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Buck Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Buck Wealth Strategies’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 		$14.3M Sell
23,600
-1,691
-7% -$1.04M 1.76% 17
2025
Q4 		$12.2M Buy
25,291
+1,932
+8% +$925K 1.55% 23
2025
Q3 		$11.7M Buy
23,359
+827
+4% +$375K 1.6% 19
2025
Q2 		$10.4M Buy
22,532
+2,361
+12% +$1.11M 1.59% 26
2025
Q1 		$9.01M Buy
20,171
+3,831
+23% +$1.76M 1.64% 27
2024
Q4 		$7.94M Buy
16,340
+4,014
+33% +$2.19M 1.65% 33
2024
Q3 		$7.21M Sell
12,326
-1,825
-13% -$980K 2.27% 18
2024
Q2 		$6.61M Buy
+14,151
New +$6.54M 1.95% 30
2024
Q1 		– Sell
-12,214
Closed -$5.54M – 91
2023
Q4 		$5.54M Sell
12,214
-95
-0.8% -$42.1K 2.05% 31
2023
Q3 		$5.03M Buy
12,309
+275
+2% +$122K 2.02% 30
2023
Q2 		$5.54M Buy
12,034
+706
+6% +$328K 2.4% 16
2023
Q1 		$5.35M Buy
+11,328
New +$5.31M 2.61% 8
2022
Q3 		$4.44M Buy
+10,844
New +$4.53M 2.07% 31

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

Buck Wealth Strategies's LMT Position: Q1 2026 in Review

Buck Wealth Strategies reduced its Lockheed Martin (LMT) stake by 6.7% in Q1 2026, selling an estimated $1.04M and leaving 23,600 shares worth $14.3M. The position accounts for 1.76% of the portfolio, ranked #17.

Buck Wealth Strategies first reported a position in LMT in Q3 2022 and has held it in 13 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Buck Wealth Strategies held 23,600 shares of Lockheed Martin worth $14.3M as of Q1 2026.
  • Buck Wealth Strategies sold 1,691 Lockheed Martin shares in Q1 2026, an estimated $1.04M.
  • Lockheed Martin made up 1.76% of Buck Wealth Strategies's portfolio in Q1 2026, its #17 holding.
  • Buck Wealth Strategies first reported a position in Lockheed Martin in Q3 2022 and has held it in 13 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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