49 Wealth Management’s Lockheed Martin LMT Stock Holding History

49 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	$418K	Buy	692 +7	+1%	+$4.31K	0.03%	126
2025 Q4	$331K	Buy	685 +10	+1%	+$4.79K	0.03%	142
2025 Q3	$337K	Buy	675 +4	+0.6%	+$1.81K	0.03%	133
2025 Q2	$311K	Buy	671 +10	+2%	+$4.68K	0.03%	131
2025 Q1	$295K	Buy	661 +22	+3%	+$10.1K	0.04%	142
2024 Q4	$311K	Buy	639 +99	+18%	+$54K	0.04%	118
2024 Q3	$316K	Buy	+540	New	+$290K	0.05%	118

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

49 Wealth Management increased its Lockheed Martin (LMT) stake by 1% in Q1 2026, buying an estimated $4.31K and bringing the position to 692 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #126.

49 Wealth Management first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

49 Wealth Management held 692 shares of Lockheed Martin worth $418K as of Q1 2026.
49 Wealth Management bought 7 Lockheed Martin shares in Q1 2026, an estimated $4.31K.
Lockheed Martin made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #126 holding.
49 Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.