PTM Wealth Management’s Lockheed Martin LMT Stock Holding History

PTM Wealth 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	$512K	Buy	879 +6	+0.7%	+$3.24K	0.23%	31
2026 Q1	$557K	Buy	873 +5	+0.6%	+$3.08K	0.3%	28
2025 Q4	$444K	Buy	868 +6	+0.7%	+$2.87K	0.25%	30
2025 Q3	$443K	Buy	862 +6	+0.7%	+$2.72K	0.26%	31
2025 Q2	$396K	Buy	856 +6	+0.7%	+$2.81K	0.26%	29
2025 Q1	$377K	Buy	+850	New	+$391K	0.4%	26

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

PTM Wealth Management's LMT Position: Q2 2026 in Review

PTM Wealth Management increased its Lockheed Martin (LMT) stake by 0.69% in Q2 2026, buying an estimated $3.24K and bringing the position to 879 shares worth $512K. The position accounts for 0.23% of the portfolio, ranked #31.

PTM Wealth Management first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $557K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

PTM Wealth Management held 879 shares of Lockheed Martin worth $512K as of Q2 2026.
PTM Wealth Management bought 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
Lockheed Martin made up 0.23% of PTM Wealth Management's portfolio in Q2 2026, its #31 holding.
PTM Wealth Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
PTM Wealth Management's Lockheed Martin position peaked at $557K in Q1 2026.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.