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Strategies Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Strategies Wealth Advisors’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 		$307K Sell
603
-52
-8% -$28.1K 0.03% 159
2026
Q1 		$396K Buy
655
+52
+9% +$32K 0.04% 116
2025
Q4 		$292K Buy
603
+3
+0.5% +$1.44K 0.03% 146
2025
Q3 		$300K Sell
600
-62
-9% -$28.1K 0.03% 143
2025
Q2 		$307K Buy
662
+3
+0.5% +$1.4K 0.03% 140
2025
Q1 		$294K Buy
+659
New +$303K 0.04% 141

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

Strategies Wealth Advisors's LMT Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Lockheed Martin (LMT) stake by 7.9% in Q2 2026, selling an estimated $28.1K and leaving 603 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #159.

Strategies Wealth Advisors first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Strategies Wealth Advisors held 603 shares of Lockheed Martin worth $307K as of Q2 2026.
  • Strategies Wealth Advisors sold 52 Lockheed Martin shares in Q2 2026, an estimated $28.1K.
  • Lockheed Martin made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Strategies Wealth Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Lockheed Martin position peaked at $396K in Q1 2026.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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