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Strategic Wealth Partners’s Lockheed Martin LMT Stock Holding History

Strategic Wealth Partners’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 		$537K Buy
1,054
+1
+0.1% +$541 0.03% 192
2026
Q1 		$636K Sell
1,053
-13
-1% -$8.01K 0.04% 178
2025
Q4 		$516K Sell
1,066
-23
-2% -$11K 0.04% 200
2025
Q3 		$544K Sell
1,089
-4
-0.4% -$1.81K 0.04% 219
2025
Q2 		$506K Buy
+1,093
New +$512K 0.04% 210
2024
Q4 		$579K Buy
1,332
+147
+12% +$80.1K 0.05% 192
2024
Q3 		$693K Sell
1,185
-37
-3% -$19.9K 0.07% 170
2024
Q2 		$571K Sell
1,222
-42
-3% -$19.4K 0.06% 181
2024
Q1 		$575K Sell
1,264
-476
-27% -$209K 0.06% 183
2023
Q4 		$789K Sell
1,740
-3,283
-65% -$1.45M 0.1% 147
2023
Q3 		$2.05M Sell
5,023
-418
-8% -$185K 0.27% 98
2023
Q2 		$2.5M Sell
5,441
-55
-1% -$25.5K 0.32% 93
2023
Q1 		$2.6M Sell
5,496
-209
-4% -$98K 0.4% 75
2022
Q4 		$2.78M Sell
5,705
-307
-5% -$143K 0.52% 53
2022
Q3 		$2.32M Sell
6,012
-3
-0% -$1.25K 0.49% 61
2022
Q2 		$2.59M Sell
6,015
-7,130
-54% -$3.13M 0.56% 57
2022
Q1 		$5.8M Sell
13,145
-962
-7% -$390K 1.13% 15
2021
Q4 		$5.01M Buy
+14,107
New +$4.88M 0.95% 23
2019
Q4 		– Sell
-228
Closed -$48K – 341
2019
Q3 		$48K Sell
228
-55
-19% -$20.7K 0.25% 82
2019
Q2 		$103K Buy
+283
New +$94.7K 0.05% 175
2018
Q2 		– Sell
-80
Closed -$27K – 798
2018
Q1 		$27K Hold
80
– – 0.01% 310
2017
Q4 		$25K Buy
+80
New +$25.2K 0.01% 300

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

Strategic Wealth Partners's LMT Position: Q2 2026 in Review

Strategic Wealth Partners increased its Lockheed Martin (LMT) stake by 0.09% in Q2 2026, buying an estimated $541 and bringing the position to 1,054 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #192.

Strategic Wealth Partners first reported a position in LMT in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.8M in Q1 2022. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Strategic Wealth Partners held 1,054 shares of Lockheed Martin worth $537K as of Q2 2026.
  • Strategic Wealth Partners bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • Strategic Wealth Partners first reported a position in Lockheed Martin in Q4 2017 and has held it in 22 quarters since.
  • Strategic Wealth Partners's Lockheed Martin position peaked at $5.8M in Q1 2022.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.