SkyOak Wealth’s Lockheed Martin LMT Stock Holding History

SkyOak 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	$951K	Buy	1,867 +800	+75%	+$433K	0.16%	89
2026 Q1	$645K	Sell	1,067 -981	-48%	-$604K	0.12%	111
2025 Q4	$991K	Buy	2,048 +513	+33%	+$246K	0.18%	84
2025 Q3	$766K	Sell	1,535 -887	-37%	-$402K	0.14%	92
2025 Q2	$1.12M	Buy	2,422 +1,000	+70%	+$468K	0.23%	76
2025 Q1	$635K	Buy	1,422 +943	+197%	+$434K	0.14%	95
2024 Q4	$233K	Sell	479 -1	-0.2%	-$545	0.05%	218
2024 Q3	$281K	Hold	480	–	–	0.06%	182
2024 Q2	$224K	Sell	480 -900	-65%	-$416K	0.05%	216
2024 Q1	$628K	Buy	1,380 +700	+103%	+$307K	0.15%	103
2023 Q4	$308K	Sell	680 -330	-33%	-$146K	0.08%	176
2023 Q3	$413K	Hold	1,010	–	–	0.12%	126
2023 Q2	$465K	Buy	1,010 +101	+11%	+$46.9K	0.13%	130
2023 Q1	$430K	Buy	909 +430	+90%	+$202K	0.13%	129
2022 Q4	$233K	Buy	+479	New	+$223K	0.08%	185
2022 Q3	–	Sell	-479	Closed	-$206K	–	227
2022 Q2	$206K	Sell	479 -58	-11%	-$25.5K	0.07%	186
2022 Q1	$237K	Buy	+537	New	+$218K	0.07%	201
2021 Q3	–	Sell	-537	Closed	-$203K	–	245
2021 Q2	$203K	Buy	+537	New	+$206K	0.05%	223
2020 Q2	–	Sell	-1,190	Closed	-$403K	–	250
2020 Q1	$403K	Hold	1,190	–	–	0.21%	116
2019 Q4	$463K	Buy	+1,190	New	+$457K	0.14%	171

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SkyOak Wealth's LMT Position: Q2 2026 in Review

SkyOak Wealth increased its Lockheed Martin (LMT) stake by 75% in Q2 2026, buying an estimated $433K and bringing the position to 1,867 shares worth $951K. The position accounts for 0.16% of the portfolio, ranked #89.

SkyOak Wealth first reported a position in LMT in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.12M in Q2 2025. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

SkyOak Wealth held 1,867 shares of Lockheed Martin worth $951K as of Q2 2026.
SkyOak Wealth bought 800 Lockheed Martin shares in Q2 2026, an estimated $433K.
Lockheed Martin made up 0.16% of SkyOak Wealth's portfolio in Q2 2026, its #89 holding.
SkyOak Wealth first reported a position in Lockheed Martin in Q4 2019 and has held it in 20 quarters since.
SkyOak Wealth's Lockheed Martin position peaked at $1.12M in Q2 2025.
2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.