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Circle Wealth Management’s Lockheed Martin LMT Stock Holding History

Circle 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 		$450K Buy
+745
New +$459K 0.01% 205
2018
Q2 		– Sell
-611
Closed -$207K – 102
2018
Q1 		$207K Buy
+611
New +$208K 0.07% 93

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

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

Circle Wealth Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 745 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Circle Wealth Management previously reported a position in LMT as recently as Q1 2018.

Circle Wealth Management first reported a position in LMT in Q1 2018 and has held it in 2 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Circle Wealth Management held 745 shares of Lockheed Martin worth $450K as of Q1 2026.
  • Lockheed Martin was a new Circle Wealth Management position in Q1 2026.
  • Lockheed Martin made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Circle Wealth Management first reported a position in Lockheed Martin in Q1 2018 and has held it in 2 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.