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Wealth Dimensions Group’s Lockheed Martin LMT Stock Holding History

Wealth Dimensions Group’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 		$477K Buy
936
+4
+0.4% +$2.16K 0.09% 111
2026
Q1 		$563K Sell
932
-31
-3% -$19.1K 0.11% 98
2025
Q4 		$466K Sell
963
-454
-32% -$217K 0.09% 105
2025
Q3 		$707K Sell
1,417
-18
-1% -$8.17K 0.15% 82
2025
Q2 		$665K Sell
1,435
-28
-2% -$13.1K 0.15% 85
2025
Q1 		$653K Buy
1,463
+151
+12% +$69.5K 0.16% 78
2024
Q4 		$637K Sell
1,312
-87
-6% -$47.4K 0.16% 76
2024
Q3 		$818K Buy
1,399
+3
+0.2% +$1.61K 0.21% 61
2024
Q2 		$652K Sell
1,396
-199
-12% -$92K 0.19% 68
2024
Q1 		$726K Sell
1,595
-3
-0.2% -$1.31K 0.21% 61
2023
Q4 		$724K Sell
1,598
-9
-0.6% -$3.99K 0.23% 53
2023
Q3 		$657K Buy
1,607
+157
+11% +$69.7K 0.24% 55
2023
Q2 		$668K Buy
1,450
+4
+0.3% +$1.86K 0.24% 55
2023
Q1 		$683K Sell
1,446
-100
-6% -$46.9K 0.26% 51
2022
Q4 		$752K Buy
1,546
+3
+0.2% +$1.39K 0.31% 48
2022
Q3 		$596K Sell
1,543
-2
-0.1% -$835 0.29% 46
2022
Q2 		$664K Buy
1,545
+4
+0.3% +$1.76K 0.32% 48
2022
Q1 		$680K Buy
1,541
+244
+19% +$98.9K 0.31% 53
2021
Q4 		$461K Buy
1,297
+96
+8% +$33.2K 0.23% 81
2021
Q3 		$415K Buy
1,201
+16
+1% +$5.79K 0.27% 81
2021
Q2 		$448K Sell
1,185
-17
-1% -$6.54K 0.3% 72
2021
Q1 		$444K Hold
1,202
– – 0.34% 66
2020
Q4 		$427K Buy
+1,202
New +$442K 0.37% 59

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

Wealth Dimensions Group's LMT Position: Q2 2026 in Review

Wealth Dimensions Group increased its Lockheed Martin (LMT) stake by 0.43% in Q2 2026, buying an estimated $2.16K and bringing the position to 936 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #111.

Wealth Dimensions Group first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $818K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Dimensions Group held 936 shares of Lockheed Martin worth $477K as of Q2 2026.
  • Wealth Dimensions Group bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
  • Lockheed Martin made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #111 holding.
  • Wealth Dimensions Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Lockheed Martin position peaked at $818K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.