WFA of San Diego’s Lockheed Martin LMT Stock Holding History

WFA of San Diego’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	$286K	Hold	478	–	–	0.23%	79
2026 Q1	$289K	Hold	478	–	–	0.23%	73
2025 Q4	$231K	Hold	478	–	–	0.17%	87
2025 Q3	$239K	Hold	478	–	–	0.16%	92
2025 Q2	$221K	Buy	+478	New	+$224K	0.16%	93
2024 Q3	$104K	Hold	178	–	–	0.09%	124
2024 Q2	$83.1K	Buy	+178	New	+$82.3K	0.07%	134
2023 Q3	$31.9K	Hold	78	–	–	0.03%	204
2023 Q2	$35.9K	Sell	78 -661	-89%	-$307K	0.04%	198
2023 Q1	$349K	Sell	739 -100	-12%	-$46.9K	0.37%	55
2022 Q4	$408K	Hold	839	–	–	0.31%	64
2022 Q3	$324K	Buy	839 +800	+2,051%	+$334K	0.29%	68
2022 Q2	$17K	Buy	+39	New	+$17.1K	0.01%	232
2022 Q1	–	Sell	-955	Closed	-$339K	–	130
2021 Q4	$339K	Buy	+955	New	+$330K	0.2%	89
2021 Q1	–	Sell	-55	Closed	-$354K	–	113
2020 Q4	$354K	Buy	+55	New	+$20.2K	0.09%	20

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

WFA of San Diego's LMT Position: Q2 2026 in Review

WFA of San Diego held its Lockheed Martin (LMT) position steady in Q2 2026 at 478 shares worth $286K. The position accounts for 0.23% of the portfolio, ranked #79.

WFA of San Diego first reported a position in LMT in Q4 2020 and has held it in 15 quarters since. The position peaked at $408K in Q4 2022. 2,790 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

WFA of San Diego held 478 shares of Lockheed Martin worth $286K as of Q2 2026.
WFA of San Diego left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.23% of WFA of San Diego's portfolio in Q2 2026, its #79 holding.
WFA of San Diego first reported a position in Lockheed Martin in Q4 2020 and has held it in 15 quarters since.
WFA of San Diego's Lockheed Martin position peaked at $408K in Q4 2022.
2,790 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.