Gentry Private Wealth’s Lockheed Martin LMT Stock Holding History

Gentry Private 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	$454K	Sell	751 -88	-10%	-$54.2K	0.27%	55
2025 Q4	$406K	Sell	839 -221	-21%	-$106K	0.26%	61
2025 Q3	$529K	Buy	1,060 +18	+2%	+$8.17K	0.37%	44
2025 Q2	$483K	Buy	1,042 +9	+0.9%	+$4.21K	0.37%	47
2025 Q1	$461K	Buy	+1,033	New	+$476K	0.38%	57
2024 Q4	–	Sell	-777	Closed	-$454K	–	58
2024 Q3	$454K	Sell	777 -58	-7%	-$31.1K	0.37%	44
2024 Q2	$390K	Buy	+835	New	+$386K	0.34%	49

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

Gentry Private Wealth's LMT Position: Q1 2026 in Review

Gentry Private Wealth reduced its Lockheed Martin (LMT) stake by 10% in Q1 2026, selling an estimated $54.2K and leaving 751 shares worth $454K. The position accounts for 0.27% of the portfolio, ranked #55.

Gentry Private Wealth first reported a position in LMT in Q2 2024 and has held it in 7 quarters since. The position peaked at $529K in Q3 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Gentry Private Wealth held 751 shares of Lockheed Martin worth $454K as of Q1 2026.
Gentry Private Wealth sold 88 Lockheed Martin shares in Q1 2026, an estimated $54.2K.
Lockheed Martin made up 0.27% of Gentry Private Wealth's portfolio in Q1 2026, its #55 holding.
Gentry Private Wealth first reported a position in Lockheed Martin in Q2 2024 and has held it in 7 quarters since.
Gentry Private Wealth's Lockheed Martin position peaked at $529K in Q3 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.