FWI
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Facet Wealth Inc’s Lockheed Martin LMT Stock Holding History

Facet Wealth Inc’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 		$510K Buy
844
+239
+40% +$147K 0.01% 172
2025
Q4 		$361K Buy
605
+199
+49% +$95.2K 0.01% 193
2025
Q3 		$203K Buy
+406
New +$184K ﹤0.01% 213
2024
Q4 		– Sell
-524
Closed -$286K – 148
2024
Q3 		$286K Buy
524
+70
+15% +$37.6K 0.01% 116
2024
Q2 		$244K Sell
454
-33
-7% -$15.3K 0.01% 122
2024
Q1 		$225K Buy
+487
New +$213K 0.01% 112

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

Facet Wealth Inc's LMT Position: Q1 2026 in Review

Facet Wealth Inc increased its Lockheed Martin (LMT) stake by 40% in Q1 2026, buying an estimated $147K and bringing the position to 844 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #172.

Facet Wealth Inc first reported a position in LMT in Q1 2024 and has held it in 6 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Facet Wealth Inc held 844 shares of Lockheed Martin worth $510K as of Q1 2026.
  • Facet Wealth Inc bought 239 Lockheed Martin shares in Q1 2026, an estimated $147K.
  • Lockheed Martin made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #172 holding.
  • Facet Wealth Inc first reported a position in Lockheed Martin in Q1 2024 and has held it in 6 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.