FH
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FWG Holdings’s Lockheed Martin LMT Stock Holding History

FWG Holdings’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 		$472K Buy
740
+13
+2% +$8.01K 0.18% 86
2025
Q4 		$461K Buy
+727
New +$348K 0.18% 95
2024
Q4 		– Sell
-392
Closed -$218K – 106
2024
Q3 		$218K Buy
+392
New +$210K 0.11% 96

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

FWG Holdings's LMT Position: Q1 2026 in Review

FWG Holdings increased its Lockheed Martin (LMT) stake by 1.8% in Q1 2026, buying an estimated $8.01K and bringing the position to 740 shares worth $472K. The position accounts for 0.18% of the portfolio, ranked #86.

FWG Holdings first reported a position in LMT in Q3 2024 and has held it in 3 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • FWG Holdings held 740 shares of Lockheed Martin worth $472K as of Q1 2026.
  • FWG Holdings bought 13 Lockheed Martin shares in Q1 2026, an estimated $8.01K.
  • Lockheed Martin made up 0.18% of FWG Holdings's portfolio in Q1 2026, its #86 holding.
  • FWG Holdings first reported a position in Lockheed Martin in Q3 2024 and has held it in 3 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.