EW
LMT icon

Evoke Wealth’s Lockheed Martin LMT Stock Holding History

Evoke 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 		$1.88M Buy
3,107
+639
+26% +$394K 0.03% 185
2025
Q4 		$1.19M Buy
2,468
+637
+35% +$305K 0.02% 244
2025
Q3 		$914K Sell
1,831
-383
-17% -$174K 0.02% 265
2025
Q2 		$1.03M Buy
2,214
+873
+65% +$409K 0.02% 228
2025
Q1 		$599K Buy
1,341
+209
+18% +$96.2K 0.02% 249
2024
Q4 		$550K Buy
1,132
+136
+14% +$74.1K 0.02% 252
2024
Q3 		$582K Buy
+996
New +$535K 0.02% 237
2024
Q2 		– Sell
-980
Closed -$446K – 263
2024
Q1 		$446K Buy
+980
New +$430K 0.01% 265
2023
Q4 		– Sell
-520
Closed -$213K – 235
2023
Q3 		$213K Sell
520
-355
-41% -$157K 0.01% 347
2023
Q2 		$403K Buy
875
+405
+86% +$188K 0.01% 242
2023
Q1 		$222K Sell
470
-135
-22% -$63.3K 0.01% 316
2022
Q4 		$295K Sell
605
-302
-33% -$140K 0.01% 284
2022
Q3 		$350K Buy
907
+568
+168% +$237K 0.01% 248
2022
Q2 		$146K Buy
339
+242
+249% +$106K 0.01% 359
2022
Q1 		$43K Buy
97
+22
+29% +$8.92K ﹤0.01% 545
2021
Q4 		$27K Sell
75
-7
-9% -$2.42K ﹤0.01% 628
2021
Q3 		$28K Buy
82
+8
+11% +$2.9K ﹤0.01% 584
2021
Q2 		$28K Sell
74
-22
-23% -$8.46K ﹤0.01% 594
2021
Q1 		$36K Buy
96
+18
+23% +$6.17K ﹤0.01% 491
2020
Q4 		$28K Buy
78
+5
+7% +$1.84K ﹤0.01% 449
2020
Q3 		$28K Sell
73
-3
-4% -$1.15K ﹤0.01% 435
2020
Q2 		$28K Sell
76
-211
-74% -$79.7K ﹤0.01% 423
2020
Q1 		$97.3K Sell
287
-173
-38% -$68K 0.01% 262
2019
Q4 		$179K Buy
460
+208
+83% +$79.8K 0.02% 238
2019
Q3 		$98.3K Buy
+252
New +$94.8K 0.01% 365

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

Evoke Wealth's LMT Position: Q1 2026 in Review

Evoke Wealth increased its Lockheed Martin (LMT) stake by 26% in Q1 2026, buying an estimated $394K and bringing the position to 3,107 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #185.

Evoke Wealth first reported a position in LMT in Q3 2019 and has held it in 25 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Evoke Wealth held 3,107 shares of Lockheed Martin worth $1.88M as of Q1 2026.
  • Evoke Wealth bought 639 Lockheed Martin shares in Q1 2026, an estimated $394K.
  • Lockheed Martin made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #185 holding.
  • Evoke Wealth first reported a position in Lockheed Martin in Q3 2019 and has held it in 25 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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