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GDS Wealth Management’s Lockheed Martin LMT Stock Holding History

GDS 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 		$792K Sell
1,311
-38
-3% -$23.4K 0.05% 99
2025
Q4 		$652K Buy
1,349
+112
+9% +$53.6K 0.04% 110
2025
Q3 		$618K Sell
1,237
-31
-2% -$14.1K 0.04% 110
2025
Q2 		$587K Sell
1,268
-15
-1% -$7.02K 0.04% 112
2025
Q1 		$573K Sell
1,283
-75
-6% -$34.5K 0.05% 104
2024
Q4 		$660K Sell
1,358
-44
-3% -$24K 0.06% 101
2024
Q3 		$820K Sell
1,402
-52
-4% -$27.9K 0.08% 77
2024
Q2 		$679K Sell
1,454
-69
-5% -$31.9K 0.07% 71
2024
Q1 		$693K Buy
1,523
+166
+12% +$72.8K 0.08% 74
2023
Q4 		$615K Sell
1,357
-147
-10% -$65.1K 0.08% 73
2023
Q3 		$615K Sell
1,504
-64
-4% -$28.4K 0.1% 64
2023
Q2 		$722K Sell
1,568
-10
-0.6% -$4.64K 0.12% 68
2023
Q1 		$746K Sell
1,578
-52
-3% -$24.4K 0.13% 62
2022
Q4 		$793K Buy
1,630
+21
+1% +$9.76K 0.15% 62
2022
Q3 		$622K Buy
1,609
+42
+3% +$17.5K 0.14% 63
2022
Q2 		$674K Sell
1,567
-9
-0.6% -$3.95K 0.15% 63
2022
Q1 		$737K Buy
1,576
+25
+2% +$10.1K 0.16% 64
2021
Q4 		$551K Buy
+1,551
New +$536K 0.12% 73

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

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

GDS Wealth Management reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $23.4K and leaving 1,311 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #99.

GDS Wealth Management first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $820K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • GDS Wealth Management held 1,311 shares of Lockheed Martin worth $792K as of Q1 2026.
  • GDS Wealth Management sold 38 Lockheed Martin shares in Q1 2026, an estimated $23.4K.
  • Lockheed Martin made up 0.05% of GDS Wealth Management's portfolio in Q1 2026, its #99 holding.
  • GDS Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's Lockheed Martin position peaked at $820K in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.