AWM
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AE Wealth Management’s Lockheed Martin LMT Stock Holding History

AE 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 		$4.28M Buy
7,074
+144
+2% +$88.7K 0.02% 456
2025
Q4 		$3.35M Buy
6,930
+722
+12% +$346K 0.02% 470
2025
Q3 		$3.1M Buy
6,208
+78
+1% +$35.4K 0.02% 455
2025
Q2 		$2.84M Sell
6,130
-348
-5% -$163K 0.02% 461
2025
Q1 		$2.89M Sell
6,478
-3,177
-33% -$1.46M 0.02% 447
2024
Q4 		$4.69M Sell
9,655
-359
-4% -$196K 0.04% 352
2024
Q3 		$5.85M Sell
10,014
-929
-8% -$499K 0.05% 303
2024
Q2 		$5.11M Buy
10,943
+5,340
+95% +$2.47M 0.05% 317
2024
Q1 		$2.55M Sell
5,603
-48,898
-90% -$21.4M 0.03% 444
2023
Q4 		$23.4M Buy
54,501
+8,343
+18% +$3.7M 0.12% 197
2023
Q3 		$18.9M Sell
46,158
-4,552
-9% -$2.02M 0.11% 200
2023
Q2 		$23.3M Sell
50,710
-4,847
-9% -$2.25M 0.14% 171
2023
Q1 		$26.3M Sell
55,557
-4,911
-8% -$2.3M 0.17% 142
2022
Q4 		$29.4M Buy
60,468
+1,238
+2% +$575K 0.21% 98
2022
Q3 		$22.9M Sell
59,230
-11,144
-16% -$4.65M 0.18% 125
2022
Q2 		$30.3M Buy
70,374
+14,861
+27% +$6.53M 0.24% 92
2022
Q1 		$24.5M Buy
55,513
+2,826
+5% +$1.15M 0.17% 131
2021
Q4 		$18.7M Buy
52,687
+4,442
+9% +$1.54M 0.13% 164
2021
Q3 		$16.6M Buy
48,245
+3,636
+8% +$1.32M 0.14% 163
2021
Q2 		$16.9M Buy
44,609
+4,255
+11% +$1.64M 0.15% 141
2021
Q1 		$14.9M Buy
40,354
+508
+1% +$174K 0.15% 145
2020
Q4 		$14.1M Buy
39,846
+1,527
+4% +$561K 0.16% 137
2020
Q3 		$14.7M Sell
38,319
-336
-0.9% -$128K 0.21% 106
2020
Q2 		$14.1M Buy
38,655
+11,195
+41% +$4.23M 0.22% 111
2020
Q1 		$9.31M Buy
27,460
+5,331
+24% +$2.1M 0.21% 96
2019
Q4 		$8.62M Buy
22,129
+2,577
+13% +$989K 0.19% 111
2019
Q3 		$7.63M Buy
19,552
+2,252
+13% +$847K 0.22% 87
2019
Q2 		$6.29M Buy
17,300
+2,606
+18% +$872K 0.19% 96
2019
Q1 		$4.41M Sell
14,694
-142
-1% -$41.6K 0.31% 73
2018
Q4 		$3.88M Buy
14,836
+246
+2% +$74.6K 0.67% 33
2018
Q3 		$5.05M Buy
14,590
+4,637
+47% +$1.5M 0.28% 64
2018
Q2 		$2.94M Buy
9,953
+1,213
+14% +$391K 0.2% 75
2018
Q1 		$2.95M Buy
8,740
+1,107
+15% +$377K 0.23% 70
2017
Q4 		$2.45M Sell
7,633
-785
-9% -$247K 0.22% 79
2017
Q3 		$2.61M Buy
8,418
+2,926
+53% +$873K 0.24% 67
2017
Q2 		$1.52M Buy
5,492
+2,112
+62% +$580K 0.18% 98
2017
Q1 		$904K Buy
+3,380
New +$885K 0.17% 122

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

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

AE Wealth Management increased its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, buying an estimated $88.7K and bringing the position to 7,074 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #456.

AE Wealth Management first reported a position in LMT in Q1 2017 and has held it in 37 quarters since. The position peaked at $30.3M in Q2 2022. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • AE Wealth Management held 7,074 shares of Lockheed Martin worth $4.28M as of Q1 2026.
  • AE Wealth Management bought 144 Lockheed Martin shares in Q1 2026, an estimated $88.7K.
  • Lockheed Martin made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #456 holding.
  • AE Wealth Management first reported a position in Lockheed Martin in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's Lockheed Martin position peaked at $30.3M in Q2 2022.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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