WealthBridge Capital Management’s Lockheed Martin LMT Stock Holding History

WealthBridge Capital Management’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	$747K	Buy	1,467 +1,053	+254%	+$569K	0.15%	105
2026 Q1	$250K	Sell	414 -3	-0.7%	-$1.85K	0.06%	197
2025 Q4	$202K	Buy	417 +1	+0.2%	+$479	0.05%	204
2025 Q3	$208K	Buy	+416	New	+$189K	0.05%	205
2024 Q4	–	Sell	-441	Closed	-$258K	–	207
2024 Q3	$258K	Buy	+441	New	+$237K	0.07%	173
2024 Q2	–	Sell	-474	Closed	-$216K	–	193
2024 Q1	$216K	Buy	474 +1	+0.2%	+$438	0.07%	179
2023 Q4	$214K	Buy	+473	New	+$210K	0.08%	168
2023 Q3	–	Sell	-468	Closed	-$215K	–	189
2023 Q2	$215K	Sell	468 -4	-0.8%	-$1.86K	0.09%	170
2023 Q1	$223K	Sell	472 -24	-5%	-$11.3K	0.09%	175
2022 Q4	$241K	Buy	496 +10	+2%	+$4.65K	0.1%	168
2022 Q3	$209K	Hold	486	–	–	0.09%	185
2022 Q2	$209K	Sell	486 -5	-1%	-$2.19K	0.09%	185
2022 Q1	$217K	Buy	+491	New	+$199K	0.08%	173
2021 Q1	–	Sell	-617	Closed	-$219K	–	160
2020 Q4	$219K	Sell	617 -17	-3%	-$6.25K	0.1%	132
2020 Q3	$243K	Hold	634	–	–	0.12%	110
2020 Q2	$231K	Sell	634 -2	-0.3%	-$755	0.13%	109
2020 Q1	$216K	Buy	636 +60	+10%	+$23.6K	0.15%	105
2019 Q4	$224K	Buy	576 +42	+8%	+$16.1K	0.15%	110
2019 Q3	$208K	Buy	+534	New	+$201K	0.15%	106
2019 Q2	–	Sell	-476	Closed	-$162K	–	538
2019 Q1	$162K	Buy	476 +25	+6%	+$7.33K	0.1%	128
2018 Q4	$118K	Buy	+451	New	+$137K	0.09%	150

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

WealthBridge Capital Management's LMT Position: Q2 2026 in Review

WealthBridge Capital Management increased its Lockheed Martin (LMT) stake by 254% in Q2 2026, buying an estimated $569K and bringing the position to 1,467 shares worth $747K. The position accounts for 0.15% of the portfolio, ranked #105.

WealthBridge Capital Management first reported a position in LMT in Q4 2018 and has held it in 21 quarters since. 1,312 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

WealthBridge Capital Management held 1,467 shares of Lockheed Martin worth $747K as of Q2 2026.
WealthBridge Capital Management bought 1,053 Lockheed Martin shares in Q2 2026, an estimated $569K.
Lockheed Martin made up 0.15% of WealthBridge Capital Management's portfolio in Q2 2026, its #105 holding.
WealthBridge Capital Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 21 quarters since.
1,312 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.