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Vermillion Wealth Management’s Lockheed Martin LMT Stock Holding History

Vermillion 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 		$162K Sell
318
-158
-33% -$85.4K 0.04% 277
2026
Q1 		$288K Buy
476
+14
+3% +$8.62K 0.11% 82
2025
Q4 		$224K Buy
462
+150
+48% +$71.8K 0.09% 90
2025
Q3 		$156K Hold
312
– – 0.04% 267
2025
Q2 		$145K Sell
312
-150
-32% -$70.2K 0.07% 101
2025
Q1 		$206K Sell
462
-4
-0.9% -$1.84K 0.06% 166
2024
Q4 		$226K Buy
+466
New +$254K 0.12% 79

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Lockheed Martin (LMT) stake by 33% in Q2 2026, selling an estimated $85.4K and leaving 318 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #277.

Vermillion Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q1 2026. 1,047 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Vermillion Wealth Management held 318 shares of Lockheed Martin worth $162K as of Q2 2026.
  • Vermillion Wealth Management sold 158 Lockheed Martin shares in Q2 2026, an estimated $85.4K.
  • Lockheed Martin made up 0.04% of Vermillion Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Vermillion Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Lockheed Martin position peaked at $288K in Q1 2026.
  • 1,047 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.