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SFMG Wealth Advisors’s Lockheed Martin LMT Stock Holding History

SFMG Wealth 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
2021
Q3 		– Sell
-100
Closed -$2K – 268
2021
Q2 		$2K Buy
+100
New +$38.4K ﹤0.01% 264

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

SFMG Wealth Advisors's LMT Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Lockheed Martin (LMT) stake by 5.1% in Q2 2026, buying an estimated $33.5K and bringing the position to 1,284 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #161.

SFMG Wealth Advisors first reported a position in LMT in Q1 2015 and has held it in 41 quarters since. The position peaked at $739K in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SFMG Wealth Advisors held 1,284 shares of Lockheed Martin worth $654K as of Q2 2026.
  • SFMG Wealth Advisors bought 62 Lockheed Martin shares in Q2 2026, an estimated $33.5K.
  • Lockheed Martin made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • SFMG Wealth Advisors first reported a position in Lockheed Martin in Q1 2015 and has held it in 41 quarters since.
  • SFMG Wealth Advisors's Lockheed Martin position peaked at $739K in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.