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WPWealth’s Lockheed Martin LMT Stock Holding History

WPWealth’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 		$449K Sell
882
-29
-3% -$15.7K 0.07% 70
2026
Q1 		$550K Sell
911
-201
-18% -$124K 0.08% 64
2025
Q4 		$538K Buy
1,112
+30
+3% +$14.4K 0.08% 62
2025
Q3 		$540K Sell
1,082
-2
-0.2% -$907 0.09% 61
2025
Q2 		$502K Sell
1,084
-228
-17% -$107K 0.09% 58
2025
Q1 		$586K Sell
1,312
-8
-0.6% -$3.68K 0.12% 51
2024
Q4 		$642K Buy
1,320
+534
+68% +$291K 0.13% 47
2024
Q3 		$460K Buy
+786
New +$422K 0.1% 51

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

WPWealth's LMT Position: Q2 2026 in Review

WPWealth reduced its Lockheed Martin (LMT) stake by 3.2% in Q2 2026, selling an estimated $15.7K and leaving 882 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #70.

WPWealth first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $642K in Q4 2024. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • WPWealth held 882 shares of Lockheed Martin worth $449K as of Q2 2026.
  • WPWealth sold 29 Lockheed Martin shares in Q2 2026, an estimated $15.7K.
  • Lockheed Martin made up 0.07% of WPWealth's portfolio in Q2 2026, its #70 holding.
  • WPWealth first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • WPWealth's Lockheed Martin position peaked at $642K in Q4 2024.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.