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Widmann Financial Services’s Lockheed Martin LMT Stock Holding History

Widmann Financial 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 		$923K Sell
1,812
-90
-5% -$48.7K 0.5% 59
2026
Q1 		$1.15M Buy
1,902
+80
+4% +$49.3K 0.68% 45
2025
Q4 		$881K Buy
1,822
+194
+12% +$92.8K 0.54% 55
2025
Q3 		$813K Buy
1,628
+20
+1% +$9.07K 0.51% 56
2025
Q2 		$745K Buy
1,608
+10
+0.6% +$4.68K 0.52% 54
2025
Q1 		$714K Buy
1,598
+510
+47% +$235K 0.55% 53
2024
Q4 		$529K Buy
1,088
+120
+12% +$65.4K 0.41% 54
2024
Q3 		$566K Buy
968
+20
+2% +$10.7K 0.43% 55
2024
Q2 		$443K Hold
948
– – 0.36% 55
2024
Q1 		$431K Buy
948
+38
+4% +$16.7K 0.36% 52
2023
Q4 		$412K Hold
910
– – 0.37% 53
2023
Q3 		$372K Buy
910
+15
+2% +$6.66K 0.37% 58
2023
Q2 		$412K Buy
895
+27
+3% +$12.5K 0.39% 54
2023
Q1 		$410K Buy
868
+20
+2% +$9.38K 0.41% 56
2022
Q4 		$413K Buy
848
+20
+2% +$9.29K 0.43% 55
2022
Q3 		$320K Buy
828
+37
+5% +$15.4K 0.35% 64
2022
Q2 		$340K Hold
791
– – 0.35% 63
2022
Q1 		$349K Buy
791
+240
+44% +$97.3K 0.31% 63
2021
Q4 		$195K Buy
+551
New +$191K 0.16% 86

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

Widmann Financial Services's LMT Position: Q2 2026 in Review

Widmann Financial Services reduced its Lockheed Martin (LMT) stake by 4.7% in Q2 2026, selling an estimated $48.7K and leaving 1,812 shares worth $923K. The position accounts for 0.5% of the portfolio, ranked #59.

Widmann Financial Services first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Widmann Financial Services held 1,812 shares of Lockheed Martin worth $923K as of Q2 2026.
  • Widmann Financial Services sold 90 Lockheed Martin shares in Q2 2026, an estimated $48.7K.
  • Lockheed Martin made up 0.5% of Widmann Financial Services's portfolio in Q2 2026, its #59 holding.
  • Widmann Financial Services first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Lockheed Martin position peaked at $1.15M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.