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Capstone Wealth Management Group (Oregon)’s Lockheed Martin LMT Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$1.02M Buy
1,680
+1
+0.1% +$616 0.62% 41
2025
Q4 		$812K Buy
1,679
+1
+0.1% +$479 0.49% 48
2025
Q3 		$838K Buy
1,678
+1
+0.1% +$454 0.53% 45
2025
Q2 		$777K Buy
1,677
+1
+0.1% +$468 0.57% 46
2025
Q1 		$749K Sell
1,676
-79
-5% -$36.4K 0.6% 44
2024
Q4 		$853K Buy
+1,755
New +$957K 0.65% 43

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

Capstone Wealth Management Group (Oregon)'s LMT Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Lockheed Martin (LMT) stake by 0.06% in Q1 2026, buying an estimated $616 and bringing the position to 1,680 shares worth $1.02M. The position accounts for 0.62% of the portfolio, ranked #41.

Capstone Wealth Management Group (Oregon) first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 1,680 shares of Lockheed Martin worth $1.02M as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.62% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #41 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.