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Axxcess Wealth Management’s Lockheed Martin LMT Stock Holding History

Axxcess 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 		$5.08M Sell
8,409
-141
-2% -$86.9K 0.16% 115
2025
Q4 		$4.14M Buy
8,550
+66
+0.8% +$31.6K 0.07% 243
2025
Q3 		$4.24M Buy
8,484
+3,582
+73% +$1.63M 0.09% 179
2025
Q2 		$2.27M Buy
4,902
+469
+11% +$220K 0.05% 263
2025
Q1 		$1.98M Sell
4,433
-2,067
-32% -$951K 0.05% 268
2024
Q4 		$3.16M Sell
6,500
-497
-7% -$271K 0.08% 189
2024
Q3 		$4.09M Buy
6,997
+1,171
+20% +$629K 0.1% 158
2024
Q2 		$2.72M Sell
5,826
-3,586
-38% -$1.66M 0.07% 207
2024
Q1 		$4.28M Buy
9,412
+276
+3% +$121K 0.12% 144
2023
Q4 		$4.14M Buy
9,136
+1,282
+16% +$568K 0.12% 143
2023
Q3 		$3.21M Buy
7,854
+5,257
+202% +$2.33M 0.11% 143
2023
Q2 		$1.2M Sell
2,597
-3,632
-58% -$1.69M 0.09% 201
2023
Q1 		$2.94M Buy
6,229
+491
+9% +$230K 0.22% 97
2022
Q4 		$2.79M Buy
5,738
+3,306
+136% +$1.54M 0.23% 97
2022
Q3 		$939K Buy
2,432
+278
+13% +$116K 0.09% 198
2022
Q2 		$926K Sell
2,154
-28
-1% -$12.3K 0.09% 199
2022
Q1 		$963K Sell
2,182
-171
-7% -$69.3K 0.08% 225
2021
Q4 		$836K Buy
+2,353
New +$814K 0.06% 247

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

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

Axxcess Wealth Management reduced its Lockheed Martin (LMT) stake by 1.6% in Q1 2026, selling an estimated $86.9K and leaving 8,409 shares worth $5.08M. The position accounts for 0.16% of the portfolio, ranked #115.

Axxcess Wealth Management first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Axxcess Wealth Management held 8,409 shares of Lockheed Martin worth $5.08M as of Q1 2026.
  • Axxcess Wealth Management sold 141 Lockheed Martin shares in Q1 2026, an estimated $86.9K.
  • Lockheed Martin made up 0.16% of Axxcess Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Axxcess Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.