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SVB Wealth’s Lockheed Martin LMT Stock Holding History

SVB 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 		$890K Sell
1,747
-217
-11% -$117K 0.06% 205
2026
Q1 		$1.19M Sell
1,964
-122
-6% -$75.2K 0.08% 176
2025
Q4 		$1.01M Sell
2,086
-86
-4% -$41.2K 0.06% 207
2025
Q3 		$1.08M Sell
2,172
-25
-1% -$11.3K 0.06% 219
2025
Q2 		$1.02M Buy
+2,197
New +$1.03M 0.05% 229
2025
Q1 		– Sell
-4,520
Closed -$2.2M – 1661
2024
Q4 		$2.2M Buy
+4,520
New +$2.46M 0.04% 221
2024
Q3 		– Sell
-4,552
Closed -$2.13M – 349
2024
Q2 		$2.13M Sell
4,552
-665
-13% -$307K 0.05% 227
2024
Q1 		$2.37M Sell
5,217
-38
-0.7% -$16.7K 0.05% 229
2023
Q4 		$2.38M Buy
5,255
+228
+5% +$101K 0.06% 224
2023
Q3 		$2.06M Sell
5,027
-1,025
-17% -$455K 0.05% 221
2023
Q2 		$2.79M Sell
6,052
-1,059
-15% -$492K 0.05% 203
2023
Q1 		$3.36M Sell
7,111
-213
-3% -$99.9K 0.05% 206
2022
Q4 		$3.56M Sell
7,324
-169
-2% -$78.5K 0.05% 202
2022
Q3 		$2.9M Buy
7,493
+1,860
+33% +$777K 0.04% 213
2022
Q2 		$2.42M Buy
5,633
+185
+3% +$81.2K 0.04% 201
2022
Q1 		$2.4M Buy
5,448
+262
+5% +$106K 0.03% 207
2021
Q4 		$1.84M Buy
5,186
+686
+15% +$237K 0.03% 233
2021
Q3 		$1.55M Sell
4,500
-307
-6% -$111K 0.02% 301
2021
Q2 		$1.82M Sell
4,807
-152
-3% -$58.4K 0.02% 270
2021
Q1 		$1.83M Buy
4,959
+50
+1% +$17.2K 0.03% 252
2020
Q4 		$1.74M Sell
4,909
-923
-16% -$339K 0.03% 258
2020
Q3 		$2.24M Buy
5,832
+121
+2% +$46.2K 0.04% 206
2020
Q2 		$2.08M Buy
5,711
+1,019
+22% +$385K 0.04% 193
2020
Q1 		$1.59M Sell
4,692
-969
-17% -$381K 0.04% 191
2019
Q4 		$2.2M Buy
5,661
+1,756
+45% +$674K 0.04% 207
2019
Q3 		$1.52M Buy
3,905
+202
+5% +$76K 0.03% 235
2019
Q2 		$1.35M Sell
3,703
-668
-15% -$223K 0.05% 245
2019
Q1 		$1.31M Sell
4,371
-574
-12% -$168K 0.05% 198
2018
Q4 		$1.29M Sell
4,945
-194
-4% -$58.9K 0.06% 194
2018
Q3 		$1.78M Buy
5,139
+148
+3% +$47.8K 0.06% 187
2018
Q2 		$1.48M Sell
4,991
-1,953
-28% -$630K 0.06% 204
2018
Q1 		$2.35M Buy
6,944
+1,504
+28% +$512K 0.09% 166
2017
Q4 		$1.75M Sell
5,440
-635
-10% -$200K 0.07% 199
2017
Q3 		$1.89M Sell
6,075
-4,512
-43% -$1.35M 0.07% 189
2017
Q2 		$2.94M Sell
10,587
-4,383
-29% -$1.2M 0.12% 149
2017
Q1 		$4.01M Sell
14,970
-1,406
-9% -$368K 0.16% 118
2016
Q4 		$4.09M Sell
16,376
-503
-3% -$126K 0.17% 114
2016
Q3 		$4.05M Sell
16,879
-111
-0.7% -$27.8K 0.16% 127
2016
Q2 		$4.22M Sell
16,990
-661
-4% -$156K 0.17% 128
2016
Q1 		$3.91M Buy
17,651
+2,269
+15% +$488K 0.16% 134
2015
Q4 		$3.34M Sell
15,382
-751
-5% -$163K 0.13% 148
2015
Q3 		$3.35M Sell
16,133
-2,869
-15% -$584K 0.13% 160
2015
Q2 		$3.53M Sell
19,002
-1,010
-5% -$194K 0.12% 167
2015
Q1 		$4.06M Sell
20,012
-589
-3% -$116K 0.13% 161
2014
Q4 		$3.97M Buy
+20,601
New +$3.82M 0.13% 165

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

SVB Wealth's LMT Position: Q2 2026 in Review

SVB Wealth reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $117K and leaving 1,747 shares worth $890K. The position accounts for 0.06% of the portfolio, ranked #205.

SVB Wealth first reported a position in LMT in Q4 2014 and has held it in 45 quarters since. The position peaked at $4.22M in Q2 2016. 1,087 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SVB Wealth held 1,747 shares of Lockheed Martin worth $890K as of Q2 2026.
  • SVB Wealth sold 217 Lockheed Martin shares in Q2 2026, an estimated $117K.
  • Lockheed Martin made up 0.06% of SVB Wealth's portfolio in Q2 2026, its #205 holding.
  • SVB Wealth first reported a position in Lockheed Martin in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Lockheed Martin position peaked at $4.22M in Q2 2016.
  • 1,087 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.