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Tred Avon Family Wealth’s Lockheed Martin LMT Stock Holding History

Tred Avon Family 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 		$471K Hold
925
– – 0.14% 182
2026
Q1 		$559K Buy
925
+137
+17% +$84.4K 0.19% 156
2025
Q4 		$381K Hold
788
– – 0.12% 187
2025
Q3 		$393K Buy
+788
New +$358K 0.14% 177

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

Tred Avon Family Wealth's LMT Position: Q2 2026 in Review

Tred Avon Family Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 925 shares worth $471K. The position accounts for 0.14% of the portfolio, ranked #182.

Tred Avon Family Wealth first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $559K in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Tred Avon Family Wealth held 925 shares of Lockheed Martin worth $471K as of Q2 2026.
  • Tred Avon Family Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.14% of Tred Avon Family Wealth's portfolio in Q2 2026, its #182 holding.
  • Tred Avon Family Wealth first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Lockheed Martin position peaked at $559K in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.