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Capital Wealth Planning’s Lockheed Martin LMT Stock Holding History

Capital Wealth Planning’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 		$983K Buy
+1,627
New +$1M 0.01% 129
2025
Q1 		– Sell
-716
Closed -$348K – 154
2024
Q4 		$348K Buy
716
+354
+98% +$193K ﹤0.01% 110
2024
Q3 		$212K Buy
+362
New +$194K ﹤0.01% 131
2024
Q2 		– Sell
-1,021
Closed -$465K – 139
2024
Q1 		$465K Sell
1,021
-314
-24% -$138K 0.01% 111
2023
Q4 		$605K Sell
1,335
-440,742
-100% -$195M 0.01% 107
2023
Q3 		$181M Sell
442,077
-91,891
-17% -$40.8M 2.22% 20
2023
Q2 		$246M Buy
533,968
+7,004
+1% +$3.25M 3.03% 17
2023
Q1 		$210M Buy
526,964
+41,124
+8% +$19.3M 2.84% 23
2022
Q4 		$236M Buy
485,840
+54,778
+13% +$25.5M 3.46% 14
2022
Q3 		$167M Buy
431,062
+174,011
+68% +$72.7M 3.04% 19
2022
Q2 		$111M Buy
+257,051
New +$113M 2.16% 19
2021
Q4 		– Sell
-1,645
Closed -$568K – 119
2021
Q3 		$568K Sell
1,645
-369,598
-100% -$134M 0.02% 71
2021
Q2 		$141M Buy
371,243
+45,052
+14% +$17.3M 3.95% 12
2021
Q1 		$121M Buy
+326,191
New +$112M 3.94% 13
2020
Q2 		– Sell
-1,378
Closed -$467K – 156
2020
Q1 		$467K Buy
1,378
+3
+0.2% +$1.18K 0.03% 130
2019
Q4 		$535K Sell
1,375
-16
-1% -$6.14K 0.03% 119
2019
Q3 		$521K Sell
1,391
-1,503
-52% -$565K 0.03% 132
2019
Q2 		$1.05M Buy
+2,894
New +$968K 0.08% 77

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

Capital Wealth Planning's LMT Position: Q1 2026 in Review

Capital Wealth Planning opened a new position in Lockheed Martin (LMT) in Q1 2026: 1,627 shares worth $983K. The stake represents 0.01% of the portfolio and ranks #129 among its holdings. This is a return to the name: Capital Wealth Planning previously reported a position in LMT as recently as Q4 2024.

Capital Wealth Planning first reported a position in LMT in Q2 2019 and has held it in 18 quarters since. The position peaked at $246M in Q2 2023. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Capital Wealth Planning held 1,627 shares of Lockheed Martin worth $983K as of Q1 2026.
  • Lockheed Martin was a new Capital Wealth Planning position in Q1 2026.
  • Lockheed Martin made up 0.01% of Capital Wealth Planning's portfolio in Q1 2026, its #129 holding.
  • Capital Wealth Planning first reported a position in Lockheed Martin in Q2 2019 and has held it in 18 quarters since.
  • Capital Wealth Planning's Lockheed Martin position peaked at $246M in Q2 2023.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.