4WM
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44 Wealth Management’s Lockheed Martin LMT Stock Holding History

44 Wealth Management’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
Q1 		$1.05M Buy
1,738
+339
+24% +$209K 0.37% 99
2025
Q4 		$677K Sell
1,399
-335
-19% -$160K 0.23% 124
2025
Q3 		$866K Buy
+1,734
New +$787K 0.29% 109
2025
Q1 		– Sell
-667
Closed -$324K – 197
2024
Q4 		$324K Sell
667
-141
-17% -$76.9K 0.12% 157
2024
Q3 		$461K Buy
+808
New +$434K 0.16% 143
2023
Q2 		$4.78M Buy
10,373
+97
+0.9% +$45K 1.63% 15
2023
Q1 		$4.86M Buy
10,276
+321
+3% +$151K 1.64% 15
2022
Q4 		$4.84M Buy
9,955
+844
+9% +$392K 1.67% 13
2022
Q3 		$3.52M Buy
9,111
+752
+9% +$314K 1.45% 16
2022
Q2 		$3.59M Buy
8,359
+299
+4% +$131K 1.39% 17
2022
Q1 		$3.56M Sell
8,060
-246
-3% -$99.7K 1.28% 15
2021
Q4 		$2.95M Buy
8,306
+1,118
+16% +$387K 1.02% 21
2021
Q3 		$2.48M Buy
7,188
+393
+6% +$142K 0.95% 26
2021
Q2 		$2.57M Buy
6,795
+1,141
+20% +$439K 0.99% 22
2021
Q1 		$2.09M Sell
5,654
-659
-10% -$226K 0.87% 29
2020
Q4 		$2.24M Buy
+6,313
New +$2.32M 1.02% 23

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

44 Wealth Management's LMT Position: Q1 2026 in Review

44 Wealth Management increased its Lockheed Martin (LMT) stake by 24% in Q1 2026, buying an estimated $209K and bringing the position to 1,738 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #99.

44 Wealth Management first reported a position in LMT in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.86M in Q1 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • 44 Wealth Management held 1,738 shares of Lockheed Martin worth $1.05M as of Q1 2026.
  • 44 Wealth Management bought 339 Lockheed Martin shares in Q1 2026, an estimated $209K.
  • Lockheed Martin made up 0.37% of 44 Wealth Management's portfolio in Q1 2026, its #99 holding.
  • 44 Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 16 quarters since.
  • 44 Wealth Management's Lockheed Martin position peaked at $4.86M in Q1 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.