FDW
LMT icon

Fourth Dimension Wealth’s Lockheed Martin LMT Stock Holding History

Fourth Dimension 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 		$148K Hold
245
– – 0.06% 152
2025
Q4 		$118K Hold
245
– – 0.04% 167
2025
Q3 		$122K Hold
245
– – 0.05% 159
2025
Q2 		$113K Hold
245
– – 0.05% 164
2025
Q1 		$109K Sell
245
-15
-6% -$6.91K 0.05% 157
2024
Q4 		$126K Buy
+260
New +$142K 0.07% 132

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

Fourth Dimension Wealth's LMT Position: Q1 2026 in Review

Fourth Dimension Wealth held its Lockheed Martin (LMT) position steady in Q1 2026 at 245 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #152.

Fourth Dimension Wealth first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fourth Dimension Wealth held 245 shares of Lockheed Martin worth $148K as of Q1 2026.
  • Fourth Dimension Wealth left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.06% of Fourth Dimension Wealth's portfolio in Q1 2026, its #152 holding.
  • Fourth Dimension Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.