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Palumbo Wealth Management’s Lockheed Martin LMT Stock Holding History

Palumbo Wealth Management’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 		$863K Sell
1,694
-6
-0.4% -$3.24K 0.18% 89
2026
Q1 		$1.03M Buy
1,700
+54
+3% +$33.3K 0.25% 68
2025
Q4 		$815K Sell
1,646
-1,121
-41% -$536K 0.2% 88
2025
Q3 		$1.35M Buy
2,767
+62
+2% +$28.1K 0.43% 48
2025
Q2 		$1.25M Buy
2,705
+2,029
+300% +$950K 0.39% 59
2025
Q1 		$302K Buy
676
+3
+0.4% +$1.38K 0.1% 133
2024
Q4 		$327K Buy
673
+2
+0.3% +$1.09K 0.12% 116
2024
Q3 		$392K Buy
671
+2
+0.3% +$1.07K 0.15% 101
2024
Q2 		$313K Buy
669
+2
+0.3% +$924 0.13% 100
2024
Q1 		$303K Buy
667
+1
+0.2% +$438 0.14% 104
2023
Q4 		$302K Sell
666
-30
-4% -$13.3K 0.15% 98
2023
Q3 		$285K Buy
696
+205
+42% +$90.9K 0.16% 90
2023
Q2 		$226K Buy
491
+3
+0.6% +$1.39K 0.14% 96
2023
Q1 		$231K Buy
488
+3
+0.6% +$1.41K 0.15% 86
2022
Q4 		$236K Buy
+485
New +$225K 0.19% 76
2022
Q3 		– Sell
-490
Closed -$211K – 80
2022
Q2 		$211K Sell
490
-11
-2% -$4.83K 0.17% 76
2022
Q1 		$221K Sell
501
-175
-26% -$70.9K 0.14% 85
2021
Q4 		$240K Buy
676
+3
+0.4% +$1.04K 0.15% 83
2021
Q3 		$232K Sell
673
-70
-9% -$25.3K 0.15% 86
2021
Q2 		$281K Sell
743
-69
-8% -$26.5K 0.19% 86
2021
Q1 		$300K Sell
812
-24
-3% -$8.23K 0.23% 79
2020
Q4 		$297K Buy
+836
New +$307K 0.24% 73

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

Palumbo Wealth Management's LMT Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Lockheed Martin (LMT) stake by 0.35% in Q2 2026, selling an estimated $3.24K and leaving 1,694 shares worth $863K. The position accounts for 0.18% of the portfolio, ranked #89.

Palumbo Wealth Management first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.35M in Q3 2025. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Palumbo Wealth Management held 1,694 shares of Lockheed Martin worth $863K as of Q2 2026.
  • Palumbo Wealth Management sold 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
  • Lockheed Martin made up 0.18% of Palumbo Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Palumbo Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's Lockheed Martin position peaked at $1.35M in Q3 2025.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.