Premier Path Wealth Partners’s Lockheed Martin LMT Stock Holding History

Premier Path Wealth Partners’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	$2.84M	Buy	5,580 +31	+0.6%	+$16.8K	0.33%	75
2026 Q1	$3.35M	Buy	5,549 +176	+3%	+$108K	0.44%	46
2025 Q4	$2.6M	Buy	5,373 +33	+0.6%	+$15.8K	0.34%	69
2025 Q3	$2.67M	Sell	5,340 -54	-1%	-$24.5K	0.34%	64
2025 Q2	$2.5M	Buy	5,394 +34	+0.6%	+$15.9K	0.35%	64
2025 Q1	$2.39M	Sell	5,360 -191	-3%	-$87.9K	0.37%	61
2024 Q4	$2.7M	Buy	5,551 +1,247	+29%	+$680K	0.41%	51
2024 Q3	$2.52M	Sell	4,304 -1,883	-30%	-$1.01M	0.4%	56
2024 Q2	$2.89M	Buy	6,187 +2,956	+91%	+$1.37M	0.49%	43
2024 Q1	$1.46M	Sell	3,231 -55	-2%	-$24.1K	0.28%	92
2023 Q4	$1.49M	Buy	+3,286	New	+$1.46M	0.33%	69

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Premier Path Wealth Partners's LMT Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Lockheed Martin (LMT) stake by 0.56% in Q2 2026, buying an estimated $16.8K and bringing the position to 5,580 shares worth $2.84M. The position accounts for 0.33% of the portfolio, ranked #75.

Premier Path Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q1 2026. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Premier Path Wealth Partners held 5,580 shares of Lockheed Martin worth $2.84M as of Q2 2026.
Premier Path Wealth Partners bought 31 Lockheed Martin shares in Q2 2026, an estimated $16.8K.
Lockheed Martin made up 0.33% of Premier Path Wealth Partners's portfolio in Q2 2026, its #75 holding.
Premier Path Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Lockheed Martin position peaked at $3.35M in Q1 2026.
2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.