VSM Wealth Advisory’s Lockheed Martin LMT Stock Holding History

VSM Wealth Advisory’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	$114K	Sell	224 -605	-73%	-$327K	0.03%	150
2026 Q1	$763K	Buy	829 +605	+270%	+$373K	0.23%	43
2025 Q4	$108K	Hold	224	–	–	0.03%	136
2025 Q3	$112K	Hold	224	–	–	0.03%	124
2025 Q2	$104K	Hold	224	–	–	0.03%	134
2025 Q1	$100K	Hold	224	–	–	0.04%	127
2024 Q4	$109K	Buy	+224	New	+$122K	0.04%	125

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

VSM Wealth Advisory's LMT Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Lockheed Martin (LMT) stake by 73% in Q2 2026, selling an estimated $327K and leaving 224 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #150.

VSM Wealth Advisory first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $763K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

VSM Wealth Advisory held 224 shares of Lockheed Martin worth $114K as of Q2 2026.
VSM Wealth Advisory sold 605 Lockheed Martin shares in Q2 2026, an estimated $327K.
Lockheed Martin made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #150 holding.
VSM Wealth Advisory first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Lockheed Martin position peaked at $763K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.