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Challenger Wealth Management’s Lockheed Martin LMT Stock Holding History

Challenger 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 		$1.47M Buy
2,427
+12
+0.5% +$7.39K 1.17% 20
2025
Q4 		$1.17M Sell
2,415
-104
-4% -$49.8K 0.89% 25
2025
Q3 		$1.26M Sell
2,519
-610
-19% -$277K 0.98% 24
2025
Q2 		$1.45M Buy
3,129
+8
+0.3% +$3.75K 1% 23
2025
Q1 		$1.39M Sell
3,121
-267
-8% -$123K 1.1% 21
2024
Q4 		$1.65M Buy
+3,388
New +$1.85M 1.42% 17

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

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

Challenger Wealth Management increased its Lockheed Martin (LMT) stake by 0.5% in Q1 2026, buying an estimated $7.39K and bringing the position to 2,427 shares worth $1.47M. The position accounts for 1.17% of the portfolio, ranked #20.

Challenger Wealth Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2024. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Challenger Wealth Management held 2,427 shares of Lockheed Martin worth $1.47M as of Q1 2026.
  • Challenger Wealth Management bought 12 Lockheed Martin shares in Q1 2026, an estimated $7.39K.
  • Lockheed Martin made up 1.17% of Challenger Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Challenger Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Lockheed Martin position peaked at $1.65M in Q4 2024.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.