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QTR Family Wealth’s Lockheed Martin LMT Stock Holding History

QTR Family 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 		$699K Sell
1,372
-6
-0.4% -$3.24K 0.24% 92
2026
Q1 		$843K Buy
1,378
+174
+14% +$107K 0.35% 60
2025
Q4 		$758K Buy
1,204
+353
+41% +$169K 0.33% 67
2025
Q3 		$425K Sell
851
-3
-0.4% -$1.36K 0.2% 109
2025
Q2 		$396K Buy
854
+182
+27% +$85.2K 0.25% 93
2025
Q1 		$300K Buy
+672
New +$309K 0.23% 110

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

QTR Family Wealth's LMT Position: Q2 2026 in Review

QTR Family Wealth reduced its Lockheed Martin (LMT) stake by 0.44% in Q2 2026, selling an estimated $3.24K and leaving 1,372 shares worth $699K. The position accounts for 0.24% of the portfolio, ranked #92.

QTR Family Wealth first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $843K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • QTR Family Wealth held 1,372 shares of Lockheed Martin worth $699K as of Q2 2026.
  • QTR Family Wealth sold 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
  • Lockheed Martin made up 0.24% of QTR Family Wealth's portfolio in Q2 2026, its #92 holding.
  • QTR Family Wealth first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's Lockheed Martin position peaked at $843K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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