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CFM Wealth Partners’s Lockheed Martin LMT Stock Holding History

CFM Wealth 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 		$466K Hold
771
– – 0.07% 107
2025
Q4 		$373K Hold
771
– – 0.05% 115
2025
Q3 		$385K Sell
771
-210
-21% -$95.3K 0.06% 115
2025
Q2 		$454K Hold
981
– – 0.07% 98
2025
Q1 		$438K Sell
981
-30
-3% -$13.8K 0.08% 103
2024
Q4 		$491K Buy
1,011
+30
+3% +$16.4K 0.08% 97
2024
Q3 		$573K Buy
981
+20
+2% +$10.7K 0.1% 100
2024
Q2 		$449K Sell
961
-125
-12% -$57.8K 0.08% 104
2024
Q1 		$494K Sell
1,086
-5
-0.5% -$2.19K 0.1% 110
2023
Q4 		$494K Hold
1,091
– – 0.11% 111
2023
Q3 		$446K Hold
1,091
– – 0.12% 102
2023
Q2 		$502K Sell
1,091
-12
-1% -$5.57K 0.12% 114
2023
Q1 		$521K Hold
1,103
– – 0.14% 104
2022
Q4 		$537K Hold
1,103
– – 0.16% 104
2022
Q3 		$426K Buy
1,103
+17
+2% +$7.1K 0.14% 109
2022
Q2 		$467K Hold
1,086
– – 0.14% 109
2022
Q1 		$479K Hold
1,086
– – 0.11% 114
2021
Q4 		$385K Sell
1,086
-14
-1% -$4.84K 0.09% 129
2021
Q3 		$379K Sell
1,100
-156
-12% -$56.5K 0.1% 127
2021
Q2 		$475K Hold
1,256
– – 0.13% 106
2021
Q1 		$464K Hold
1,256
– – 0.14% 103
2020
Q4 		$446K Hold
1,256
– – 0.14% 94
2020
Q3 		$481K Hold
1,256
– – 0.18% 88
2020
Q2 		$458K Hold
1,256
– – 0.17% 85
2020
Q1 		$26K Sell
1,256
-35
-3% -$13.8K 0.01% 335
2019
Q4 		$550K Buy
+1,291
New +$495K 0.2% 81

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

CFM Wealth Partners's LMT Position: Q1 2026 in Review

CFM Wealth Partners held its Lockheed Martin (LMT) position steady in Q1 2026 at 771 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #107.

CFM Wealth Partners first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $573K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • CFM Wealth Partners held 771 shares of Lockheed Martin worth $466K as of Q1 2026.
  • CFM Wealth Partners left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.07% of CFM Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • CFM Wealth Partners first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's Lockheed Martin position peaked at $573K in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.