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Valued Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Valued Wealth 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 		$10.4K Sell
20
-2
-9% -$1.08K ﹤0.01% 302
2026
Q1 		$13.5K Buy
22
+3
+16% +$1.85K 0.01% 239
2025
Q4 		$9.32K Buy
19
+2
+12% +$957 ﹤0.01% 230
2025
Q3 		$8.6K Sell
17
-3
-15% -$1.36K ﹤0.01% 233
2025
Q2 		$9.34K Sell
20
-8
-29% -$3.75K ﹤0.01% 218
2025
Q1 		$12.6K Sell
28
-1
-3% -$460 0.01% 205
2024
Q4 		$14.1K Buy
29
+1
+4% +$545 0.01% 188
2024
Q3 		$16.4K Hold
28
– – 0.01% 166
2024
Q2 		$13.1K Buy
28
+8
+40% +$3.7K 0.01% 171
2024
Q1 		$9.1K Buy
20
+10
+100% +$4.38K 0.01% 191
2023
Q4 		$4.09K Buy
+10
New +$4.43K ﹤0.01% 218

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

Valued Wealth Advisors's LMT Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Lockheed Martin (LMT) stake by 9.1% in Q2 2026, selling an estimated $1.08K and leaving 20 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Valued Wealth Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.4K in Q3 2024. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Valued Wealth Advisors held 20 shares of Lockheed Martin worth $10.4K as of Q2 2026.
  • Valued Wealth Advisors sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #302 holding.
  • Valued Wealth Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Lockheed Martin position peaked at $16.4K in Q3 2024.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.