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

Private Wealth Asset Management’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	$1.68M	Buy	3,298 +549	+20%	+$297K	0.16%	94
2026 Q1	$1.66M	Sell	2,749 -1	-0%	-$616	0.18%	88
2025 Q4	$1.33M	Buy	2,750 +23	+0.8%	+$11K	0.14%	105
2025 Q3	$1.36M	Sell	2,727 -3,837	-58%	-$1.74M	0.16%	93
2025 Q2	$3.04M	Sell	6,564 -17	-0.3%	-$7.96K	0.4%	50
2025 Q1	$2.94M	Buy	+6,581	New	+$3.03M	0.42%	48

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

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

Private Wealth Asset Management increased its Lockheed Martin (LMT) stake by 20% in Q2 2026, buying an estimated $297K and bringing the position to 3,298 shares worth $1.68M. The position accounts for 0.16% of the portfolio, ranked #94.

Private Wealth Asset Management first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.04M in Q2 2025. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Private Wealth Asset Management held 3,298 shares of Lockheed Martin worth $1.68M as of Q2 2026.
Private Wealth Asset Management bought 549 Lockheed Martin shares in Q2 2026, an estimated $297K.
Lockheed Martin made up 0.16% of Private Wealth Asset Management's portfolio in Q2 2026, its #94 holding.
Private Wealth Asset Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Lockheed Martin position peaked at $3.04M in Q2 2025.
2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.