Daymark Wealth Partners’s Lockheed Martin LMT Stock Holding History

Daymark Wealth Partners’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	$4.83M	Buy	7,985 +714	+10%	+$440K	0.15%	119
2025 Q4	$3.52M	Sell	7,271 -2,443	-25%	-$1.17M	0.11%	140
2025 Q3	$4.85M	Buy	9,714 +722	+8%	+$328K	0.16%	114
2025 Q2	$4.16M	Buy	8,992 +110	+1%	+$51.5K	0.16%	117
2025 Q1	$3.97M	Sell	8,882 -13,175	-60%	-$6.06M	0.17%	110
2024 Q4	$3.93M	Buy	22,057 +889	+4%	+$485K	0.17%	110
2024 Q3	$4.2M	Sell	21,168 -293	-1%	-$157K	0.18%	104
2024 Q2	$3.5M	Buy	21,461 +990	+5%	+$458K	0.16%	114
2024 Q1	$2.96M	Sell	20,471 -529	-3%	-$232K	0.16%	103
2023 Q4	$3.19M	Buy	21,000 +14,441	+220%	+$6.4M	0.2%	96
2023 Q3	$2.68M	Buy	6,559 +112	+2%	+$49.7K	0.18%	100
2023 Q2	$2.97M	Buy	6,447 +2,815	+78%	+$1.31M	0.22%	92
2023 Q1	$1.72M	Buy	3,632 +1,649	+83%	+$773K	0.23%	90
2022 Q4	$965K	Buy	+1,983	New	+$921K	0.17%	96

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daymark Wealth Partners's LMT Position: Q1 2026 in Review

Daymark Wealth Partners increased its Lockheed Martin (LMT) stake by 9.8% in Q1 2026, buying an estimated $440K and bringing the position to 7,985 shares worth $4.83M. The position accounts for 0.15% of the portfolio, ranked #119.

Daymark Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.85M in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Daymark Wealth Partners held 7,985 shares of Lockheed Martin worth $4.83M as of Q1 2026.
Daymark Wealth Partners bought 714 Lockheed Martin shares in Q1 2026, an estimated $440K.
Lockheed Martin made up 0.15% of Daymark Wealth Partners's portfolio in Q1 2026, its #119 holding.
Daymark Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's Lockheed Martin position peaked at $4.85M in Q3 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.