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Oak Harbor Wealth Partners’s Lockheed Martin LMT Stock Holding History

Oak Harbor Wealth Partners’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 		$551K Sell
1,082
-1,455
-57% -$787K 0.21% 91
2026
Q1 		$1.53M Sell
2,537
-159
-6% -$97.9K 0.36% 75
2025
Q4 		$1.3M Buy
2,696
+21
+0.8% +$10.1K 0.31% 76
2025
Q3 		$1.34M Buy
2,675
+423
+19% +$192K 0.33% 72
2025
Q2 		$1.04M Buy
2,252
+249
+12% +$117K 0.28% 76
2025
Q1 		$895K Buy
2,003
+988
+97% +$455K 0.26% 83
2024
Q4 		$493K Sell
1,015
-31
-3% -$16.9K 0.14% 118
2024
Q3 		$611K Buy
1,046
+141
+16% +$75.7K 0.17% 111
2024
Q2 		$423K Buy
905
+3
+0.3% +$1.39K 0.13% 120
2024
Q1 		$411K Hold
902
– – 0.13% 122
2023
Q4 		$409K Buy
902
+1
+0.1% +$443 0.14% 121
2023
Q3 		$369K Buy
901
+1
+0.1% +$444 0.13% 121
2023
Q2 		$414K Buy
900
+1
+0.1% +$464 0.14% 124
2023
Q1 		$425K Buy
899
+198
+28% +$92.8K 0.15% 122
2022
Q4 		$341K Buy
+701
New +$326K 0.13% 116

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

Oak Harbor Wealth Partners's LMT Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Lockheed Martin (LMT) stake by 57% in Q2 2026, selling an estimated $787K and leaving 1,082 shares worth $551K. The position accounts for 0.21% of the portfolio, ranked #91.

Oak Harbor Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Oak Harbor Wealth Partners held 1,082 shares of Lockheed Martin worth $551K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 1,455 Lockheed Martin shares in Q2 2026, an estimated $787K.
  • Lockheed Martin made up 0.21% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Oak Harbor Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Oak Harbor Wealth Partners's Lockheed Martin position peaked at $1.53M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.