WETS
LMT icon

Wealth Enhancement Trust Services’s Lockheed Martin LMT Stock Holding History

Wealth Enhancement Trust Services’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 		$2.95M Buy
5,797
+125
+2% +$67.6K 0.33% 71
2026
Q1 		$3.43M Buy
5,672
+288
+5% +$177K 0.41% 56
2025
Q4 		$2.6M Buy
+5,384
New +$2.58M 0.33% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Trust Services's LMT Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Lockheed Martin (LMT) stake by 2.2% in Q2 2026, buying an estimated $67.6K and bringing the position to 5,797 shares worth $2.95M. The position accounts for 0.33% of the portfolio, ranked #71.

Wealth Enhancement Trust Services first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.43M in Q1 2026. 2,208 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,797 shares of Lockheed Martin worth $2.95M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 125 Lockheed Martin shares in Q2 2026, an estimated $67.6K.
  • Lockheed Martin made up 0.33% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #71 holding.
  • Wealth Enhancement Trust Services first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Lockheed Martin position peaked at $3.43M in Q1 2026.
  • 2,208 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.