Evergreen Wealth Solutions’s Lockheed Martin LMT Stock Holding History

Evergreen Wealth Solutions’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	+762	New	+$469K	0.03%	261

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 Solutions's LMT Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Lockheed Martin (LMT) in Q1 2026: 762 shares worth $461K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings.

2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Evergreen Wealth Solutions held 762 shares of Lockheed Martin worth $461K as of Q1 2026.
Lockheed Martin was a new Evergreen Wealth Solutions position in Q1 2026.
Lockheed Martin made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #261 holding.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.