Connecticut Wealth Management’s Lockheed Martin LMT Stock Holding History

Connecticut 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	$314K	Sell	519 -354	-41%	-$218K	0.01%	273
2025 Q4	$422K	Buy	873 +256	+41%	+$123K	0.02%	237
2025 Q3	$308K	Buy	617 +46	+8%	+$20.9K	0.01%	270
2025 Q2	$264K	Buy	+571	New	+$267K	0.01%	275
2025 Q1	–	Sell	-527	Closed	-$256K	–	315
2024 Q4	$256K	Sell	527 -149	-22%	-$81.2K	0.01%	241
2024 Q3	$395K	Sell	676 -23	-3%	-$12.3K	0.02%	243
2024 Q2	$327K	Sell	699 -40	-5%	-$18.5K	0.02%	253
2024 Q1	$336K	Sell	739 -20	-3%	-$8.77K	0.02%	256
2023 Q4	$344K	Buy	759 +122	+19%	+$54.1K	0.02%	251
2023 Q3	$261K	Buy	+637	New	+$283K	0.02%	249
2023 Q2	–	Sell	-498	Closed	-$235K	–	270
2023 Q1	$235K	Buy	498 +23	+5%	+$10.8K	0.02%	223
2022 Q4	$231K	Buy	+475	New	+$221K	0.02%	184
2022 Q3	–	Sell	-484	Closed	-$208K	–	198
2022 Q2	$208K	Buy	+484	New	+$213K	0.02%	176

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Lockheed Martin (LMT) stake by 41% in Q1 2026, selling an estimated $218K and leaving 519 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #273.

Connecticut Wealth Management first reported a position in LMT in Q2 2022 and has held it in 13 quarters since. The position peaked at $422K in Q4 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Connecticut Wealth Management held 519 shares of Lockheed Martin worth $314K as of Q1 2026.
Connecticut Wealth Management sold 354 Lockheed Martin shares in Q1 2026, an estimated $218K.
Lockheed Martin made up 0.01% of Connecticut Wealth Management's portfolio in Q1 2026, its #273 holding.
Connecticut Wealth Management first reported a position in Lockheed Martin in Q2 2022 and has held it in 13 quarters since.
Connecticut Wealth Management's Lockheed Martin position peaked at $422K in Q4 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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