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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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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. 1,320 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.
  • 1,320 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.