Evergreen Wealth Management’s Lockheed Martin LMT Stock Holding History

Evergreen 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	$2.54M	Sell	4,210 -2,275	-35%	-$1.4M	1.31%	28
2025 Q4	$3.14M	Buy	6,485 +145	+2%	+$69.4K	1.58%	23
2025 Q3	$3.16M	Sell	6,340 -17	-0.3%	-$7.71K	1.66%	22
2025 Q2	$2.94M	Buy	6,357 +60	+1%	+$28.1K	1.65%	21
2025 Q1	$2.81M	Buy	6,297 +124	+2%	+$57.1K	1.68%	21
2024 Q4	$3M	Sell	6,173 -267	-4%	-$146K	1.77%	24
2024 Q3	$3.76M	Buy	6,440 +1,057	+20%	+$568K	2.27%	17
2024 Q2	$2.51M	Hold	5,383	–	–	1.67%	22
2024 Q1	$2.45M	Hold	5,383	–	–	1.66%	24
2023 Q4	$2.44M	Buy	5,383 +136	+3%	+$60.3K	1.79%	21
2023 Q3	$2.15M	Buy	5,247 +75	+1%	+$33.3K	1.7%	20
2023 Q2	$2.38M	Buy	5,172 +62	+1%	+$28.8K	1.87%	19
2023 Q1	$2.42M	Buy	5,110 +74	+1%	+$34.7K	2.14%	17
2022 Q4	$2.45M	Buy	+5,036	New	+$2.34M	2.25%	15

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

Evergreen Wealth Management's LMT Position: Q1 2026 in Review

Evergreen Wealth Management reduced its Lockheed Martin (LMT) stake by 35% in Q1 2026, selling an estimated $1.4M and leaving 4,210 shares worth $2.54M. The position accounts for 1.31% of the portfolio, ranked #28.

Evergreen Wealth Management first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.76M in Q3 2024. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Evergreen Wealth Management held 4,210 shares of Lockheed Martin worth $2.54M as of Q1 2026.
Evergreen Wealth Management sold 2,275 Lockheed Martin shares in Q1 2026, an estimated $1.4M.
Lockheed Martin made up 1.31% of Evergreen Wealth Management's portfolio in Q1 2026, its #28 holding.
Evergreen Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Evergreen Wealth Management's Lockheed Martin position peaked at $3.76M in Q3 2024.
2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Evergreen Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.