SWM
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Stockman Wealth Management’s Lockheed Martin LMT Stock Holding History

Stockman Wealth 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 		$11.8M Buy
23,211
+189
+0.8% +$102K 1.22% 32
2026
Q1 		$13.9M Buy
23,022
+60
+0.3% +$37K 1.54% 25
2025
Q4 		$11.1M Buy
22,962
+1,011
+5% +$484K 1.29% 31
2025
Q3 		$11M Buy
21,951
+753
+4% +$342K 1.36% 29
2025
Q2 		$9.82M Buy
21,198
+589
+3% +$276K 1.33% 31
2025
Q1 		$9.21M Buy
20,609
+2,127
+12% +$979K 1.36% 31
2024
Q4 		$8.98M Buy
18,482
+545
+3% +$297K 1.41% 26
2024
Q3 		$10.5M Buy
17,937
+331
+2% +$178K 1.63% 23
2024
Q2 		$8.22M Buy
17,606
+507
+3% +$234K 1.44% 25
2024
Q1 		$7.78M Buy
17,099
+500
+3% +$219K 1.37% 28
2023
Q4 		$7.52M Buy
16,599
+292
+2% +$129K 1.5% 27
2023
Q3 		$6.67M Buy
16,307
+68
+0.4% +$30.2K 1.47% 28
2023
Q2 		$7.48M Buy
16,239
+404
+3% +$188K 1.61% 22
2023
Q1 		$7.49M Sell
15,835
-40
-0.3% -$18.8K 1.67% 22
2022
Q4 		$7.72M Sell
15,875
-877
-5% -$408K 1.77% 21
2022
Q3 		$6.47M Buy
16,752
+184
+1% +$76.8K 1.75% 23
2022
Q2 		$7.12M Buy
16,568
+168
+1% +$73.8K 1.82% 20
2022
Q1 		$7.24M Buy
16,400
+41
+0.3% +$16.6K 1.5% 23
2021
Q4 		$5.81M Buy
16,359
+82
+0.5% +$28.4K 1.19% 35
2021
Q3 		$5.62M Buy
16,277
+1,822
+13% +$659K 1.25% 27
2021
Q2 		$5.47M Buy
+14,455
New +$5.56M 1.31% 28

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Stockman Wealth Management's LMT Position: Q2 2026 in Review

Stockman Wealth Management increased its Lockheed Martin (LMT) stake by 0.82% in Q2 2026, buying an estimated $102K and bringing the position to 23,211 shares worth $11.8M. The position accounts for 1.22% of the portfolio, ranked #32.

Stockman Wealth Management first reported a position in LMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.9M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stockman Wealth Management held 23,211 shares of Lockheed Martin worth $11.8M as of Q2 2026.
  • Stockman Wealth Management bought 189 Lockheed Martin shares in Q2 2026, an estimated $102K.
  • Lockheed Martin made up 1.22% of Stockman Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Stockman Wealth Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 21 quarters since.
  • Stockman Wealth Management's Lockheed Martin position peaked at $13.9M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.