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Quotient Wealth Partners’s Lockheed Martin LMT Stock Holding History

Quotient Wealth Partners’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 		$4.98M Buy
9,784
+3,794
+63% +$2.05M 0.12% 54
2026
Q1 		$3.62M Sell
5,990
-84
-1% -$51.7K 0.1% 59
2025
Q4 		$2.94M Sell
6,074
-192
-3% -$91.9K 0.08% 65
2025
Q3 		$3.13M Sell
6,266
-59
-0.9% -$26.8K 0.09% 59
2025
Q2 		$2.93M Buy
6,325
+3,289
+108% +$1.54M 0.09% 60
2025
Q1 		$1.36M Sell
3,036
-389
-11% -$179K 0.04% 94
2024
Q4 		$1.66M Buy
3,425
+419
+14% +$228K 0.05% 76
2024
Q3 		$1.76M Buy
3,006
+1
+0% +$537 0.06% 70
2024
Q2 		$1.4M Buy
3,005
+268
+10% +$124K 0.05% 83
2024
Q1 		$1.24M Buy
2,737
+684
+33% +$300K 0.04% 100
2023
Q4 		$930K Buy
+2,053
New +$910K 0.04% 125

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Quotient Wealth Partners's LMT Position: Q2 2026 in Review

Quotient Wealth Partners increased its Lockheed Martin (LMT) stake by 63% in Q2 2026, buying an estimated $2.05M and bringing the position to 9,784 shares worth $4.98M. The position accounts for 0.12% of the portfolio, ranked #54.

Quotient Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Quotient Wealth Partners held 9,784 shares of Lockheed Martin worth $4.98M as of Q2 2026.
  • Quotient Wealth Partners bought 3,794 Lockheed Martin shares in Q2 2026, an estimated $2.05M.
  • Lockheed Martin made up 0.12% of Quotient Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Quotient Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.