Smallwood Wealth Investment Management’s Lockheed Martin LMT Stock Holding History

Smallwood Wealth Investment 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	$185K	Hold	363	–	–	0.08%	100
2026 Q1	$220K	Buy	363 +10	+3%	+$6.16K	0.12%	75
2025 Q4	$171K	Buy	353 +5	+1%	+$2.39K	0.09%	90
2025 Q3	$174K	Buy	348 +8	+2%	+$3.63K	0.09%	90
2025 Q2	$158K	Buy	340 +52	+18%	+$24.3K	0.09%	87
2025 Q1	$129K	Buy	+288	New	+$133K	0.08%	96
2023 Q1	–	Sell	-623	Closed	-$303K	–	67
2022 Q4	$303K	Hold	623	–	–	0.26%	57
2022 Q3	$241K	Buy	+623	New	+$260K	0.22%	67

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Smallwood Wealth Investment Management's LMT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 363 shares worth $185K. The position accounts for 0.08% of the portfolio, ranked #100.

Smallwood Wealth Investment Management first reported a position in LMT in Q3 2022 and has held it in 8 quarters since. The position peaked at $303K in Q4 2022. 1,302 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Smallwood Wealth Investment Management held 363 shares of Lockheed Martin worth $185K as of Q2 2026.
Smallwood Wealth Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.08% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #100 holding.
Smallwood Wealth Investment Management first reported a position in Lockheed Martin in Q3 2022 and has held it in 8 quarters since.
Smallwood Wealth Investment Management's Lockheed Martin position peaked at $303K in Q4 2022.
1,302 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.