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Trueblood Wealth Management’s Lockheed Martin LMT Stock Holding History

Trueblood 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 		$640K Buy
1,256
+2
+0.2% +$1.08K 0.22% 130
2026
Q1 		$758K Buy
1,254
+29
+2% +$17.9K 0.3% 108
2025
Q4 		$593K Sell
1,225
-109
-8% -$52.2K 0.23% 133
2025
Q3 		$666K Sell
1,334
-137
-9% -$62.2K 0.26% 120
2025
Q2 		$681K Buy
1,471
+54
+4% +$25.3K 0.28% 115
2025
Q1 		$633K Sell
1,417
-12
-0.8% -$5.52K 0.29% 117
2024
Q4 		$694K Hold
1,429
– – 0.34% 99
2024
Q3 		$835K Sell
1,429
-8
-0.6% -$4.29K 0.42% 78
2024
Q2 		$671K Sell
1,437
-22
-2% -$10.2K 0.38% 84
2024
Q1 		$664K Buy
1,459
+63
+5% +$27.6K 0.38% 87
2023
Q4 		$633K Buy
+1,396
New +$618K 0.4% 83

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

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

Trueblood Wealth Management increased its Lockheed Martin (LMT) stake by 0.16% in Q2 2026, buying an estimated $1.08K and bringing the position to 1,256 shares worth $640K. The position accounts for 0.22% of the portfolio, ranked #130.

Trueblood Wealth Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $835K in Q3 2024. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Trueblood Wealth Management held 1,256 shares of Lockheed Martin worth $640K as of Q2 2026.
  • Trueblood Wealth Management bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.22% of Trueblood Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Trueblood Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Lockheed Martin position peaked at $835K in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.