Focus Partners Wealth
LMT icon

Focus Partners Wealth’s Lockheed Martin LMT Stock Holding History

Focus Partners 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 		$149M Buy
247,406
+16,514
+7% +$10.2M 0.17% 131
2025
Q4 		$112M Buy
230,892
+98,502
+74% +$47.1M 0.13% 162
2025
Q3 		$66.1M Buy
132,390
+19,903
+18% +$9.03M 0.11% 168
2025
Q2 		$52.1M Buy
112,487
+532
+0.5% +$249K 0.11% 183
2025
Q1 		$50M Sell
111,955
-1,774
-2% -$817K 0.13% 165
2024
Q4 		$55.3M Buy
113,729
+8,952
+9% +$4.88M 0.14% 146
2024
Q3 		$61.2M Buy
104,777
+331
+0.3% +$178K 0.2% 109
2024
Q2 		$48.8M Buy
104,446
+90,307
+639% +$41.7M 0.16% 135
2024
Q1 		$6.43M Buy
14,139
+9,163
+184% +$4.02M 0.05% 277
2023
Q4 		$2.25M Buy
+4,976
New +$2.2M 0.03% 336

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

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

Focus Partners Wealth increased its Lockheed Martin (LMT) stake by 7.2% in Q1 2026, buying an estimated $10.2M and bringing the position to 247,406 shares worth $149M. The position accounts for 0.17% of the portfolio, ranked #131.

Focus Partners Wealth first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Focus Partners Wealth held 247,406 shares of Lockheed Martin worth $149M as of Q1 2026.
  • Focus Partners Wealth bought 16,514 Lockheed Martin shares in Q1 2026, an estimated $10.2M.
  • Lockheed Martin made up 0.17% of Focus Partners Wealth's portfolio in Q1 2026, its #131 holding.
  • Focus Partners Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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