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FAS Wealth Partners’s Lockheed Martin LMT Stock Holding History

FAS Wealth Partners’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 		$1.89M Buy
3,132
+119
+4% +$73.3K 0.12% 136
2025
Q4 		$1.46M Buy
3,013
+447
+17% +$214K 0.09% 140
2025
Q3 		$1.28M Sell
2,566
-48
-2% -$21.8K 0.09% 148
2025
Q2 		$1.21M Sell
2,614
-65
-2% -$30.4K 0.09% 142
2025
Q1 		$1.2M Buy
2,679
+5
+0.2% +$2.3K 0.1% 136
2024
Q4 		$1.3M Sell
2,674
-5,176
-66% -$2.82M 0.11% 133
2024
Q3 		$4.59M Buy
7,850
+332
+4% +$178K 0.37% 64
2024
Q2 		$3.51M Buy
7,518
+378
+5% +$175K 0.3% 70
2024
Q1 		$3.25M Buy
7,140
+198
+3% +$86.8K 0.29% 78
2023
Q4 		$3.15M Buy
6,942
+462
+7% +$205K 0.3% 78
2023
Q3 		$2.65M Buy
6,480
+78
+1% +$34.6K 0.28% 81
2023
Q2 		$2.95M Buy
6,402
+594
+10% +$276K 0.37% 65
2023
Q1 		$2.75M Buy
5,808
+163
+3% +$76.4K 0.3% 74
2022
Q4 		$2.75M Buy
5,645
+533
+10% +$248K 0.31% 73
2022
Q3 		$1.98M Buy
5,112
+797
+18% +$333K 0.22% 79
2022
Q2 		$1.85M Buy
4,315
+493
+13% +$216K 0.2% 83
2022
Q1 		$1.69M Buy
3,822
+564
+17% +$229K 0.16% 92
2021
Q4 		$1.16M Sell
3,258
-150
-4% -$51.9K 0.11% 121
2021
Q3 		$1.18M Buy
3,408
+78
+2% +$28.2K 0.11% 115
2021
Q2 		$1.26M Buy
3,330
+495
+17% +$190K 0.12% 108
2021
Q1 		$1.05M Sell
2,835
-73
-3% -$25K 0.11% 120
2020
Q4 		$1.03M Buy
2,908
+12
+0.4% +$4.41K 0.12% 112
2020
Q3 		$1.11M Buy
2,896
+10
+0.3% +$3.82K 0.15% 102
2020
Q2 		$1.05M Buy
2,886
+311
+12% +$117K 0.16% 102
2020
Q1 		$873K Buy
2,575
+31
+1% +$12.2K 0.15% 103
2019
Q4 		$991K Sell
2,544
-46
-2% -$17.7K 0.17% 95
2019
Q3 		$1.01M Buy
2,590
+125
+5% +$47K 0.18% 87
2019
Q2 		$896K Sell
2,465
-188
-7% -$62.9K 0.17% 93
2019
Q1 		$796K Buy
2,653
+200
+8% +$58.7K 0.16% 99
2018
Q4 		$642K Sell
2,453
-137
-5% -$41.6K 0.15% 105
2018
Q3 		$896K Hold
2,590
– – 0.2% 73
2018
Q2 		$765K Buy
2,590
+111
+4% +$35.8K 0.21% 75
2018
Q1 		$838K Sell
2,479
-133
-5% -$45.3K 0.24% 71
2017
Q4 		$839K Sell
2,612
-167
-6% -$52.6K 0.22% 68
2017
Q3 		$862K Buy
2,779
+11
+0.4% +$3.28K 0.24% 68
2017
Q2 		$769K Buy
2,768
+11
+0.4% +$3.02K 0.23% 71
2017
Q1 		$738K Buy
2,757
+224
+9% +$58.7K 0.23% 72
2016
Q4 		$633K Buy
2,533
+386
+18% +$96.5K 0.19% 73
2016
Q3 		$515K Buy
2,147
+302
+16% +$75.6K 0.17% 78
2016
Q2 		$458K Buy
1,845
+456
+33% +$108K 0.17% 84
2016
Q1 		$308K Buy
1,389
+104
+8% +$22.4K 0.16% 87
2015
Q4 		$279K Buy
1,285
+54
+4% +$11.7K 0.14% 98
2015
Q3 		$255K Buy
1,231
+4
+0.3% +$814 0.15% 87
2015
Q2 		$228K Buy
+1,227
New +$236K 0.11% 97
2014
Q2 		– Sell
-1,348
Closed -$220K – 95
2014
Q1 		$220K Sell
1,348
-152
-10% -$23.9K 0.15% 79
2013
Q4 		$223K Buy
+1,500
New +$204K 0.13% 81

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

FAS Wealth Partners's LMT Position: Q1 2026 in Review

FAS Wealth Partners increased its Lockheed Martin (LMT) stake by 3.9% in Q1 2026, buying an estimated $73.3K and bringing the position to 3,132 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #136.

FAS Wealth Partners first reported a position in LMT in Q4 2013 and has held it in 46 quarters since. The position peaked at $4.59M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • FAS Wealth Partners held 3,132 shares of Lockheed Martin worth $1.89M as of Q1 2026.
  • FAS Wealth Partners bought 119 Lockheed Martin shares in Q1 2026, an estimated $73.3K.
  • Lockheed Martin made up 0.12% of FAS Wealth Partners's portfolio in Q1 2026, its #136 holding.
  • FAS Wealth Partners first reported a position in Lockheed Martin in Q4 2013 and has held it in 46 quarters since.
  • FAS Wealth Partners's Lockheed Martin position peaked at $4.59M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.