Paragon Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$595K Buy
1,169
+148
+14% +$80K 0.16% 137
2026
Q1
$617K Buy
1,021
+111
+12% +$68.4K 0.19% 127
2025
Q4
$440K Sell
910
-35
-4% -$16.8K 0.14% 144
2025
Q3
$472K Buy
945
+29
+3% +$13.2K 0.15% 145
2025
Q2
$424K Buy
916
+93
+11% +$43.5K 0.17% 136
2025
Q1
$368K Sell
823
-74
-8% -$34.1K 0.17% 138
2024
Q4
$436K Buy
897
+137
+18% +$74.7K 0.2% 110
2024
Q3
$444K Buy
760
+80
+12% +$43K 0.22% 106
2024
Q2
$318K Buy
680
+26
+4% +$12K 0.18% 117
2024
Q1
$297K Buy
654
+26
+4% +$11.4K 0.18% 116
2023
Q4
$285K Buy
628
+58
+10% +$25.7K 0.2% 112
2023
Q3
$233K Buy
570
+71
+14% +$31.5K 0.19% 111
2023
Q2
$230K Buy
499
+13
+3% +$6.03K 0.18% 116
2023
Q1
$230K Buy
486
+27
+6% +$12.7K 0.19% 117
2022
Q4
$223K Buy
+459
New +$213K 0.2% 118

Other funds holding LMT

Paragon Private Wealth Management's LMT Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Lockheed Martin (LMT) stake by 14% in Q2 2026, buying an estimated $80K and bringing the position to 1,169 shares worth $595K. The position accounts for 0.16% of the portfolio, ranked #137.

Paragon Private Wealth Management first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $617K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Paragon Private Wealth Management held 1,169 shares of Lockheed Martin worth $595K as of Q2 2026.
  • Paragon Private Wealth Management bought 148 Lockheed Martin shares in Q2 2026, an estimated $80K.
  • Lockheed Martin made up 0.16% of Paragon Private Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Paragon Private Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Paragon Private Wealth Management's Lockheed Martin position peaked at $617K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.