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

Capstone Wealth Management Group (Pennsylvania)’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	$622K	Buy	1,030 +6	+0.6%	+$3.7K	0.26%	56
2025 Q4	$495K	Buy	1,024 +7	+0.7%	+$3.35K	0.21%	53
2025 Q3	$508K	Buy	1,017 +7	+0.7%	+$3.18K	0.22%	52
2025 Q2	$468K	Buy	+1,010	New	+$473K	0.45%	35
2025 Q1	–	Sell	-1,522	Closed	-$739K	–	72
2024 Q4	$739K	Buy	1,522 +52	+4%	+$28.3K	0.4%	53
2024 Q3	$859K	Hold	1,470	–	–	0.51%	45
2024 Q2	$687K	Sell	1,470 -548	-27%	-$253K	0.45%	47
2024 Q1	$918K	Buy	2,018 +1,090	+117%	+$478K	0.66%	37
2023 Q4	$421K	Buy	+928	New	+$411K	0.4%	44

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

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

Capstone Wealth Management Group (Pennsylvania) increased its Lockheed Martin (LMT) stake by 0.59% in Q1 2026, buying an estimated $3.7K and bringing the position to 1,030 shares worth $622K. The position accounts for 0.26% of the portfolio, ranked #56.

Capstone Wealth Management Group (Pennsylvania) first reported a position in LMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $918K in Q1 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 1,030 shares of Lockheed Martin worth $622K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 6 Lockheed Martin shares in Q1 2026, an estimated $3.7K.
Lockheed Martin made up 0.26% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #56 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Lockheed Martin in Q4 2023 and has held it in 9 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Lockheed Martin position peaked at $918K in Q1 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.