Finer Wealth Management’s Lockheed Martin LMT Stock Holding History

Finer 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	$1.27M	Sell	2,104 -268	-11%	-$165K	0.64%	36
2025 Q4	$1.15M	Sell	2,372 -1,323	-36%	-$633K	0.56%	38
2025 Q3	$1.84M	Sell	3,695 -68	-2%	-$30.9K	0.92%	29
2025 Q2	$1.74M	Buy	3,763 +416	+12%	+$195K	0.93%	30
2025 Q1	$1.5M	Buy	3,347 +185	+6%	+$85.2K	0.9%	29
2024 Q4	$1.54M	Buy	3,162 +252	+9%	+$137K	0.88%	29
2024 Q3	$1.7M	Buy	2,910 +416	+17%	+$223K	1.05%	26
2024 Q2	$1.16M	Buy	2,494 +184	+8%	+$85K	0.75%	31
2024 Q1	$1.05M	Buy	2,310 +722	+45%	+$316K	0.69%	35
2023 Q4	$720K	Buy	1,588 +588	+59%	+$261K	0.54%	43
2023 Q3	$409K	Buy	+1,000	New	+$444K	0.33%	54

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Finer Wealth Management reduced its Lockheed Martin (LMT) stake by 11% in Q1 2026, selling an estimated $165K and leaving 2,104 shares worth $1.27M. The position accounts for 0.64% of the portfolio, ranked #36.

Finer Wealth Management first reported a position in LMT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q3 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Finer Wealth Management held 2,104 shares of Lockheed Martin worth $1.27M as of Q1 2026.
Finer Wealth Management sold 268 Lockheed Martin shares in Q1 2026, an estimated $165K.
Lockheed Martin made up 0.64% of Finer Wealth Management's portfolio in Q1 2026, its #36 holding.
Finer Wealth Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 11 quarters since.
Finer Wealth Management's Lockheed Martin position peaked at $1.84M in Q3 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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