Nvest Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Nvest Wealth Strategies’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	$510	Buy	+1	New	+$541	﹤0.01%	278

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Nvest Wealth Strategies's LMT Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in Lockheed Martin (LMT) in Q2 2026: 1 share worth $510. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings.

1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Nvest Wealth Strategies held 1 share of Lockheed Martin worth $510 as of Q2 2026.
Lockheed Martin was a new Nvest Wealth Strategies position in Q2 2026.
Lockheed Martin made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #278 holding.
1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.