EW
LMT icon

Element Wealth’s Lockheed Martin LMT Stock Holding History

Element 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 		$335K Buy
554
+10
+2% +$6.16K 0.14% 149
2025
Q4 		$263K Buy
544
+1
+0.2% +$479 0.11% 166
2025
Q3 		$271K Buy
543
+1
+0.2% +$454 0.12% 154
2025
Q2 		$251K Buy
542
+33
+6% +$15.4K 0.12% 151
2025
Q1 		$227K Buy
509
+1
+0.2% +$460 0.12% 139
2024
Q4 		$247K Sell
508
-19
-4% -$10.4K 0.13% 124
2024
Q3 		$308K Buy
527
+58
+12% +$31.1K 0.16% 113
2024
Q2 		$219K Buy
+469
New +$217K 0.12% 132

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

Element Wealth's LMT Position: Q1 2026 in Review

Element Wealth increased its Lockheed Martin (LMT) stake by 1.8% in Q1 2026, buying an estimated $6.16K and bringing the position to 554 shares worth $335K. The position accounts for 0.14% of the portfolio, ranked #149.

Element 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.

  • Element Wealth held 554 shares of Lockheed Martin worth $335K as of Q1 2026.
  • Element Wealth bought 10 Lockheed Martin shares in Q1 2026, an estimated $6.16K.
  • Lockheed Martin made up 0.14% of Element Wealth's portfolio in Q1 2026, its #149 holding.
  • Element 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 Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.