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Sonoma Private Wealth’s Lockheed Martin LMT Stock Holding History

Sonoma Private 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 		$271K Buy
532
+9
+2% +$4.87K 0.29% 65
2026
Q1 		$316K Buy
+523
New +$322K 0.39% 56
2024
Q4 		– Sell
-412
Closed -$241K – 89
2024
Q3 		$241K Buy
+412
New +$221K 0.38% 82

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

Sonoma Private Wealth's LMT Position: Q2 2026 in Review

Sonoma Private Wealth increased its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, buying an estimated $4.87K and bringing the position to 532 shares worth $271K. The position accounts for 0.29% of the portfolio, ranked #65.

Sonoma Private Wealth first reported a position in LMT in Q3 2024 and has held it in 3 quarters since. The position peaked at $316K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sonoma Private Wealth held 532 shares of Lockheed Martin worth $271K as of Q2 2026.
  • Sonoma Private Wealth bought 9 Lockheed Martin shares in Q2 2026, an estimated $4.87K.
  • Lockheed Martin made up 0.29% of Sonoma Private Wealth's portfolio in Q2 2026, its #65 holding.
  • Sonoma Private Wealth first reported a position in Lockheed Martin in Q3 2024 and has held it in 3 quarters since.
  • Sonoma Private Wealth's Lockheed Martin position peaked at $316K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.