DWS
LMT icon

Dynamic Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Dynamic Wealth Strategies’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 		$421K Sell
697
-53
-7% -$32.6K 0.24% 50
2025
Q4 		$363K Buy
750
+121
+19% +$57.9K 0.22% 56
2025
Q3 		$314K Buy
629
+126
+25% +$57.2K 0.21% 51
2025
Q2 		$233K Sell
503
-37
-7% -$17.3K 0.17% 59
2025
Q1 		$241K Buy
540
+17
+3% +$7.83K 0.2% 57
2024
Q4 		$254K Buy
523
+48
+10% +$26.2K 0.23% 53
2024
Q3 		$278K Sell
475
-26
-5% -$14K 0.23% 51
2024
Q2 		$234K Sell
501
-3
-0.6% -$1.39K 0.2% 59
2024
Q1 		$229K Buy
504
+18
+4% +$7.89K 0.2% 55
2023
Q4 		$220K Buy
+486
New +$215K 0.2% 54

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

Dynamic Wealth Strategies's LMT Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Lockheed Martin (LMT) stake by 7.1% in Q1 2026, selling an estimated $32.6K and leaving 697 shares worth $421K. The position accounts for 0.24% of the portfolio, ranked #50.

Dynamic Wealth Strategies first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Dynamic Wealth Strategies held 697 shares of Lockheed Martin worth $421K as of Q1 2026.
  • Dynamic Wealth Strategies sold 53 Lockheed Martin shares in Q1 2026, an estimated $32.6K.
  • Lockheed Martin made up 0.24% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #50 holding.
  • Dynamic Wealth Strategies first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.