Schwarz Dygos Wheeler Investment Advisors’s Lockheed Martin LMT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$247K	Hold	484	–	–	0.05%	155
2026 Q1	$293K	Buy	484 +2	+0.4%	+$1.23K	0.06%	132
2025 Q4	$233K	Buy	482 +14	+3%	+$6.7K	0.05%	155
2025 Q3	$234K	Sell	468 -1	-0.2%	-$454	0.05%	154
2025 Q2	$217K	Buy	469 +9	+2%	+$4.21K	0.05%	156
2025 Q1	$205K	Hold	460	–	–	0.05%	154
2024 Q4	$224K	Buy	460 +90	+24%	+$49.1K	0.05%	152
2024 Q3	$216K	Buy	+370	New	+$199K	0.05%	146
2024 Q1	–	Sell	-680	Closed	-$308K	–	155
2023 Q4	$308K	Buy	680 +10	+1%	+$4.43K	0.09%	119
2023 Q3	$274K	Sell	670 -5	-0.7%	-$2.22K	0.09%	115
2023 Q2	$311K	Buy	675 +221	+49%	+$103K	0.1%	107
2023 Q1	$215K	Buy	454 +2	+0.4%	+$938	0.08%	127
2022 Q4	$220K	Buy	+452	New	+$210K	0.09%	115
2021 Q4	–	Sell	-605	Closed	-$209K	–	138
2021 Q3	$209K	Buy	+605	New	+$219K	0.08%	124

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's LMT Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 484 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #155.

Schwarz Dygos Wheeler Investment Advisors first reported a position in LMT in Q3 2021 and has held it in 14 quarters since. The position peaked at $311K in Q2 2023. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 484 shares of Lockheed Martin worth $247K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #155 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Lockheed Martin in Q3 2021 and has held it in 14 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Lockheed Martin position peaked at $311K in Q2 2023.
1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.