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Consilium Wealth Advisory’s Lockheed Martin LMT Stock Holding History

Consilium Wealth Advisory’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 		$228K Buy
+377
New +$232K 0.08% 96
2025
Q1 		– Sell
-593
Closed -$288K – 91
2024
Q4 		$288K Sell
593
-41
-6% -$22.4K 0.14% 78
2024
Q3 		$371K Sell
634
-7
-1% -$3.76K 0.2% 66
2024
Q2 		$299K Buy
+641
New +$296K 0.16% 72

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

Consilium Wealth Advisory's LMT Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in Lockheed Martin (LMT) in Q1 2026: 377 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #96 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in LMT as recently as Q4 2024.

Consilium Wealth Advisory first reported a position in LMT in Q2 2024 and has held it in 4 quarters since. The position peaked at $371K in Q3 2024. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Consilium Wealth Advisory held 377 shares of Lockheed Martin worth $228K as of Q1 2026.
  • Lockheed Martin was a new Consilium Wealth Advisory position in Q1 2026.
  • Lockheed Martin made up 0.08% of Consilium Wealth Advisory's portfolio in Q1 2026, its #96 holding.
  • Consilium Wealth Advisory first reported a position in Lockheed Martin in Q2 2024 and has held it in 4 quarters since.
  • Consilium Wealth Advisory's Lockheed Martin position peaked at $371K in Q3 2024.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.