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CreativeOne Wealth’s Lockheed Martin LMT Stock Holding History

CreativeOne Wealth’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 		$2.16M Buy
3,576
+78
+2% +$48K 0.05% 337
2025
Q4 		$1.69M Buy
3,498
+150
+4% +$71.8K 0.04% 375
2025
Q3 		$1.67M Sell
3,348
-2,457
-42% -$1.11M 0.04% 380
2025
Q2 		$2.69M Buy
5,805
+918
+19% +$430K 0.07% 267
2025
Q1 		$2.18M Sell
4,887
-3,836
-44% -$1.77M 0.07% 279
2024
Q4 		$4.24M Sell
8,723
-1,461
-14% -$796K 0.13% 147
2024
Q3 		$5.95M Buy
10,184
+1,620
+19% +$870K 0.2% 101
2024
Q2 		$4M Sell
8,564
-730
-8% -$337K 0.2% 105
2024
Q1 		$4.23M Buy
9,294
+2,529
+37% +$1.11M 0.17% 122
2023
Q4 		$3.07M Sell
6,765
-801
-11% -$355K 0.2% 102
2023
Q3 		$3.09M Buy
7,566
+835
+12% +$370K 0.22% 89
2023
Q2 		$3.1M Buy
6,731
+1,970
+41% +$914K 0.14% 123
2023
Q1 		$2.25M Buy
4,761
+410
+9% +$192K 0.11% 161
2022
Q4 		$2.12M Buy
4,351
+345
+9% +$160K 0.12% 154
2022
Q3 		$1.55M Buy
4,006
+1,678
+72% +$701K 0.09% 189
2022
Q2 		$1M Sell
2,328
-1,613
-41% -$708K 0.05% 260
2022
Q1 		$1.74M Buy
3,941
+2,402
+156% +$974K 0.09% 188
2021
Q4 		$547K Buy
1,539
+184
+14% +$63.6K 0.03% 433
2021
Q3 		$467K Sell
1,355
-56
-4% -$20.3K 0.03% 418
2021
Q2 		$533K Buy
1,411
+238
+20% +$91.5K 0.03% 369
2021
Q1 		$433K Sell
1,173
-935
-44% -$321K 0.03% 359
2020
Q4 		$748K Buy
2,108
+1,106
+110% +$407K 0.06% 230
2020
Q3 		$384K Buy
1,002
+339
+51% +$129K 0.05% 183
2020
Q2 		$242K Sell
663
-377
-36% -$142K 0.04% 214
2020
Q1 		$352K Sell
1,040
-35
-3% -$13.8K 0.07% 136
2019
Q4 		$419K Buy
+1,075
New +$413K 0.07% 120
2019
Q3 		– Sell
-909
Closed -$331K – 185
2019
Q2 		$331K Buy
+909
New +$304K 0.07% 117

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

CreativeOne Wealth's LMT Position: Q1 2026 in Review

CreativeOne Wealth increased its Lockheed Martin (LMT) stake by 2.2% in Q1 2026, buying an estimated $48K and bringing the position to 3,576 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #337.

CreativeOne Wealth first reported a position in LMT in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.95M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • CreativeOne Wealth held 3,576 shares of Lockheed Martin worth $2.16M as of Q1 2026.
  • CreativeOne Wealth bought 78 Lockheed Martin shares in Q1 2026, an estimated $48K.
  • Lockheed Martin made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #337 holding.
  • CreativeOne Wealth first reported a position in Lockheed Martin in Q2 2019 and has held it in 27 quarters since.
  • CreativeOne Wealth's Lockheed Martin position peaked at $5.95M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.