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Oxford Wealth Group’s Lockheed Martin LMT Stock Holding History

Oxford Wealth Group’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 		$221K Sell
433
-97
-18% -$52.4K 0.1% 87
2026
Q1 		$320K Sell
530
-1,578
-75% -$972K 0.18% 76
2025
Q4 		$1.02M Buy
+2,108
New +$1.01M 0.5% 38
2024
Q4 		$1.02M Buy
2,099
+95
+5% +$51.8K 0.66% 34
2024
Q3 		$1.17M Sell
2,004
-823
-29% -$442K 0.95% 31
2024
Q2 		$1.32M Buy
2,827
+753
+36% +$348K 0.91% 34
2024
Q1 		$943K Buy
+2,074
New +$909K 0.86% 33

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Oxford Wealth Group's LMT Position: Q2 2026 in Review

Oxford Wealth Group reduced its Lockheed Martin (LMT) stake by 18% in Q2 2026, selling an estimated $52.4K and leaving 433 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #87.

Oxford Wealth Group first reported a position in LMT in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2024. 2,788 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Oxford Wealth Group held 433 shares of Lockheed Martin worth $221K as of Q2 2026.
  • Oxford Wealth Group sold 97 Lockheed Martin shares in Q2 2026, an estimated $52.4K.
  • Lockheed Martin made up 0.1% of Oxford Wealth Group's portfolio in Q2 2026, its #87 holding.
  • Oxford Wealth Group first reported a position in Lockheed Martin in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Lockheed Martin position peaked at $1.32M in Q2 2024.
  • 2,788 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.