GeoWealth Management’s Lockheed Martin LMT Stock Holding History

GeoWealth 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	$914K	Buy	1,512 +14	+0.9%	+$8.62K	0.03%	311
2025 Q4	$725K	Sell	1,498 -21	-1%	-$10.1K	0.03%	357
2025 Q3	$758K	Sell	1,519 -69	-4%	-$31.3K	0.03%	361
2025 Q2	$735K	Buy	1,588 +222	+16%	+$104K	0.03%	324
2025 Q1	$610K	Sell	1,366 -654	-32%	-$301K	0.02%	381
2024 Q4	$982K	Sell	2,020 -266	-12%	-$145K	0.03%	299
2024 Q3	$1.34M	Sell	2,286 -78	-3%	-$41.9K	0.05%	248
2024 Q2	$1.1M	Buy	2,364 +299	+14%	+$138K	0.05%	248
2024 Q1	$939K	Buy	2,065 +282	+16%	+$124K	0.04%	308
2023 Q4	$808K	Buy	1,783 +1,779	+44,475%	+$788K	0.07%	244
2023 Q3	$2K	Sell	4 -1	-20%	-$444	﹤0.01%	471
2023 Q2	$2K	Buy	+5	New	+$2.32K	﹤0.01%	430

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

GeoWealth Management's LMT Position: Q1 2026 in Review

GeoWealth Management increased its Lockheed Martin (LMT) stake by 0.93% in Q1 2026, buying an estimated $8.62K and bringing the position to 1,512 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #311.

GeoWealth Management first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

GeoWealth Management held 1,512 shares of Lockheed Martin worth $914K as of Q1 2026.
GeoWealth Management bought 14 Lockheed Martin shares in Q1 2026, an estimated $8.62K.
Lockheed Martin made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #311 holding.
GeoWealth Management first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
GeoWealth Management's Lockheed Martin position peaked at $1.34M in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.