Destiny Wealth Partners’s Lockheed Martin LMT Stock Holding History

Destiny 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	$461K	Buy	764 +1	+0.1%	+$616	0.05%	148
2025 Q4	$444K	Sell	763 -49	-6%	-$23.4K	0.05%	136
2025 Q3	$405K	Buy	812 +101	+14%	+$45.8K	0.05%	142
2025 Q2	$329K	Buy	+711	New	+$333K	0.04%	149
2023 Q1	–	Sell	-3,644	Closed	-$1.77M	–	432
2022 Q4	$1.77M	Buy	3,644 +3,224	+768%	+$1.5M	0.38%	60
2022 Q3	$162K	Buy	420 +1	+0.2%	+$418	0.04%	191
2022 Q2	$180K	Hold	419	–	–	0.04%	196
2022 Q1	$185K	Sell	419 -6	-1%	-$2.43K	0.04%	162
2021 Q4	$151K	Buy	425 +1	+0.2%	+$346	0.03%	200
2021 Q3	$146K	Buy	+424	New	+$153K	0.03%	190
2021 Q2	–	Sell	-416	Closed	-$154K	–	363
2021 Q1	$154K	Sell	416 -63	-13%	-$21.6K	0.03%	182
2020 Q4	$170K	Buy	+479	New	+$176K	0.04%	213

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

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

Destiny Wealth Partners increased its Lockheed Martin (LMT) stake by 0.13% in Q1 2026, buying an estimated $616 and bringing the position to 764 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #148.

Destiny Wealth Partners first reported a position in LMT in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.77M in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Destiny Wealth Partners held 764 shares of Lockheed Martin worth $461K as of Q1 2026.
Destiny Wealth Partners bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
Lockheed Martin made up 0.05% of Destiny Wealth Partners's portfolio in Q1 2026, its #148 holding.
Destiny Wealth Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 12 quarters since.
Destiny Wealth Partners's Lockheed Martin position peaked at $1.77M in Q4 2022.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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