SSWM
LMT icon

Sheets Smith Wealth Management’s Lockheed Martin LMT Stock Holding History

Sheets Smith Wealth Management’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 		$450K Buy
883
+1
+0.1% +$541 0.05% 307
2026
Q1 		$533K Buy
882
+9
+1% +$5.54K 0.06% 276
2025
Q4 		$422K Buy
873
+19
+2% +$9.09K 0.05% 299
2025
Q3 		$426K Hold
854
– – 0.05% 301
2025
Q2 		$395K Hold
854
– – 0.05% 311
2025
Q1 		$381K Buy
854
+1
+0.1% +$460 0.05% 280
2024
Q4 		$415K Buy
853
+20
+2% +$10.9K 0.05% 287
2024
Q3 		$487K Sell
833
-20
-2% -$10.7K 0.06% 258
2024
Q2 		$398K Sell
853
-12
-1% -$5.55K 0.05% 276
2024
Q1 		$393K Buy
865
+1
+0.1% +$438 0.04% 292
2023
Q4 		$392K Buy
864
+20
+2% +$8.86K 0.06% 258
2023
Q3 		$345K Sell
844
-1
-0.1% -$444 0.05% 255
2023
Q2 		$389K Buy
845
+1
+0.1% +$464 0.06% 239
2023
Q1 		$399K Buy
844
+7
+0.8% +$3.28K 0.06% 227
2022
Q4 		$407K Hold
837
– – 0.06% 220
2022
Q3 		$323K Buy
837
+2
+0.2% +$835 0.05% 236
2022
Q2 		$359K Buy
835
+3
+0.4% +$1.32K 0.06% 226
2022
Q1 		$367K Hold
832
– – 0.05% 250
2021
Q4 		$296K Buy
832
+1
+0.1% +$346 0.04% 309
2021
Q3 		$287K Sell
831
-31
-4% -$11.2K 0.04% 307
2021
Q2 		$326K Buy
862
+1
+0.1% +$384 0.04% 290
2021
Q1 		$318K Buy
861
+51
+6% +$17.5K 0.05% 266
2020
Q4 		$287K Buy
810
+86
+12% +$31.6K 0.04% 281
2020
Q3 		$278K Buy
724
+33
+5% +$12.6K 0.05% 244
2020
Q2 		$252K Sell
691
-24
-3% -$9.06K 0.05% 216
2020
Q1 		$242K Buy
715
+35
+5% +$13.8K 0.05% 228
2019
Q4 		$265K Buy
680
+25
+4% +$9.59K 0.05% 284
2019
Q3 		$256K Hold
655
– – 0.05% 267
2019
Q2 		$238K Buy
+655
New +$219K 0.05% 292

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

Sheets Smith Wealth Management's LMT Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Lockheed Martin (LMT) stake by 0.11% in Q2 2026, buying an estimated $541 and bringing the position to 883 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #307.

Sheets Smith Wealth Management first reported a position in LMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $533K in Q1 2026. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sheets Smith Wealth Management held 883 shares of Lockheed Martin worth $450K as of Q2 2026.
  • Sheets Smith Wealth Management bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Sheets Smith Wealth Management first reported a position in Lockheed Martin in Q2 2019 and has held it in 29 quarters since.
  • Sheets Smith Wealth Management's Lockheed Martin position peaked at $533K in Q1 2026.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.