MWA
LMT icon

Monograph Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Monograph Wealth Advisors’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 		$497K Buy
975
+50
+5% +$27K 0.04% 93
2026
Q1 		$559K Hold
925
– – 0.05% 87
2025
Q4 		$447K Hold
925
– – 0.04% 95
2025
Q3 		$462K Hold
925
– – 0.05% 97
2025
Q2 		$428K Buy
925
+7
+0.8% +$3.28K 0.05% 89
2025
Q1 		$410K Buy
918
+7
+0.8% +$3.22K 0.06% 79
2024
Q4 		$443K Buy
911
+6
+0.7% +$3.27K 0.06% 76
2024
Q3 		$529K Sell
905
-245
-21% -$132K 0.07% 72
2024
Q2 		$537K Buy
1,150
+6
+0.5% +$2.77K 0.08% 65
2024
Q1 		$520K Sell
1,144
-1,003
-47% -$440K 0.08% 93
2023
Q4 		$973K Buy
2,147
+17
+0.8% +$7.53K 0.17% 41
2023
Q3 		$871K Buy
2,130
+388
+22% +$172K 0.17% 49
2023
Q2 		$802K Buy
1,742
+11
+0.6% +$5.11K 0.17% 39
2023
Q1 		$818K Sell
1,731
-139
-7% -$65.2K 0.19% 33
2022
Q4 		$910K Buy
+1,870
New +$869K 0.24% 33
2022
Q3 		– Sell
-1,699
Closed -$730K – 74
2022
Q2 		$730K Sell
1,699
-47
-3% -$20.6K 0.21% 34
2022
Q1 		$771K Buy
1,746
+47
+3% +$19.1K 0.19% 39
2021
Q4 		$604K Buy
+1,699
New +$588K 0.15% 47

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Monograph Wealth Advisors's LMT Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Lockheed Martin (LMT) stake by 5.4% in Q2 2026, buying an estimated $27K and bringing the position to 975 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #93.

Monograph Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $973K in Q4 2023. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Monograph Wealth Advisors held 975 shares of Lockheed Martin worth $497K as of Q2 2026.
  • Monograph Wealth Advisors bought 50 Lockheed Martin shares in Q2 2026, an estimated $27K.
  • Lockheed Martin made up 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Monograph Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Monograph Wealth Advisors's Lockheed Martin position peaked at $973K in Q4 2023.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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