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One Charles Private Wealth Services’s Lockheed Martin LMT Stock Holding History

One Charles Private Wealth Services’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 		$266K Hold
522
– – 0.06% 148
2026
Q1 		$316K Buy
522
+1
+0.2% +$616 0.08% 124
2025
Q4 		$252K Buy
521
+8
+2% +$3.83K 0.07% 140
2025
Q3 		$256K Buy
513
+10
+2% +$4.54K 0.07% 139
2025
Q2 		$233K Buy
+503
New +$235K 0.07% 142
2025
Q1 		– Sell
-425
Closed -$206K – 154
2024
Q4 		$206K Buy
425
+1
+0.2% +$545 0.07% 146
2024
Q3 		$248K Buy
+424
New +$228K 0.09% 130
2023
Q1 		– Sell
-420
Closed -$204K – 122
2022
Q4 		$204K Buy
+420
New +$195K 0.13% 114

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

One Charles Private Wealth Services's LMT Position: Q2 2026 in Review

One Charles Private Wealth Services held its Lockheed Martin (LMT) position steady in Q2 2026 at 522 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #148.

One Charles Private Wealth Services first reported a position in LMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $316K in Q1 2026. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • One Charles Private Wealth Services held 522 shares of Lockheed Martin worth $266K as of Q2 2026.
  • One Charles Private Wealth Services left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #148 holding.
  • One Charles Private Wealth Services first reported a position in Lockheed Martin in Q4 2022 and has held it in 8 quarters since.
  • One Charles Private Wealth Services's Lockheed Martin position peaked at $316K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.