Birchcreek Wealth Management’s Lockheed Martin LMT Stock Holding History

Birchcreek 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	$416K	Sell	689 -7	-1%	-$4.31K	0.2%	76
2025 Q4	$336K	Sell	696 -163	-19%	-$78K	0.17%	87
2025 Q3	$429K	Sell	859 -14	-2%	-$6.35K	0.22%	75
2025 Q2	$404K	Hold	873	–	–	0.23%	75
2025 Q1	$390K	Hold	873	–	–	0.25%	75
2024 Q4	$424K	Buy	873 +8	+0.9%	+$4.36K	0.27%	75
2024 Q3	$506K	Sell	865 -29	-3%	-$15.6K	0.33%	58
2024 Q2	$418K	Hold	894	–	–	0.24%	88
2024 Q1	$407K	Buy	894 +95	+12%	+$41.6K	0.21%	97
2023 Q4	$362K	Buy	799 +104	+15%	+$46.1K	0.22%	99
2023 Q3	$284K	Buy	695 +16	+2%	+$7.1K	0.19%	109
2023 Q2	$313K	Sell	679 -24	-3%	-$11.1K	0.22%	107
2023 Q1	$332K	Buy	703 +198	+39%	+$92.8K	0.26%	93
2022 Q4	$246K	Buy	+505	New	+$235K	0.22%	110
2021 Q1	–	Sell	-267	Closed	-$94K	–	209
2020 Q4	$94K	Buy	+267	New	+$98.1K	0.09%	156

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

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

Birchcreek Wealth Management reduced its Lockheed Martin (LMT) stake by 1% in Q1 2026, selling an estimated $4.31K and leaving 689 shares worth $416K. The position accounts for 0.2% of the portfolio, ranked #76.

Birchcreek Wealth Management first reported a position in LMT in Q4 2020 and has held it in 15 quarters since. The position peaked at $506K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Birchcreek Wealth Management held 689 shares of Lockheed Martin worth $416K as of Q1 2026.
Birchcreek Wealth Management sold 7 Lockheed Martin shares in Q1 2026, an estimated $4.31K.
Lockheed Martin made up 0.2% of Birchcreek Wealth Management's portfolio in Q1 2026, its #76 holding.
Birchcreek Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 15 quarters since.
Birchcreek Wealth Management's Lockheed Martin position peaked at $506K in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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