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Angeles Wealth Management’s Lockheed Martin LMT Stock Holding History

Angeles 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 		$1.26M Buy
2,086
+136
+7% +$83.8K 0.07% 112
2025
Q4 		$943K Buy
1,950
+675
+53% +$323K 0.05% 139
2025
Q3 		$636K Sell
1,275
-292
-19% -$132K 0.04% 160
2025
Q2 		$726K Buy
1,567
+104
+7% +$48.7K 0.05% 137
2025
Q1 		$654K Sell
1,463
-213
-13% -$98K 0.05% 121
2024
Q4 		$814K Buy
1,676
+442
+36% +$241K 0.07% 106
2024
Q3 		$721K Buy
1,234
+74
+6% +$39.7K 0.06% 110
2024
Q2 		$542K Buy
1,160
+352
+44% +$163K 0.05% 123
2024
Q1 		$368K Buy
808
+101
+14% +$44.3K 0.04% 150
2023
Q4 		$320K Buy
+707
New +$313K 0.04% 146
2023
Q3 		– Sell
-535
Closed -$246K – 234
2023
Q2 		$246K Buy
535
+4
+0.8% +$1.86K 0.03% 159
2023
Q1 		$251K Sell
531
-26
-5% -$12.2K 0.04% 150
2022
Q4 		$271K Buy
+557
New +$259K 0.05% 140

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

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

Angeles Wealth Management increased its Lockheed Martin (LMT) stake by 7% in Q1 2026, buying an estimated $83.8K and bringing the position to 2,086 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #112.

Angeles Wealth Management first reported a position in LMT in Q4 2022 and has held it in 13 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Angeles Wealth Management held 2,086 shares of Lockheed Martin worth $1.26M as of Q1 2026.
  • Angeles Wealth Management bought 136 Lockheed Martin shares in Q1 2026, an estimated $83.8K.
  • Lockheed Martin made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Angeles Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 13 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.