WAG
LMT icon

Wilkerson Advisory Group’s Lockheed Martin LMT Stock Holding History

Wilkerson Advisory Group’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 		$43.8K Buy
86
+34
+65% +$18.4K 0.01% 244
2026
Q1 		$31.4K Buy
52
+15
+41% +$9.24K 0.01% 250
2025
Q4 		$17.9K Buy
+37
New +$17.7K 0.01% 255

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

Wilkerson Advisory Group's LMT Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Lockheed Martin (LMT) stake by 65% in Q2 2026, buying an estimated $18.4K and bringing the position to 86 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #244.

Wilkerson Advisory Group first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wilkerson Advisory Group held 86 shares of Lockheed Martin worth $43.8K as of Q2 2026.
  • Wilkerson Advisory Group bought 34 Lockheed Martin shares in Q2 2026, an estimated $18.4K.
  • Lockheed Martin made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #244 holding.
  • Wilkerson Advisory Group first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.