SWP
LMT icon

Sagespring Wealth Partners’s Lockheed Martin LMT Stock Holding History

Sagespring 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 		$988K Sell
1,939
-256
-12% -$138K 0.02% 353
2026
Q1 		$1.33M Buy
2,195
+91
+4% +$56.1K 0.02% 264
2025
Q4 		$1.02M Buy
2,104
+79
+4% +$37.8K 0.02% 308
2025
Q3 		$1.01M Sell
2,025
-312
-13% -$142K 0.02% 300
2025
Q2 		$1.08M Buy
2,337
+523
+29% +$245K 0.02% 274
2025
Q1 		$810K Sell
1,814
-157
-8% -$72.3K 0.02% 279
2024
Q4 		$958K Buy
+1,971
New +$1.07M 0.03% 226

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

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

Sagespring Wealth Partners reduced its Lockheed Martin (LMT) stake by 12% in Q2 2026, selling an estimated $138K and leaving 1,939 shares worth $988K. The position accounts for 0.02% of the portfolio, ranked #353.

Sagespring Wealth Partners first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sagespring Wealth Partners held 1,939 shares of Lockheed Martin worth $988K as of Q2 2026.
  • Sagespring Wealth Partners sold 256 Lockheed Martin shares in Q2 2026, an estimated $138K.
  • Lockheed Martin made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #353 holding.
  • Sagespring Wealth Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Lockheed Martin position peaked at $1.33M in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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