Gen-Wealth Partners’s Lockheed Martin LMT Stock Holding History

Gen-Wealth Partners’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	$96.5K	Sell	160 -62	-28%	-$38.2K	0.03%	333
2025 Q4	$107K	Sell	222 -6	-3%	-$2.87K	0.03%	319
2025 Q3	$114K	Buy	228 +30	+15%	+$13.6K	0.04%	305
2025 Q2	$91.7K	Sell	198 -17	-8%	-$7.96K	0.04%	292
2025 Q1	$96K	Sell	215 -6	-3%	-$2.76K	0.04%	277
2024 Q4	$107K	Sell	221 -15	-6%	-$8.18K	0.05%	277
2024 Q3	$129K	Sell	236 -12	-5%	-$6.44K	0.06%	262
2024 Q2	$116K	Sell	248 -1	-0.4%	-$462	0.06%	271
2024 Q1	$113K	Buy	+249	New	+$109K	0.06%	285

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

Gen-Wealth Partners's LMT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Lockheed Martin (LMT) stake by 28% in Q1 2026, selling an estimated $38.2K and leaving 160 shares worth $96.5K. The position accounts for 0.03% of the portfolio, ranked #333.

Gen-Wealth Partners first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $129K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Gen-Wealth Partners held 160 shares of Lockheed Martin worth $96.5K as of Q1 2026.
Gen-Wealth Partners sold 62 Lockheed Martin shares in Q1 2026, an estimated $38.2K.
Lockheed Martin made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #333 holding.
Gen-Wealth Partners first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Lockheed Martin position peaked at $129K in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.