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Evexia Wealth’s Lockheed Martin LMT Stock Holding History

Evexia 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 		$203K Buy
+328
New +$202K 0.06% 81
2025
Q2 		– Sell
-11,102
Closed -$5.13M – 82
2025
Q1 		$5.13M Buy
11,102
+76
+0.7% +$35K 1.86% 20
2024
Q4 		$4.9M Buy
11,026
+135
+1% +$73.6K 1.66% 20
2024
Q3 		$6.59M Sell
10,891
-3,436
-24% -$1.84M 2.34% 19
2024
Q2 		$6.8M Sell
14,327
-479
-3% -$221K 2.55% 18
2024
Q1 		$6.67M Sell
14,806
-890
-6% -$390K 2.75% 18
2023
Q4 		$6.69M Buy
15,696
+445
+3% +$197K 2.82% 17
2023
Q3 		$6.83M Buy
15,251
+2,182
+17% +$968K 3.46% 11
2023
Q2 		$5.94M Buy
13,069
+122
+0.9% +$56.6K 2.85% 17
2023
Q1 		$5.87M Buy
+12,947
New +$6.07M 3.16% 15

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

Evexia Wealth's LMT Position: Q1 2026 in Review

Evexia Wealth opened a new position in Lockheed Martin (LMT) in Q1 2026: 328 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #81 among its holdings. This is a return to the name: Evexia Wealth previously reported a position in LMT as recently as Q1 2025.

Evexia Wealth first reported a position in LMT in Q1 2023 and has held it in 10 quarters since. The position peaked at $6.83M in Q3 2023. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Evexia Wealth held 328 shares of Lockheed Martin worth $203K as of Q1 2026.
  • Lockheed Martin was a new Evexia Wealth position in Q1 2026.
  • Lockheed Martin made up 0.06% of Evexia Wealth's portfolio in Q1 2026, its #81 holding.
  • Evexia Wealth first reported a position in Lockheed Martin in Q1 2023 and has held it in 10 quarters since.
  • Evexia Wealth's Lockheed Martin position peaked at $6.83M in Q3 2023.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.