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SMART Wealth’s Lockheed Martin LMT Stock Holding History

SMART 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 		$252K Sell
495
-2
-0.4% -$1.08K 0.05% 201
2026
Q1 		$301K Sell
497
-9
-2% -$5.54K 0.09% 166
2025
Q4 		$245K Buy
506
+5
+1% +$2.39K 0.07% 162
2025
Q3 		$250K Sell
501
-12
-2% -$5.45K 0.09% 125
2025
Q2 		$238K Buy
513
+3
+0.6% +$1.4K 0.07% 153
2025
Q1 		$228K Sell
510
-5
-1% -$2.3K 0.08% 145
2024
Q4 		$250K Sell
515
-192
-27% -$105K 0.09% 128
2024
Q3 		$413K Sell
707
-229
-24% -$123K 0.16% 98
2024
Q2 		$437K Buy
936
+115
+14% +$53.1K 0.18% 86
2024
Q1 		$373K Buy
821
+249
+44% +$109K 0.17% 80
2023
Q4 		$259K Buy
572
+78
+16% +$34.6K 0.14% 71
2023
Q3 		$202K Sell
494
-4
-0.8% -$1.77K 0.15% 68
2023
Q2 		$229K Sell
498
-13
-3% -$6.03K 0.17% 74
2023
Q1 		$242K Sell
511
-26
-5% -$12.2K 0.21% 63
2022
Q4 		$261K Buy
+537
New +$250K 0.2% 71

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SMART Wealth's LMT Position: Q2 2026 in Review

SMART Wealth reduced its Lockheed Martin (LMT) stake by 0.4% in Q2 2026, selling an estimated $1.08K and leaving 495 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #201.

SMART Wealth first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $437K in Q2 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SMART Wealth held 495 shares of Lockheed Martin worth $252K as of Q2 2026.
  • SMART Wealth sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #201 holding.
  • SMART Wealth first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • SMART Wealth's Lockheed Martin position peaked at $437K in Q2 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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