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Simplicity Wealth’s Lockheed Martin LMT Stock Holding History

Simplicity Wealth’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 		$3.4M Buy
6,666
+2,859
+75% +$1.55M 0.11% 185
2026
Q1 		$2.3M Sell
3,807
-93
-2% -$57.3K 0.13% 161
2025
Q4 		$1.89M Sell
3,900
-278
-7% -$133K 0.11% 184
2025
Q3 		$2.09M Sell
4,178
-4,787
-53% -$2.17M 0.12% 184
2025
Q2 		$4.15M Buy
8,965
+3,857
+76% +$1.81M 0.17% 132
2025
Q1 		$2.28M Buy
5,108
+3,605
+240% +$1.66M 0.18% 137
2024
Q4 		$730K Sell
1,503
-2,779
-65% -$1.51M 0.15% 117
2024
Q3 		$2.5M Sell
4,282
-6,219
-59% -$3.34M 0.23% 93
2024
Q2 		$4.9M Buy
10,501
+175
+2% +$80.9K 0.11% 185
2024
Q1 		$4.7M Buy
10,326
+9,015
+688% +$3.95M 0.11% 183
2023
Q4 		$594K Buy
+1,311
New +$581K 0.23% 76

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

Simplicity Wealth's LMT Position: Q2 2026 in Review

Simplicity Wealth increased its Lockheed Martin (LMT) stake by 75% in Q2 2026, buying an estimated $1.55M and bringing the position to 6,666 shares worth $3.4M. The position accounts for 0.11% of the portfolio, ranked #185.

Simplicity Wealth first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.9M in Q2 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Simplicity Wealth held 6,666 shares of Lockheed Martin worth $3.4M as of Q2 2026.
  • Simplicity Wealth bought 2,859 Lockheed Martin shares in Q2 2026, an estimated $1.55M.
  • Lockheed Martin made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #185 holding.
  • Simplicity Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Lockheed Martin position peaked at $4.9M in Q2 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.