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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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. 2,775 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.
2,775 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.