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Principle Wealth Partners’s Lockheed Martin LMT Stock Holding History

Principle 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 		$3.78M Sell
7,412
-140
-2% -$75.7K 0.19% 99
2026
Q1 		$4.56M Buy
7,552
+11
+0.1% +$6.78K 0.26% 78
2025
Q4 		$3.65M Buy
7,541
+265
+4% +$127K 0.21% 88
2025
Q3 		$3.63M Sell
7,276
-12
-0.2% -$5.45K 0.21% 84
2025
Q2 		$3.38M Buy
7,288
+79
+1% +$37K 0.21% 87
2025
Q1 		$3.22M Sell
7,209
-109
-1% -$50.2K 0.23% 96
2024
Q4 		$3.56M Buy
7,318
+138
+2% +$75.2K 0.25% 90
2024
Q3 		$4.2M Buy
7,180
+5
+0.1% +$2.68K 0.3% 77
2024
Q2 		$3.35M Sell
7,175
-90
-1% -$41.6K 0.26% 93
2024
Q1 		$3.3M Buy
7,265
+160
+2% +$70.1K 0.26% 91
2023
Q4 		$3.22M Buy
7,105
+14
+0.2% +$6.2K 0.28% 88
2023
Q3 		$2.9M Buy
7,091
+457
+7% +$203K 0.29% 81
2023
Q2 		$3.05M Buy
6,634
+1
+0% +$464 0.31% 77
2023
Q1 		$3.14M Buy
6,633
+12
+0.2% +$5.63K 0.34% 71
2022
Q4 		$3.22M Buy
6,621
+1
+0% +$465 0.37% 72
2022
Q3 		$2.56M Buy
6,620
+1
+0% +$418 0.24% 77
2022
Q2 		$2.85M Buy
6,619
+230
+4% +$101K 0.34% 70
2022
Q1 		$2.82M Buy
6,389
+282
+5% +$114K 0.3% 76
2021
Q4 		$2.17M Buy
6,107
+513
+9% +$177K 0.23% 87
2021
Q3 		$1.93M Buy
5,594
+202
+4% +$73.1K 0.22% 93
2021
Q2 		$2.04M Buy
5,392
+301
+6% +$116K 0.23% 89
2021
Q1 		$1.88M Buy
5,091
+2
+0% +$686 0.22% 92
2020
Q4 		$1.81M Buy
5,089
+2,094
+70% +$770K 0.24% 85
2020
Q3 		$1.15M Sell
2,995
-54
-2% -$20.6K 0.32% 49
2020
Q2 		$1.11M Hold
3,049
– – 0.33% 48
2020
Q1 		$1.03M Sell
3,049
-119
-4% -$46.8K 0.39% 45
2019
Q4 		$1.23M Sell
3,168
-135
-4% -$51.8K 0.39% 50
2019
Q3 		$1.29M Buy
3,303
+1,147
+53% +$431K 0.45% 50
2019
Q2 		$784K Buy
2,156
+964
+81% +$322K 0.4% 49
2019
Q1 		$358K Sell
1,192
-378
-24% -$111K 0.2% 88
2018
Q4 		$411K Buy
+1,570
New +$476K 0.34% 65

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

Principle Wealth Partners's LMT Position: Q2 2026 in Review

Principle Wealth Partners reduced its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, selling an estimated $75.7K and leaving 7,412 shares worth $3.78M. The position accounts for 0.19% of the portfolio, ranked #99.

Principle Wealth Partners first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.56M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Principle Wealth Partners held 7,412 shares of Lockheed Martin worth $3.78M as of Q2 2026.
  • Principle Wealth Partners sold 140 Lockheed Martin shares in Q2 2026, an estimated $75.7K.
  • Lockheed Martin made up 0.19% of Principle Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Principle Wealth Partners first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Lockheed Martin position peaked at $4.56M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.