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Redwood Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Redwood Wealth Management Group’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
-1,038
Closed -$627K – 66
2026
Q1 		$627K Buy
1,038
+2
+0.2% +$1.23K 0.27% 78
2025
Q4 		$501K Buy
1,036
+13
+1% +$6.22K 0.21% 92
2025
Q3 		$511K Buy
1,023
+37
+4% +$16.8K 0.22% 98
2025
Q2 		$457K Buy
986
+72
+8% +$33.7K 0.21% 106
2025
Q1 		$409K Hold
914
– – 0.21% 103
2024
Q4 		$444K Buy
914
+2
+0.2% +$1.09K 0.22% 104
2024
Q3 		$533K Sell
912
-62
-6% -$33.3K 0.26% 81
2024
Q2 		$455K Buy
974
+125
+15% +$57.8K 0.34% 61
2024
Q1 		$386K Sell
849
-3
-0.4% -$1.31K 0.41% 75
2023
Q4 		$386K Sell
852
-25
-3% -$11.1K 0.43% 73
2023
Q3 		$359K Buy
877
+12
+1% +$5.32K 0.42% 75
2023
Q2 		$398K Buy
865
+27
+3% +$12.5K 0.44% 72
2023
Q1 		$396K Buy
838
+4
+0.5% +$1.88K 0.45% 66
2022
Q4 		$406K Buy
+834
New +$388K 0.51% 58

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

Redwood Wealth Management Group's LMT Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 1,038 shares — an estimated $627K sold.

Redwood Wealth Management Group first reported a position in LMT in Q4 2022 and held it in 14 quarters. The position peaked at $627K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,038 Lockheed Martin shares in Q2 2026, an estimated $627K.
  • Redwood Wealth Management Group first reported a position in Lockheed Martin in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Lockheed Martin position peaked at $627K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.