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Castle Wealth Management’s Lockheed Martin LMT Stock Holding History

Castle Wealth Management’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 Sell
1,681
-167
-9% -$103K 0.33% 65
2025
Q4 		$894K Sell
1,848
-18
-1% -$8.61K 0.3% 65
2025
Q3 		$932K Buy
1,866
+1
+0.1% +$454 0.31% 64
2025
Q2 		$864K Buy
1,865
+21
+1% +$9.83K 0.31% 65
2025
Q1 		$824K Buy
1,844
+71
+4% +$32.7K 0.32% 64
2024
Q4 		$861K Buy
1,773
+67
+4% +$36.5K 0.34% 63
2024
Q3 		$997K Buy
1,706
+109
+7% +$58.5K 0.4% 57
2024
Q2 		$746K Buy
1,597
+62
+4% +$28.7K 0.36% 62
2024
Q1 		$698K Buy
1,535
+193
+14% +$84.6K 0.37% 65
2023
Q4 		$608K Buy
1,342
+210
+19% +$93K 0.36% 67
2023
Q3 		$463K Buy
1,132
+302
+36% +$134K 0.33% 67
2023
Q2 		$382K Buy
830
+74
+10% +$34.3K 0.27% 77
2023
Q1 		$357K Buy
+756
New +$355K 0.28% 76
2022
Q4 		– Sell
-22
Closed -$9K – 390
2022
Q3 		$9K Hold
22
– – 0.01% 433
2022
Q2 		$10K Buy
+22
New +$9.66K 0.01% 400

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

Castle Wealth Management's LMT Position: Q1 2026 in Review

Castle Wealth Management reduced its Lockheed Martin (LMT) stake by 9% in Q1 2026, selling an estimated $103K and leaving 1,681 shares worth $1.02M. The position accounts for 0.33% of the portfolio, ranked #65.

Castle Wealth Management first reported a position in LMT in Q2 2022 and has held it in 15 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Castle Wealth Management held 1,681 shares of Lockheed Martin worth $1.02M as of Q1 2026.
  • Castle Wealth Management sold 167 Lockheed Martin shares in Q1 2026, an estimated $103K.
  • Lockheed Martin made up 0.33% of Castle Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Castle Wealth Management first reported a position in Lockheed Martin in Q2 2022 and has held it in 15 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.