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Modern Wealth Management’s Lockheed Martin LMT Stock Holding History

Modern 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 		$2.15M Buy
4,216
+651
+18% +$352K 0.03% 382
2026
Q1 		$2.2M Buy
3,565
+93
+3% +$57.3K 0.04% 297
2025
Q4 		$1.68M Buy
3,472
+108
+3% +$51.7K 0.03% 327
2025
Q3 		$1.68M Buy
3,364
+230
+7% +$104K 0.03% 310
2025
Q2 		$1.45M Buy
3,134
+211
+7% +$98.8K 0.04% 306
2025
Q1 		$1.31M Buy
2,923
+1,844
+171% +$849K 0.04% 269
2024
Q4 		$524K Buy
1,079
+303
+39% +$165K 0.02% 353
2024
Q3 		$453K Buy
776
+95
+14% +$51K 0.03% 265
2024
Q2 		$318K Sell
681
-3
-0.4% -$1.39K 0.02% 297
2024
Q1 		$311K Buy
+684
New +$300K 0.03% 235

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

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

Modern Wealth Management increased its Lockheed Martin (LMT) stake by 18% in Q2 2026, buying an estimated $352K and bringing the position to 4,216 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #382.

Modern Wealth Management first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.2M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Modern Wealth Management held 4,216 shares of Lockheed Martin worth $2.15M as of Q2 2026.
  • Modern Wealth Management bought 651 Lockheed Martin shares in Q2 2026, an estimated $352K.
  • Lockheed Martin made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Modern Wealth Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Lockheed Martin position peaked at $2.2M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.