SWM
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SHP Wealth Management’s Lockheed Martin LMT Stock Holding History

SHP 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 		$240K Buy
470
+43
+10% +$23.2K 0.02% 271
2026
Q1 		$258K Buy
427
+16
+4% +$9.86K 0.02% 218
2025
Q4 		$199K Buy
+411
New +$197K 0.02% 256

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $23.2K and bringing the position to 470 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #271.

SHP Wealth Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q1 2026. 2,788 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SHP Wealth Management held 470 shares of Lockheed Martin worth $240K as of Q2 2026.
  • SHP Wealth Management bought 43 Lockheed Martin shares in Q2 2026, an estimated $23.2K.
  • Lockheed Martin made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #271 holding.
  • SHP Wealth Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Lockheed Martin position peaked at $258K in Q1 2026.
  • 2,788 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.