Waypoint Wealth Counsel’s Lockheed Martin LMT Stock Holding History

Waypoint Wealth Counsel’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	$384K	Sell	755 -307	-29%	-$166K	0.24%	71
2026 Q1	$642K	Sell	1,062 -69	-6%	-$42.5K	0.33%	54
2025 Q4	$547K	Buy	+1,131	New	+$541K	0.2%	94
2025 Q3	–	Sell	-561	Closed	-$260K	–	282
2025 Q2	$260K	Buy	+561	New	+$263K	0.13%	137

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

Waypoint Wealth Counsel's LMT Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Lockheed Martin (LMT) stake by 29% in Q2 2026, selling an estimated $166K and leaving 755 shares worth $384K. The position accounts for 0.24% of the portfolio, ranked #71.

Waypoint Wealth Counsel first reported a position in LMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $642K in Q1 2026. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Waypoint Wealth Counsel held 755 shares of Lockheed Martin worth $384K as of Q2 2026.
Waypoint Wealth Counsel sold 307 Lockheed Martin shares in Q2 2026, an estimated $166K.
Lockheed Martin made up 0.24% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #71 holding.
Waypoint Wealth Counsel first reported a position in Lockheed Martin in Q2 2025 and has held it in 4 quarters since.
Waypoint Wealth Counsel's Lockheed Martin position peaked at $642K in Q1 2026.
2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.