WE
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Wealth Effects’s Lockheed Martin LMT Stock Holding History

Wealth Effects’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 		$274K Sell
537
-13
-2% -$7.03K 0.07% 198
2026
Q1 		$332K Buy
550
+12
+2% +$7.39K 0.12% 145
2025
Q4 		$260K Sell
538
-62
-10% -$29.7K 0.08% 169
2025
Q3 		$300K Sell
600
-2
-0.3% -$907 0.1% 155
2025
Q2 		$279K Buy
602
+1
+0.2% +$468 0.1% 162
2025
Q1 		$268K Sell
601
-6
-1% -$2.76K 0.11% 154
2024
Q4 		$295K Sell
607
-104
-15% -$56.7K 0.1% 157
2024
Q3 		$416K Hold
711
– – 0.15% 127
2024
Q2 		$332K Hold
711
– – 0.12% 140
2024
Q1 		$323K Sell
711
-31
-4% -$13.6K 0.12% 144
2023
Q4 		$336K Buy
742
+107
+17% +$47.4K 0.13% 142
2023
Q3 		$260K Buy
635
+110
+21% +$48.8K 0.13% 142
2023
Q2 		$242K Buy
525
+5
+1% +$2.32K 0.11% 153
2023
Q1 		$246K Sell
520
-85
-14% -$39.9K 0.13% 154
2022
Q4 		$294K Hold
605
– – 0.17% 134
2022
Q3 		$234K Buy
605
+22
+4% +$9.19K 0.14% 144
2022
Q2 		$251K Sell
583
-40
-6% -$17.6K 0.15% 141
2022
Q1 		$275K Buy
623
+5
+0.8% +$2.03K 0.13% 149
2021
Q4 		$220K Buy
+618
New +$214K 0.09% 190

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 Effects's LMT Position: Q2 2026 in Review

Wealth Effects reduced its Lockheed Martin (LMT) stake by 2.4% in Q2 2026, selling an estimated $7.03K and leaving 537 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #198.

Wealth Effects first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $416K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Effects held 537 shares of Lockheed Martin worth $274K as of Q2 2026.
  • Wealth Effects sold 13 Lockheed Martin shares in Q2 2026, an estimated $7.03K.
  • Lockheed Martin made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #198 holding.
  • Wealth Effects first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Lockheed Martin position peaked at $416K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.