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Semus Wealth Partners’s Lockheed Martin LMT Stock Holding History

Semus 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 		$665K Buy
1,304
+48
+4% +$25.9K 0.32% 55
2026
Q1 		$759K Sell
1,256
-197
-14% -$121K 0.42% 47
2025
Q4 		$703K Buy
1,453
+305
+27% +$146K 0.38% 48
2025
Q3 		$573K Buy
1,148
+314
+38% +$142K 0.32% 53
2025
Q2 		$386K Buy
834
+5
+0.6% +$2.34K 0.25% 71
2025
Q1 		$370K Buy
829
+170
+26% +$78.3K 0.26% 68
2024
Q4 		$320K Buy
659
+105
+19% +$57.2K 0.21% 76
2024
Q3 		$324K Buy
554
+2
+0.4% +$1.07K 0.23% 86
2024
Q2 		$258K Buy
552
+6
+1% +$2.77K 0.2% 89
2024
Q1 		$248K Buy
546
+3
+0.6% +$1.31K 0.21% 105
2023
Q4 		$246K Sell
543
-63
-10% -$27.9K 0.2% 103
2023
Q3 		$248K Sell
606
-21
-3% -$9.32K 0.23% 94
2023
Q2 		$289K Hold
627
– – 0.27% 84
2023
Q1 		$297K Buy
627
+25
+4% +$11.7K 0.32% 80
2022
Q4 		$293K Buy
+602
New +$280K 0.36% 71

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

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

Semus Wealth Partners increased its Lockheed Martin (LMT) stake by 3.8% in Q2 2026, buying an estimated $25.9K and bringing the position to 1,304 shares worth $665K. The position accounts for 0.32% of the portfolio, ranked #55.

Semus Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $759K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Semus Wealth Partners held 1,304 shares of Lockheed Martin worth $665K as of Q2 2026.
  • Semus Wealth Partners bought 48 Lockheed Martin shares in Q2 2026, an estimated $25.9K.
  • Lockheed Martin made up 0.32% of Semus Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Semus Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Lockheed Martin position peaked at $759K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.