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True Link Financial Advisors’s Lockheed Martin LMT Stock Holding History

True Link Financial 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 		$2.39M Sell
4,697
-90
-2% -$48.7K 0.14% 20
2026
Q1 		$2.89M Sell
4,787
-190
-4% -$117K 0.18% 20
2025
Q4 		$2.41M Sell
4,977
-51
-1% -$24.4K 0.15% 25
2025
Q3 		$2.51M Sell
5,028
-125
-2% -$56.7K 0.16% 22
2025
Q2 		$2.39M Sell
5,153
-305
-6% -$143K 0.16% 22
2025
Q1 		$2.44M Sell
5,458
-204
-4% -$93.9K 0.18% 23
2024
Q4 		$2.75M Buy
5,662
+1
+0% +$545 0.23% 15
2024
Q3 		$3.31M Sell
5,661
-30
-0.5% -$16.1K 0.28% 16
2024
Q2 		$2.66M Sell
5,691
-12
-0.2% -$5.55K 0.25% 16
2024
Q1 		$2.59M Sell
5,703
-493
-8% -$216K 0.25% 16
2023
Q4 		$2.81M Buy
+6,196
New +$2.75M 0.3% 15
2023
Q3 		– Sell
-819
Closed -$377K – 111
2023
Q2 		$377K Hold
819
– – 0.05% 88
2023
Q1 		$387K Hold
819
– – 0.05% 90
2022
Q4 		$398K Hold
819
– – 0.05% 83
2022
Q3 		$316K Hold
819
– – 0.05% 107
2022
Q2 		$352K Buy
819
+29
+4% +$12.7K 0.05% 100
2022
Q1 		$349K Buy
+790
New +$320K 0.05% 97
2021
Q4 		– Sell
-18
Closed -$6K – 787
2021
Q3 		$6K Hold
18
– – ﹤0.01% 658
2021
Q2 		$7K Buy
+18
New +$6.92K ﹤0.01% 584

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

True Link Financial Advisors's LMT Position: Q2 2026 in Review

True Link Financial Advisors reduced its Lockheed Martin (LMT) stake by 1.9% in Q2 2026, selling an estimated $48.7K and leaving 4,697 shares worth $2.39M. The position accounts for 0.14% of the portfolio, ranked #20.

True Link Financial Advisors first reported a position in LMT in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.31M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • True Link Financial Advisors held 4,697 shares of Lockheed Martin worth $2.39M as of Q2 2026.
  • True Link Financial Advisors sold 90 Lockheed Martin shares in Q2 2026, an estimated $48.7K.
  • Lockheed Martin made up 0.14% of True Link Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • True Link Financial Advisors first reported a position in Lockheed Martin in Q2 2021 and has held it in 19 quarters since.
  • True Link Financial Advisors's Lockheed Martin position peaked at $3.31M in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.