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Consultiva Wealth Management’s Lockheed Martin LMT Stock Holding History

Consultiva 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 		$6.04K Hold
10
– – 0.02% 221
2025
Q4 		$4.84K Hold
10
– – 0.01% 227
2025
Q3 		$4.99K Hold
10
– – 0.01% 232
2025
Q2 		$4.63K Hold
10
– – 0.01% 241
2025
Q1 		$4.47K Buy
+10
New +$4.6K 0.02% 243

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

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

Consultiva Wealth Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 10 shares worth $6.04K. The position accounts for 0.02% of the portfolio, ranked #221.

Consultiva Wealth Management first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Consultiva Wealth Management held 10 shares of Lockheed Martin worth $6.04K as of Q1 2026.
  • Consultiva Wealth Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.02% of Consultiva Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Consultiva Wealth Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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