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Crestmont Private Wealth’s Lockheed Martin LMT Stock Holding History

Crestmont Private 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 		$487K Buy
805
+102
+15% +$62.8K 0.15% 61
2025
Q4 		$340K Buy
703
+46
+7% +$22K 0.11% 64
2025
Q3 		$328K Buy
657
+69
+12% +$31.3K 0.11% 62
2025
Q2 		$273K Buy
588
+3
+0.5% +$1.4K 0.1% 63
2025
Q1 		$261K Buy
585
+105
+22% +$48.3K 0.11% 61
2024
Q4 		$233K Sell
480
-120
-20% -$65.4K 0.11% 64
2024
Q3 		$351K Buy
600
+9
+2% +$4.83K 0.15% 52
2024
Q2 		$276K Buy
+591
New +$273K 0.13% 62

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

Crestmont Private Wealth's LMT Position: Q1 2026 in Review

Crestmont Private Wealth increased its Lockheed Martin (LMT) stake by 15% in Q1 2026, buying an estimated $62.8K and bringing the position to 805 shares worth $487K. The position accounts for 0.15% of the portfolio, ranked #61.

Crestmont Private Wealth first reported a position in LMT in Q2 2024 and has held it in 8 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Crestmont Private Wealth held 805 shares of Lockheed Martin worth $487K as of Q1 2026.
  • Crestmont Private Wealth bought 102 Lockheed Martin shares in Q1 2026, an estimated $62.8K.
  • Lockheed Martin made up 0.15% of Crestmont Private Wealth's portfolio in Q1 2026, its #61 holding.
  • Crestmont Private Wealth first reported a position in Lockheed Martin in Q2 2024 and has held it in 8 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.