PWM
LMT icon

Purus Wealth Management’s Lockheed Martin LMT Stock Holding History

Purus 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 		$1.21M Sell
2,382
-6
-0.3% -$3.24K 0.33% 60
2026
Q1 		$1.44M Sell
2,388
-27
-1% -$16.6K 0.46% 49
2025
Q4 		$1.17M Sell
2,415
-14
-0.6% -$6.7K 0.36% 54
2025
Q3 		$1.21M Buy
2,429
+34
+1% +$15.4K 0.39% 54
2025
Q2 		$1.11M Sell
2,395
-10
-0.4% -$4.68K 0.39% 52
2025
Q1 		$1.07M Sell
2,405
-153
-6% -$70.4K 0.46% 49
2024
Q4 		$1.24M Sell
2,558
-31
-1% -$16.9K 0.49% 48
2024
Q3 		$1.51M Buy
2,589
+3
+0.1% +$1.61K 0.64% 42
2024
Q2 		$1.21M Sell
2,586
-3
-0.1% -$1.39K 0.53% 42
2024
Q1 		$1.18M Sell
2,589
-46
-2% -$20.2K 0.58% 43
2023
Q4 		$1.19M Buy
2,635
+12
+0.5% +$5.32K 0.69% 40
2023
Q3 		$1.07M Buy
2,623
+44
+2% +$19.5K 0.72% 39
2023
Q2 		$1.19M Sell
2,579
-30
-1% -$13.9K 0.77% 38
2023
Q1 		$1.23M Buy
2,609
+40
+2% +$18.8K 0.97% 29
2022
Q4 		$1.25M Sell
2,569
-26
-1% -$12.1K 1.13% 26
2022
Q3 		$1M Buy
2,595
+47
+2% +$19.6K 0.92% 28
2022
Q2 		$1.09M Buy
2,548
+13
+0.5% +$5.71K 0.98% 27
2022
Q1 		$1.12M Buy
2,535
+17
+0.7% +$6.89K 0.77% 30
2021
Q4 		$895K Sell
2,518
-380
-13% -$131K 0.56% 46
2021
Q3 		$1M Buy
2,898
+17
+0.6% +$6.15K 0.69% 36
2021
Q2 		$1.09M Buy
2,881
+42
+1% +$16.1K 0.78% 33
2021
Q1 		$1.05M Buy
2,839
+287
+11% +$98.5K 0.88% 30
2020
Q4 		$906K Buy
+2,552
New +$938K 0.81% 31

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Purus Wealth Management reduced its Lockheed Martin (LMT) stake by 0.25% in Q2 2026, selling an estimated $3.24K and leaving 2,382 shares worth $1.21M. The position accounts for 0.33% of the portfolio, ranked #60.

Purus Wealth Management first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.51M in Q3 2024. 1,163 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Purus Wealth Management held 2,382 shares of Lockheed Martin worth $1.21M as of Q2 2026.
  • Purus Wealth Management sold 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
  • Lockheed Martin made up 0.33% of Purus Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Purus Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Purus Wealth Management's Lockheed Martin position peaked at $1.51M in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.