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BIP Wealth’s Lockheed Martin LMT Stock Holding History

BIP 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 		$687K Sell
1,137
-172
-13% -$106K 0.03% 243
2025
Q4 		$633K Buy
1,309
+727
+125% +$348K 0.02% 266
2025
Q3 		$291K Buy
582
+64
+12% +$29K 0.01% 243
2025
Q2 		$240K Buy
518
+16
+3% +$7.49K 0.01% 238
2025
Q1 		$224K Sell
502
-45
-8% -$20.7K 0.01% 246
2024
Q4 		$266K Buy
547
+142
+35% +$77.4K 0.02% 216
2024
Q3 		$237K Buy
+405
New +$217K 0.02% 211

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

BIP Wealth's LMT Position: Q1 2026 in Review

BIP Wealth reduced its Lockheed Martin (LMT) stake by 13% in Q1 2026, selling an estimated $106K and leaving 1,137 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #243.

BIP 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.

  • BIP Wealth held 1,137 shares of Lockheed Martin worth $687K as of Q1 2026.
  • BIP Wealth sold 172 Lockheed Martin shares in Q1 2026, an estimated $106K.
  • Lockheed Martin made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #243 holding.
  • BIP 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 BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.