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WealthShield Partners’s Lockheed Martin LMT Stock Holding History

WealthShield Partners’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 		$2.42M Buy
4,747
+384
+9% +$208K 0.37% 78
2026
Q1 		$2.64M Buy
4,363
+369
+9% +$227K 0.29% 99
2025
Q4 		$1.93M Buy
3,994
+943
+31% +$451K 0.21% 120
2025
Q3 		$1.52M Buy
3,051
+6
+0.2% +$2.72K 0.17% 137
2025
Q2 		$1.41M Sell
3,045
-82
-3% -$38.4K 0.17% 141
2025
Q1 		$1.4M Sell
3,127
-3,095
-50% -$1.42M 0.18% 133
2024
Q4 		$3.02M Sell
6,222
-206
-3% -$112K 0.43% 62
2024
Q3 		$3.76M Buy
6,428
+297
+5% +$159K 0.51% 54
2024
Q2 		$2.86M Buy
6,131
+743
+14% +$343K 0.44% 66
2024
Q1 		$2.47M Buy
5,388
+1,942
+56% +$851K 0.4% 74
2023
Q4 		$1.56M Buy
+3,446
New +$1.53M 0.26% 111
2021
Q3 		– Sell
-668
Closed -$253K – 514
2021
Q2 		$253K Buy
668
+133
+25% +$51.1K 0.04% 227
2021
Q1 		$198K Buy
+535
New +$184K 0.04% 257
2020
Q4 		– Sell
-655
Closed -$251K – 358
2020
Q3 		$251K Buy
655
+94
+17% +$35.9K 0.09% 214
2020
Q2 		$205K Buy
+561
New +$212K 0.09% 198

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

WealthShield Partners's LMT Position: Q2 2026 in Review

WealthShield Partners increased its Lockheed Martin (LMT) stake by 8.8% in Q2 2026, buying an estimated $208K and bringing the position to 4,747 shares worth $2.42M. The position accounts for 0.37% of the portfolio, ranked #78.

WealthShield Partners first reported a position in LMT in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.76M in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • WealthShield Partners held 4,747 shares of Lockheed Martin worth $2.42M as of Q2 2026.
  • WealthShield Partners bought 384 Lockheed Martin shares in Q2 2026, an estimated $208K.
  • Lockheed Martin made up 0.37% of WealthShield Partners's portfolio in Q2 2026, its #78 holding.
  • WealthShield Partners first reported a position in Lockheed Martin in Q2 2020 and has held it in 15 quarters since.
  • WealthShield Partners's Lockheed Martin position peaked at $3.76M in Q3 2024.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.