Betterment LLC’s Lockheed Martin LMT Stock Holding History

Betterment LLC’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	$393K	Sell	650 -79	-11%	-$48.7K	﹤0.01%	484
2025 Q4	$353K	Buy	729 +145	+25%	+$69.4K	﹤0.01%	462
2025 Q3	$292K	Buy	584 +72	+14%	+$32.7K	﹤0.01%	459
2025 Q2	$237K	Buy	512 +9	+2%	+$4.21K	﹤0.01%	472
2025 Q1	$225K	Sell	503 -766	-60%	-$353K	﹤0.01%	441
2024 Q4	$617K	Sell	1,269 -162	-11%	-$88.3K	﹤0.01%	300
2024 Q3	$837K	Buy	1,431 +2	+0.1%	+$1.07K	﹤0.01%	255
2024 Q2	$667K	Sell	1,429 -1	-0.1%	-$462	﹤0.01%	258
2024 Q1	$650K	Buy	+1,430	New	+$627K	﹤0.01%	234

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

Betterment LLC's LMT Position: Q1 2026 in Review

Betterment LLC reduced its Lockheed Martin (LMT) stake by 11% in Q1 2026, selling an estimated $48.7K and leaving 650 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Betterment LLC first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $837K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Betterment LLC held 650 shares of Lockheed Martin worth $393K as of Q1 2026.
Betterment LLC sold 79 Lockheed Martin shares in Q1 2026, an estimated $48.7K.
Lockheed Martin made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #484 holding.
Betterment LLC first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
Betterment LLC's Lockheed Martin position peaked at $837K in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.