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Eads & Heald Wealth Management’s Lockheed Martin LMT Stock Holding History

Eads & Heald Wealth Management’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 		$1.07M Sell
1,776
-11
-0.6% -$6.78K 0.53% 76
2025
Q4 		$864K Sell
1,787
-86
-5% -$41.2K 0.42% 89
2025
Q3 		$935K Sell
1,873
-106
-5% -$48.1K 0.45% 84
2025
Q2 		$917K Hold
1,979
– – 0.45% 86
2025
Q1 		$884K Sell
1,979
-115
-5% -$52.9K 0.45% 87
2024
Q4 		$1.02M Buy
2,094
+15
+0.7% +$8.18K 0.5% 81
2024
Q3 		$1.22M Sell
2,079
-108
-5% -$58K 0.58% 78
2024
Q2 		$1.02M Sell
2,187
-15
-0.7% -$6.93K 0.49% 83
2024
Q1 		$1M Sell
2,202
-135
-6% -$59.2K 0.47% 90
2023
Q4 		$1.06M Sell
2,337
-53
-2% -$23.5K 0.51% 84
2023
Q3 		$977K Sell
2,390
-75
-3% -$33.3K 0.51% 86
2023
Q2 		$1.14M Sell
2,465
-73
-3% -$33.9K 0.56% 81
2023
Q1 		$1.2M Buy
2,538
+191
+8% +$89.6K 0.59% 78
2022
Q4 		$1.14M Sell
2,347
-47
-2% -$21.8K 0.58% 78
2022
Q3 		$925K Buy
2,394
+6
+0.3% +$2.5K 0.52% 82
2022
Q2 		$1.03M Buy
2,388
+91
+4% +$40K 0.55% 82
2022
Q1 		$1.01M Buy
2,297
+1
+0% +$405 0.47% 89
2021
Q4 		$816K Sell
2,296
-144
-6% -$49.8K 0.35% 101
2021
Q3 		$842K Sell
2,440
-27
-1% -$9.77K 0.41% 94
2021
Q2 		$933K Buy
2,467
+260
+12% +$100K 0.46% 93
2021
Q1 		$815K Buy
2,207
+68
+3% +$23.3K 0.42% 93
2020
Q4 		$759K Sell
2,139
-488
-19% -$179K 0.41% 94
2020
Q3 		$1.01M Buy
2,627
+438
+20% +$167K 0.6% 74
2020
Q2 		$799K Sell
2,189
-145
-6% -$54.8K 0.49% 84
2020
Q1 		$791K Sell
2,334
-155
-6% -$61K 0.56% 80
2019
Q4 		$969K Buy
2,489
+116
+5% +$44.5K 0.51% 85
2019
Q3 		$926K Sell
2,373
-75
-3% -$28.2K 0.52% 82
2019
Q2 		$890K Sell
2,448
-65
-3% -$21.7K 0.5% 82
2019
Q1 		$754K Hold
2,513
– – 0.44% 92
2018
Q4 		$658K Sell
2,513
-28
-1% -$8.49K 0.44% 92
2018
Q3 		$879K Buy
2,541
+61
+2% +$19.7K 0.5% 82
2018
Q2 		$733K Buy
2,480
+203
+9% +$65.5K 0.45% 90
2018
Q1 		$769K Sell
2,277
-325
-12% -$111K 0.49% 88
2017
Q4 		$835K Sell
2,602
-20
-0.8% -$6.3K 0.49% 90
2017
Q3 		$814K Sell
2,622
-119
-4% -$35.5K 0.51% 90
2017
Q2 		$761K Sell
2,741
-212
-7% -$58.2K 0.49% 88
2017
Q1 		$790K Sell
2,953
-26
-0.9% -$6.81K 0.51% 87
2016
Q4 		$745K Sell
2,979
-251
-8% -$62.7K 0.51% 83
2016
Q3 		$774K Sell
3,230
-162
-5% -$40.5K 0.53% 81
2016
Q2 		$842K Sell
3,392
-260
-7% -$61.3K 0.58% 77
2016
Q1 		$809K Sell
3,652
-93
-2% -$20K 0.56% 77
2015
Q4 		$813K Sell
3,745
-289
-7% -$62.7K 0.56% 77
2015
Q3 		$836K Sell
4,034
-348
-8% -$70.8K 0.6% 75
2015
Q2 		$815K Sell
4,382
-270
-6% -$52K 0.54% 84
2015
Q1 		$944K Sell
4,652
-52
-1% -$10.3K 0.61% 75
2014
Q4 		$906K Sell
4,704
-300
-6% -$55.7K 0.58% 78
2014
Q3 		$915K Sell
5,004
-782
-14% -$133K 0.62% 74
2014
Q2 		$930K Buy
5,786
+376
+7% +$61.1K 0.62% 72
2014
Q1 		$883K Buy
5,410
+100
+2% +$15.7K 0.58% 77
2013
Q4 		$789K Buy
5,310
+915
+21% +$124K 0.52% 81
2013
Q3 		$561K Buy
4,395
+155
+4% +$18.8K 0.4% 94
2013
Q2 		$460K Buy
+4,240
New +$433K 0.33% 94

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

Eads & Heald Wealth Management's LMT Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Lockheed Martin (LMT) stake by 0.62% in Q1 2026, selling an estimated $6.78K and leaving 1,776 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #76.

Eads & Heald Wealth Management first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.22M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Eads & Heald Wealth Management held 1,776 shares of Lockheed Martin worth $1.07M as of Q1 2026.
  • Eads & Heald Wealth Management sold 11 Lockheed Martin shares in Q1 2026, an estimated $6.78K.
  • Lockheed Martin made up 0.53% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Eads & Heald Wealth Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Lockheed Martin position peaked at $1.22M in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.