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Portus Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Portus Wealth Advisors’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 		$635K Sell
1,246
-1
-0.1% -$541 0.52% 37
2026
Q1 		$753K Sell
1,247
-8
-0.6% -$4.93K 0.71% 31
2025
Q4 		$607K Sell
1,255
-13
-1% -$6.22K 0.57% 35
2025
Q3 		$633K Buy
+1,268
New +$575K 0.63% 35

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

Portus Wealth Advisors's LMT Position: Q2 2026 in Review

Portus Wealth Advisors reduced its Lockheed Martin (LMT) stake by 0.08% in Q2 2026, selling an estimated $541 and leaving 1,246 shares worth $635K. The position accounts for 0.52% of the portfolio, ranked #37.

Portus Wealth Advisors first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $753K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Portus Wealth Advisors held 1,246 shares of Lockheed Martin worth $635K as of Q2 2026.
  • Portus Wealth Advisors sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.52% of Portus Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Portus Wealth Advisors first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Portus Wealth Advisors's Lockheed Martin position peaked at $753K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.