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Sovereign Financial Group’s Lockheed Martin LMT Stock Holding History

Sovereign Financial Group’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 		– Sell
-363
Closed -$219K – 396
2026
Q1 		$219K Buy
+363
New +$224K 0.04% 321

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sovereign Financial Group's LMT Position: Q2 2026 in Review

Sovereign Financial Group sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 363 shares — an estimated $219K sold.

Sovereign Financial Group first reported a position in LMT in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sovereign Financial Group reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 363 Lockheed Martin shares in Q2 2026, an estimated $219K.
  • Sovereign Financial Group first reported a position in Lockheed Martin in Q1 2026 and held it in 1 quarter.
  • Sovereign Financial Group's Lockheed Martin position peaked at $219K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.