Vision Retirement’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.92M Sell
5,731
-252
-4% -$136K 0.71% 29
2026
Q1
$3.62M Sell
5,983
-13
-0.2% -$8.01K 1.03% 21
2025
Q4
$2.9M Buy
+5,996
New +$2.87M 0.78% 24

Other funds holding LMT

Vision Retirement's LMT Position: Q2 2026 in Review

Vision Retirement reduced its Lockheed Martin (LMT) stake by 4.2% in Q2 2026, selling an estimated $136K and leaving 5,731 shares worth $2.92M. The position accounts for 0.71% of the portfolio, ranked #29.

Vision Retirement first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.62M in Q1 2026. 2,657 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Vision Retirement held 5,731 shares of Lockheed Martin worth $2.92M as of Q2 2026.
  • Vision Retirement sold 252 Lockheed Martin shares in Q2 2026, an estimated $136K.
  • Lockheed Martin made up 0.71% of Vision Retirement's portfolio in Q2 2026, its #29 holding.
  • Vision Retirement first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Lockheed Martin position peaked at $3.62M in Q1 2026.
  • 2,657 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.