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Catalyst Financial Partners’s Lockheed Martin LMT Stock Holding History

Catalyst Financial Partners’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 		$722K Buy
1,194
+137
+13% +$84.4K 0.09% 148
2025
Q4 		$511K Buy
1,057
+68
+7% +$32.5K 0.06% 170
2025
Q3 		$494K Sell
989
-46
-4% -$20.9K 0.06% 174
2025
Q2 		$479K Buy
1,035
+89
+9% +$41.7K 0.05% 170
2025
Q1 		$423K Buy
946
+13
+1% +$5.98K 0.08% 173
2024
Q4 		$453K Buy
933
+16
+2% +$8.72K 0.09% 150
2024
Q3 		$536K Buy
917
+82
+10% +$44K 0.1% 132
2024
Q2 		$390K Buy
835
+54
+7% +$25K 0.09% 152
2024
Q1 		$356K Sell
781
-58
-7% -$25.4K 0.09% 146
2023
Q4 		$380K Buy
839
+108
+15% +$47.8K 0.11% 129
2023
Q3 		$299K Buy
731
+125
+21% +$55.5K 0.1% 153
2023
Q2 		$279K Buy
606
+26
+4% +$12.1K 0.1% 152
2023
Q1 		$274K Buy
580
+107
+23% +$50.2K 0.12% 133
2022
Q4 		$230K Buy
+473
New +$220K 0.12% 144

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

Catalyst Financial Partners's LMT Position: Q1 2026 in Review

Catalyst Financial Partners increased its Lockheed Martin (LMT) stake by 13% in Q1 2026, buying an estimated $84.4K and bringing the position to 1,194 shares worth $722K. The position accounts for 0.09% of the portfolio, ranked #148.

Catalyst Financial Partners first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Catalyst Financial Partners held 1,194 shares of Lockheed Martin worth $722K as of Q1 2026.
  • Catalyst Financial Partners bought 137 Lockheed Martin shares in Q1 2026, an estimated $84.4K.
  • Lockheed Martin made up 0.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #148 holding.
  • Catalyst Financial Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.