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U.S. Wealth Group’s Lockheed Martin LMT Stock Holding History

U.S. Wealth Group’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 		$3.85M Buy
7,555
+973
+15% +$526K 2.3% 14
2026
Q1 		$3.98M Sell
6,582
-70
-1% -$43.1K 2.69% 14
2025
Q4 		$3.22M Sell
6,652
-80
-1% -$38.3K 2.12% 16
2025
Q3 		$3.36M Buy
6,732
+2,186
+48% +$992K 2.2% 17
2025
Q2 		$2.11M Buy
4,546
+345
+8% +$161K 1.64% 31
2025
Q1 		$1.88M Sell
4,201
-229
-5% -$105K 1.49% 31
2024
Q4 		$2.15M Buy
+4,430
New +$2.41M 1.63% 27

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

U.S. Wealth Group's LMT Position: Q2 2026 in Review

U.S. Wealth Group increased its Lockheed Martin (LMT) stake by 15% in Q2 2026, buying an estimated $526K and bringing the position to 7,555 shares worth $3.85M. The position accounts for 2.3% of the portfolio, ranked #14.

U.S. Wealth Group first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • U.S. Wealth Group held 7,555 shares of Lockheed Martin worth $3.85M as of Q2 2026.
  • U.S. Wealth Group bought 973 Lockheed Martin shares in Q2 2026, an estimated $526K.
  • Lockheed Martin made up 2.3% of U.S. Wealth Group's portfolio in Q2 2026, its #14 holding.
  • U.S. Wealth Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • U.S. Wealth Group's Lockheed Martin position peaked at $3.98M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.