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Copia Wealth Management’s Lockheed Martin LMT Stock Holding History

Copia 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 		$12.7K Hold
21
– – 0.01% 306
2025
Q4 		$10.2K Hold
21
– – 0.01% 320
2025
Q3 		$10.5K Hold
21
– – 0.01% 309
2025
Q2 		$9.73K Hold
21
– – 0.01% 289
2025
Q1 		$9.38K Hold
21
– – 0.01% 281
2024
Q4 		$10.2K Buy
+21
New +$11.4K 0.01% 260

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

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

Copia Wealth Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 21 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #306.

Copia Wealth Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Copia Wealth Management held 21 shares of Lockheed Martin worth $12.7K as of Q1 2026.
  • Copia Wealth Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #306 holding.
  • Copia Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.