EWM
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Evermay Wealth Management’s Lockheed Martin LMT Stock Holding History

Evermay 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 		$656K Hold
1,086
– – 0.07% 110
2025
Q4 		$525K Hold
1,086
– – 0.06% 119
2025
Q3 		$542K Buy
1,086
+26
+2% +$11.8K 0.06% 118
2025
Q2 		$491K Sell
1,060
-50
-5% -$23.4K 0.06% 127
2025
Q1 		$496K Sell
1,110
-44
-4% -$20.3K 0.07% 125
2024
Q4 		$561K Hold
1,154
– – 0.08% 119
2024
Q3 		$674K Hold
1,154
– – 0.11% 108
2024
Q2 		$539K Sell
1,154
-25
-2% -$11.6K 0.09% 124
2024
Q1 		$536K Buy
1,179
+83
+8% +$36.4K 0.08% 121
2023
Q4 		$497K Buy
1,096
+577
+111% +$256K 0.09% 105
2023
Q3 		$212K Buy
519
+75
+17% +$33.3K 0.04% 166
2023
Q2 		$204K Buy
444
+10
+2% +$4.64K 0.04% 173
2023
Q1 		$205K Hold
434
– – 0.04% 169
2022
Q4 		$211K Buy
434
+25
+6% +$11.6K 0.04% 164
2022
Q3 		$158K Buy
409
+50
+14% +$20.9K 0.03% 181
2022
Q2 		$154K Hold
359
– – 0.03% 184
2022
Q1 		$158K Sell
359
-209
-37% -$84.7K 0.03% 210
2021
Q4 		$202K Buy
568
+32
+6% +$11.1K 0.04% 171
2021
Q3 		$185K Buy
536
+42
+9% +$15.2K 0.04% 168
2021
Q2 		$187K Buy
+494
New +$190K 0.03% 182
2020
Q4 		– Sell
-544
Closed -$209K – 172
2020
Q3 		$209K Buy
+544
New +$208K 0.05% 152
2020
Q1 		– Sell
-544
Closed -$212K – 149
2019
Q4 		$212K Buy
+544
New +$209K 0.05% 154

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

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

Evermay Wealth Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,086 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #110.

Evermay Wealth Management first reported a position in LMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $674K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Evermay Wealth Management held 1,086 shares of Lockheed Martin worth $656K as of Q1 2026.
  • Evermay Wealth Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.07% of Evermay Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Evermay Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 22 quarters since.
  • Evermay Wealth Management's Lockheed Martin position peaked at $674K in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.