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StrongBox Wealth’s Lockheed Martin LMT Stock Holding History

StrongBox Wealth’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 		$746K Buy
1,463
+1,079
+281% +$583K 0.21% 60
2026
Q1 		$233K Buy
+384
New +$237K 0.07% 89
2025
Q4 		– Sell
-477
Closed -$238K – 94
2025
Q3 		$238K Sell
477
-5
-1% -$2.27K 0.08% 87
2025
Q2 		$224K Sell
482
-31
-6% -$14.5K 0.08% 85
2025
Q1 		$229K Sell
513
-23
-4% -$10.6K 0.1% 86
2024
Q4 		$260K Sell
536
-260
-33% -$142K 0.11% 79
2024
Q3 		$465K Hold
796
– – 0.2% 62
2024
Q2 		$372K Buy
796
+260
+49% +$120K 0.18% 67
2024
Q1 		$244K Buy
536
+10
+2% +$4.38K 0.13% 75
2023
Q4 		$238K Buy
526
+10
+2% +$4.43K 0.14% 73
2023
Q3 		$211K Sell
516
-12
-2% -$5.32K 0.13% 79
2023
Q2 		$243K Sell
528
-80
-13% -$37.1K 0.15% 78
2023
Q1 		$287K Sell
608
-200
-25% -$93.8K 0.19% 68
2022
Q4 		$393K Sell
808
-3
-0.4% -$1.39K 0.28% 60
2022
Q3 		$313K Sell
811
-50
-6% -$20.9K 0.23% 66
2022
Q2 		$370K Buy
861
+45
+6% +$19.8K 0.24% 68
2022
Q1 		$360K Sell
816
-46
-5% -$18.6K 0.21% 71
2021
Q4 		$306K Buy
862
+29
+3% +$10K 0.15% 87
2021
Q3 		$288K Sell
833
-8
-1% -$2.9K 0.16% 87
2021
Q2 		$318K Buy
841
+15
+2% +$5.77K 0.18% 82
2021
Q1 		$305K Buy
826
+2
+0.2% +$686 0.19% 75
2020
Q4 		$292K Buy
824
+3
+0.4% +$1.1K 0.19% 77
2020
Q3 		$315K Sell
821
-32
-4% -$12.2K 0.23% 64
2020
Q2 		$311K Sell
853
-53
-6% -$20K 0.28% 67
2020
Q1 		$307K Buy
+906
New +$356K 0.35% 62

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

StrongBox Wealth's LMT Position: Q2 2026 in Review

StrongBox Wealth increased its Lockheed Martin (LMT) stake by 281% in Q2 2026, buying an estimated $583K and bringing the position to 1,463 shares worth $746K. The position accounts for 0.21% of the portfolio, ranked #60.

StrongBox Wealth first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • StrongBox Wealth held 1,463 shares of Lockheed Martin worth $746K as of Q2 2026.
  • StrongBox Wealth bought 1,079 Lockheed Martin shares in Q2 2026, an estimated $583K.
  • Lockheed Martin made up 0.21% of StrongBox Wealth's portfolio in Q2 2026, its #60 holding.
  • StrongBox Wealth first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.