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Birchwood Financial Partners’s Lockheed Martin LMT Stock Holding History

Birchwood Financial Partners’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 		– Sell
-19
Closed -$9.19K – 362
2025
Q4 		$9.19K Buy
+19
New +$9.09K 0.01% 278

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Birchwood Financial Partners's LMT Position: Q1 2026 in Review

Birchwood Financial Partners sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 19 shares — an estimated $9.19K sold.

Birchwood Financial Partners first reported a position in LMT in Q4 2025 and held it in 1 quarter. The position peaked at $9.19K in Q4 2025. 2,924 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Birchwood Financial Partners reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 19 Lockheed Martin shares in Q1 2026, an estimated $9.19K.
  • Birchwood Financial Partners first reported a position in Lockheed Martin in Q4 2025 and held it in 1 quarter.
  • Birchwood Financial Partners's Lockheed Martin position peaked at $9.19K in Q4 2025.
  • 2,924 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.