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Strait & Sound Wealth Management’s Lockheed Martin LMT Stock Holding History

Strait & Sound 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 		$544K Buy
1,067
+3
+0.3% +$1.62K 0.19% 95
2026
Q1 		$643K Sell
1,064
-22
-2% -$13.6K 0.24% 80
2025
Q4 		$525K Sell
1,086
-111
-9% -$53.1K 0.2% 89
2025
Q3 		$598K Sell
1,197
-19
-2% -$8.62K 0.23% 83
2025
Q2 		$563K Buy
1,216
+8
+0.7% +$3.75K 0.24% 81
2025
Q1 		$540K Sell
1,208
-640
-35% -$295K 0.25% 79
2024
Q4 		$898K Sell
1,848
-10
-0.5% -$5.45K 0.42% 44
2024
Q3 		$1.09M Sell
1,858
-12
-0.6% -$6.44K 0.53% 33
2024
Q2 		$873K Sell
1,870
-39
-2% -$18K 0.45% 41
2024
Q1 		$863K Sell
1,909
-191
-9% -$83.7K 0.48% 36
2023
Q4 		$959K Buy
2,100
+10
+0.5% +$4.43K 0.6% 33
2023
Q3 		$855K Buy
2,090
+876
+72% +$389K 0.73% 31
2023
Q2 		$559K Sell
1,214
-583
-32% -$271K 0.55% 40
2023
Q1 		$849K Hold
1,797
– – 0.84% 31
2022
Q4 		$804K Buy
+1,797
New +$835K 0.88% 28

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

Strait & Sound Wealth Management's LMT Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Lockheed Martin (LMT) stake by 0.28% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,067 shares worth $544K. The position accounts for 0.19% of the portfolio, ranked #95.

Strait & Sound Wealth Management first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2024. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Strait & Sound Wealth Management held 1,067 shares of Lockheed Martin worth $544K as of Q2 2026.
  • Strait & Sound Wealth Management bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.19% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Strait & Sound Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Lockheed Martin position peaked at $1.09M in Q3 2024.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.