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Powers Advisory Group’s Lockheed Martin LMT Stock Holding History

Powers Advisory 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 		$2.16M Sell
4,249
-235
-5% -$127K 0.68% 26
2026
Q1 		$2.71M Sell
4,484
-44
-1% -$27.1K 0.96% 21
2025
Q4 		$2.19M Buy
4,528
+62
+1% +$29.7K 0.82% 22
2025
Q3 		$2.23M Sell
4,466
-54
-1% -$24.5K 0.89% 20
2025
Q2 		$2.09M Buy
4,520
+21
+0.5% +$9.83K 0.92% 21
2025
Q1 		$2.01M Sell
4,499
-48
-1% -$22.1K 0.96% 20
2024
Q4 		$2.21M Sell
4,547
-37
-0.8% -$20.2K 1.11% 19
2024
Q3 		$2.68M Buy
4,584
+10
+0.2% +$5.37K 1.34% 16
2024
Q2 		$2.14M Buy
4,574
+30
+0.7% +$13.9K 1.17% 19
2024
Q1 		$2.07M Buy
4,544
+46
+1% +$20.2K 1.18% 17
2023
Q4 		$2.04M Sell
4,498
-112
-2% -$49.6K 1.26% 17
2023
Q3 		$1.89M Sell
4,610
-53
-1% -$23.5K 1.28% 19
2023
Q2 		$2.15M Buy
4,663
+12
+0.3% +$5.57K 1.42% 15
2023
Q1 		$2.2M Buy
4,651
+38
+0.8% +$17.8K 1.54% 15
2022
Q4 		$2.24M Sell
4,613
-32
-0.7% -$14.9K 1.65% 15
2022
Q3 		$1.79M Sell
4,645
-24
-0.5% -$10K 1.43% 15
2022
Q2 		$2.01M Sell
4,669
-206
-4% -$90.5K 1.54% 15
2022
Q1 		$2.15M Buy
4,875
+68
+1% +$27.6K 1.5% 16
2021
Q4 		$1.71M Buy
+4,807
New +$1.66M 1.2% 21

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

Powers Advisory Group's LMT Position: Q2 2026 in Review

Powers Advisory Group reduced its Lockheed Martin (LMT) stake by 5.2% in Q2 2026, selling an estimated $127K and leaving 4,249 shares worth $2.16M. The position accounts for 0.68% of the portfolio, ranked #26.

Powers Advisory Group first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.71M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Powers Advisory Group held 4,249 shares of Lockheed Martin worth $2.16M as of Q2 2026.
  • Powers Advisory Group sold 235 Lockheed Martin shares in Q2 2026, an estimated $127K.
  • Lockheed Martin made up 0.68% of Powers Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Powers Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Lockheed Martin position peaked at $2.71M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.