PUREfi Wealth’s Lockheed Martin LMT Stock Holding History

PUREfi Wealth’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	–	Sell	-557	Closed	-$337K	–	216
2026 Q1	$337K	Sell	557 -559	-50%	-$344K	0.22%	125
2025 Q4	$540K	Buy	1,116 +8	+0.7%	+$3.83K	0.41%	64
2025 Q3	$553K	Buy	1,108 +149	+16%	+$67.6K	0.43%	64
2025 Q2	$444K	Buy	959 +160	+20%	+$74.9K	0.36%	72
2025 Q1	$357K	Buy	799 +320	+67%	+$147K	0.36%	83
2024 Q4	$233K	Buy	+479	New	+$261K	0.23%	132

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

PUREfi Wealth's LMT Position: Q2 2026 in Review

PUREfi Wealth sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 557 shares — an estimated $337K sold.

PUREfi Wealth first reported a position in LMT in Q4 2024 and held it in 6 quarters. The position peaked at $553K in Q3 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

PUREfi Wealth reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
PUREfi Wealth sold 557 Lockheed Martin shares in Q2 2026, an estimated $337K.
PUREfi Wealth first reported a position in Lockheed Martin in Q4 2024 and held it in 6 quarters.
PUREfi Wealth's Lockheed Martin position peaked at $553K in Q3 2025.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.