Carson Wealth (CWM LLC)’s Lockheed Martin LMT Stock Holding History

Carson Wealth (CWM LLC)’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	$59.4M	Buy	98,262 +4,363	+5%	+$2.69M	0.16%	140
2025 Q4	$45.4M	Buy	93,899 +22,948	+32%	+$11M	0.12%	158
2025 Q3	$35.4M	Buy	70,951 +4,356	+7%	+$1.98M	0.11%	167
2025 Q2	$30.8M	Buy	66,595 +4,600	+7%	+$2.15M	0.11%	164
2025 Q1	$27.7M	Buy	61,995 +2,255	+4%	+$1.04M	0.11%	175
2024 Q4	$29M	Buy	59,740 +2,133	+4%	+$1.16M	0.12%	149
2024 Q3	$33.7M	Sell	57,607 -3,397	-6%	-$1.82M	0.14%	132
2024 Q2	$28.5M	Sell	61,004 -1,533	-2%	-$708K	0.13%	141
2024 Q1	$28.4M	Sell	62,537 -3,576	-5%	-$1.57M	0.14%	147
2023 Q4	$30M	Sell	66,113 -5,068	-7%	-$2.25M	0.16%	128
2023 Q3	$29.1M	Sell	71,181 -6,062	-8%	-$2.69M	0.18%	113
2023 Q2	$35.6M	Sell	77,243 -6,121	-7%	-$2.84M	0.22%	84
2023 Q1	$39.4M	Sell	83,364 -2,253	-3%	-$1.06M	0.27%	73
2022 Q4	$41.7M	Buy	85,617 +744	+0.9%	+$346K	0.31%	64
2022 Q3	$32.8M	Buy	84,873 +1,684	+2%	+$703K	0.26%	70
2022 Q2	$35.8M	Buy	83,189 +1,947	+2%	+$855K	0.28%	71
2022 Q1	$35.9M	Sell	81,242 -13,705	-14%	-$5.56M	0.25%	71
2021 Q4	$33.7M	Buy	+94,947	New	+$32.8M	0.24%	77
2021 Q2	$34M	Hold	89,831	–	–	0.27%	63
2021 Q1	$34M	Hold	89,831	–	–	0.27%	63
2020 Q4	$34M	Hold	89,831	–	–	0.27%	63
2020 Q3	$34M	Hold	89,831	–	–	0.27%	63
2020 Q2	$34M	Hold	89,831	–	–	0.27%	63
2020 Q1	$34M	Hold	89,831	–	–	0.27%	63
2019 Q4	$34M	Hold	89,831	–	–	0.27%	63
2019 Q3	$34M	Hold	89,831	–	–	0.27%	63
2019 Q2	$34M	Hold	89,831	–	–	0.27%	63
2019 Q1	$34M	Buy	89,831 +56,479	+169%	+$16.6M	0.27%	63
2018 Q4	$8.73M	Buy	33,352 +28,188	+546%	+$8.55M	0.22%	98
2018 Q3	$1.79M	Buy	5,164 +3,446	+201%	+$1.11M	0.05%	261
2018 Q2	$508K	Buy	1,718 +287	+20%	+$92.6K	0.02%	332
2018 Q1	$484K	Sell	1,431 -44	-3%	-$15K	0.02%	281
2017 Q4	$474K	Sell	1,475 -8	-0.5%	-$2.52K	0.02%	270
2017 Q3	$460K	Buy	1,483 +6	+0.4%	+$1.79K	0.02%	258
2017 Q2	$410K	Buy	1,477 +163	+12%	+$44.8K	0.02%	251
2017 Q1	$352K	Hold	1,314	–	–	0.02%	249
2016 Q4	$329K	Hold	1,314	–	–	0.02%	234
2016 Q3	$315K	Hold	1,314	–	–	0.02%	225
2016 Q2	$326K	Hold	1,314	–	–	0.02%	222
2016 Q1	$291K	Buy	1,314 +303	+30%	+$65.2K	0.03%	210
2015 Q4	$220K	Hold	1,011	–	–	0.02%	220
2015 Q3	$210K	Buy	+1,011	New	+$206K	0.02%	203
2015 Q2	–	Sell	-1,185	Closed	-$241K	–	192
2015 Q1	$241K	Buy	1,185 +54	+5%	+$10.7K	0.02%	170
2014 Q4	$218K	Sell	1,131 -164	-13%	-$30.4K	0.03%	165
2014 Q3	$237K	Buy	+1,295	New	+$220K	0.03%	172
2014 Q1	–	Sell	-984	Closed	-$146K	–	338
2013 Q4	$146K	Buy	984 +28	+3%	+$3.8K	0.02%	176
2013 Q3	$122K	Buy	+956	New	+$116K	0.03%	145

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

Carson Wealth (CWM LLC)'s LMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lockheed Martin (LMT) stake by 4.6% in Q1 2026, buying an estimated $2.69M and bringing the position to 98,262 shares worth $59.4M. The position accounts for 0.16% of the portfolio, ranked #140.

Carson Wealth (CWM LLC) first reported a position in LMT in Q3 2013 and has held it in 47 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Carson Wealth (CWM LLC) held 98,262 shares of Lockheed Martin worth $59.4M as of Q1 2026.
Carson Wealth (CWM LLC) bought 4,363 Lockheed Martin shares in Q1 2026, an estimated $2.69M.
Lockheed Martin made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #140 holding.
Carson Wealth (CWM LLC) first reported a position in Lockheed Martin in Q3 2013 and has held it in 47 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.