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ORG Wealth Partners’s Lockheed Martin LMT Stock Holding History

ORG 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 		$472K Hold
926
– – 0.07% 149
2026
Q1 		$560K Hold
926
– – 0.11% 120
2025
Q4 		$448K Buy
926
+3
+0.3% +$1.44K 0.11% 128
2025
Q3 		$461K Buy
923
+869
+1,609% +$394K 0.1% 133
2025
Q2 		$25.3K Sell
54
-115
-68% -$53.8K 0.01% 390
2025
Q1 		$76.3K Buy
169
+93
+122% +$42.8K 0.02% 313
2024
Q4 		$36.9K Sell
76
-16
-17% -$8.72K 0.01% 269
2024
Q3 		$53.8K Buy
+92
New +$49.4K 0.02% 243

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

ORG Wealth Partners's LMT Position: Q2 2026 in Review

ORG Wealth Partners held its Lockheed Martin (LMT) position steady in Q2 2026 at 926 shares worth $472K. The position accounts for 0.07% of the portfolio, ranked #149.

ORG Wealth Partners first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $560K in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • ORG Wealth Partners held 926 shares of Lockheed Martin worth $472K as of Q2 2026.
  • ORG Wealth Partners left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.07% of ORG Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • ORG Wealth Partners first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Lockheed Martin position peaked at $560K in Q1 2026.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.