Shepherd Wealth Management’s Lockheed Martin LMT Stock Holding History

Shepherd 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	$266K	Hold	438	–	–	0.15%	47
2026 Q1	$224K	Buy	+438	New	+$270K	0.17%	49

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Shepherd Wealth Management's LMT Position: Q2 2026 in Review

Shepherd Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 438 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #47.

Shepherd Wealth Management first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Shepherd Wealth Management held 438 shares of Lockheed Martin worth $266K as of Q2 2026.
Shepherd Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.15% of Shepherd Wealth Management's portfolio in Q2 2026, its #47 holding.
Shepherd Wealth Management first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.