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Mosley Wealth Management’s Lockheed Martin LMT Stock Holding History

Mosley 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 		$4.58K Sell
9
-13
-59% -$7.03K ﹤0.01% 434
2026
Q1 		$11K Buy
+22
New +$13.6K 0.01% 290
2024
Q4 		$240K Buy
528
+57
+12% +$31.1K 0.15% 106
2024
Q3 		$289K Buy
471
+40
+9% +$21.5K 0.2% 94
2024
Q2 		$201K Buy
+431
New +$199K 0.17% 98

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Mosley Wealth Management reduced its Lockheed Martin (LMT) stake by 59% in Q2 2026, selling an estimated $7.03K and leaving 9 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Mosley Wealth Management first reported a position in LMT in Q2 2024 and has held it in 5 quarters since. The position peaked at $289K in Q3 2024. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Mosley Wealth Management held 9 shares of Lockheed Martin worth $4.58K as of Q2 2026.
  • Mosley Wealth Management sold 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
  • Lockheed Martin made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Mosley Wealth Management first reported a position in Lockheed Martin in Q2 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's Lockheed Martin position peaked at $289K in Q3 2024.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.