WAG
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Wiser Advisor Group’s Lockheed Martin LMT Stock Holding History

Wiser Advisor 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 		$56.3K Buy
111
+1
+0.9% +$541 0.06% 85
2026
Q1 		$66.4K Buy
110
+2
+2% +$1.23K 0.08% 80
2025
Q4 		$52.4K Sell
108
-15
-12% -$7.18K 0.06% 93
2025
Q3 		$61.2K Buy
+123
New +$55.8K 0.08% 81
2025
Q2 		– Sell
-121
Closed -$54.1K – 160
2025
Q1 		$54.1K Buy
121
+1
+0.8% +$460 0.08% 90
2024
Q4 		$58.2K Buy
120
+2
+2% +$1.09K 0.08% 89
2024
Q3 		$69K Buy
118
+2
+2% +$1.07K 0.1% 81
2024
Q2 		$53.9K Buy
116
+53
+84% +$24.5K 0.08% 89
2024
Q1 		$28.9K Buy
63
+25
+66% +$11K 0.05% 125
2023
Q4 		$17.4K Buy
+38
New +$16.8K 0.03% 157

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

Wiser Advisor Group's LMT Position: Q2 2026 in Review

Wiser Advisor Group increased its Lockheed Martin (LMT) stake by 0.91% in Q2 2026, buying an estimated $541 and bringing the position to 111 shares worth $56.3K. The position accounts for 0.06% of the portfolio, ranked #85.

Wiser Advisor Group first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $69K in Q3 2024. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wiser Advisor Group held 111 shares of Lockheed Martin worth $56.3K as of Q2 2026.
  • Wiser Advisor Group bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.06% of Wiser Advisor Group's portfolio in Q2 2026, its #85 holding.
  • Wiser Advisor Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Lockheed Martin position peaked at $69K in Q3 2024.
  • 2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.