TRB Wealth Management’s Lockheed Martin LMT Stock Holding History

TRB Wealth Management’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	$270K	Buy	+530	New	+$287K	0.04%	226

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

TRB Wealth Management's LMT Position: Q2 2026 in Review

TRB Wealth Management opened a new position in Lockheed Martin (LMT) in Q2 2026: 530 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #226 among its holdings.

2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

TRB Wealth Management held 530 shares of Lockheed Martin worth $270K as of Q2 2026.
Lockheed Martin was a new TRB Wealth Management position in Q2 2026.
Lockheed Martin made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #226 holding.
2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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