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Talisman Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Talisman 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 Buy
603
+43
+8% +$23.2K 0.23% 84
2026
Q1 		$338K Sell
560
-110
-16% -$67.8K 0.27% 68
2025
Q4 		$324K Buy
670
+41
+7% +$19.6K 0.25% 75
2025
Q3 		$314K Buy
629
+16
+3% +$7.26K 0.26% 77
2025
Q2 		$284K Buy
613
+29
+5% +$13.6K 0.26% 84
2025
Q1 		$261K Sell
584
-43
-7% -$19.8K 0.27% 85
2024
Q4 		$305K Sell
627
-16
-2% -$8.72K 0.32% 74
2024
Q3 		$375K Sell
643
-12
-2% -$6.44K 0.39% 65
2024
Q2 		$306K Buy
655
+2
+0.3% +$924 0.35% 70
2024
Q1 		$297K Sell
653
-12
-2% -$5.26K 0.37% 69
2023
Q4 		$301K Buy
665
+1
+0.2% +$443 0.45% 66
2023
Q3 		$272K Sell
664
-5
-0.7% -$2.22K 0.47% 67
2023
Q2 		$308K Buy
669
+1
+0.1% +$464 0.53% 64
2023
Q1 		$316K Buy
668
+122
+22% +$57.2K 0.57% 63
2022
Q4 		$266K Buy
+546
New +$254K 0.57% 57

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

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

Talisman Wealth Advisors increased its Lockheed Martin (LMT) stake by 7.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 603 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #84.

Talisman Wealth Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $375K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Talisman Wealth Advisors held 603 shares of Lockheed Martin worth $307K as of Q2 2026.
  • Talisman Wealth Advisors bought 43 Lockheed Martin shares in Q2 2026, an estimated $23.2K.
  • Lockheed Martin made up 0.23% of Talisman Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Talisman Wealth Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's Lockheed Martin position peaked at $375K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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