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Atlantic Private Wealth’s Lockheed Martin LMT Stock Holding History

Atlantic Private Wealth’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 		$60.4K Hold
100
– – 0.04% 118
2025
Q4 		$48.4K Hold
100
– – 0.03% 119
2025
Q3 		$49.9K Hold
100
– – 0.03% 104
2025
Q2 		$46.3K Hold
100
– – 0.03% 107
2025
Q1 		$44.7K Hold
100
– – 0.03% 118
2024
Q4 		$48.6K Hold
100
– – 0.04% 88
2024
Q3 		$58.5K Buy
+100
New +$53.7K 0.04% 78

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

Atlantic Private Wealth's LMT Position: Q1 2026 in Review

Atlantic Private Wealth held its Lockheed Martin (LMT) position steady in Q1 2026 at 100 shares worth $60.4K. The position accounts for 0.04% of the portfolio, ranked #118.

Atlantic Private Wealth first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Atlantic Private Wealth held 100 shares of Lockheed Martin worth $60.4K as of Q1 2026.
  • Atlantic Private Wealth left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.04% of Atlantic Private Wealth's portfolio in Q1 2026, its #118 holding.
  • Atlantic Private Wealth first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.