.9K | 0.03% | 249 |
|
|
2020
Q1 | $237K | Sell |
698
-825
| -54% | -$324K | 0.03% | 258 |
|
|
2019
Q4 | $593K | Buy |
1,523
+20
| +1% | +$7.67K | 0.06% | 168 |
|
|
2019
Q3 | $586K | Sell |
1,503
-199
| -12% | -$74.8K | 0.06% | 154 |
|
|
2019
Q2 | $619K | Sell |
1,702
-14
| -0.8% | -$4.68K | 0.07% | 145 |
|
|
2019
Q1 | $515K | Sell |
1,716
-98
| -5% | -$28.7K | 0.06% | 164 |
|
|
2018
Q4 | $475K | Buy |
1,814
+1,145
| +171% | +$347K | 0.06% | 154 |
|
|
2018
Q3 | $231K | Buy |
+669
| New | +$216K | 0.03% | 249 |
|
Other funds holding LMT
Mission Wealth Management's LMT Position: Q2 2026 in Review
Mission Wealth Management increased its Lockheed Martin (LMT) stake by 121% in Q2 2026, buying an estimated $2.64M and bringing the position to 8,896 shares worth $4.53M. The position accounts for 0.06% of the portfolio, ranked #182.
Mission Wealth Management first reported a position in LMT in Q3 2018 and has held it in 32 quarters since. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Mission Wealth Management held 8,896 shares of Lockheed Martin worth $4.53M as of Q2 2026.
- Mission Wealth Management bought 4,879 Lockheed Martin shares in Q2 2026, an estimated $2.64M.
- Lockheed Martin made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #182 holding.
- Mission Wealth Management first reported a position in Lockheed Martin in Q3 2018 and has held it in 32 quarters since.
- 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.