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Gibbs Wealth Management’s Lockheed Martin LMT Stock Holding History

Gibbs 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 		$473K Buy
783
+211
+37% +$130K 0.06% 317
2025
Q4 		$311K Sell
572
-53
-8% -$25.4K 0.08% 268
2025
Q3 		$312K Sell
625
-46
-7% -$20.9K 0.07% 264
2025
Q2 		$311K Buy
671
+76
+13% +$35.6K 0.06% 278
2025
Q1 		$266K Buy
595
+130
+28% +$59.8K 0.06% 268
2024
Q4 		$226K Buy
465
+69
+17% +$37.6K 0.06% 267
2024
Q3 		$231K Buy
+396
New +$213K 0.08% 242

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gibbs Wealth Management increased its Lockheed Martin (LMT) stake by 37% in Q1 2026, buying an estimated $130K and bringing the position to 783 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #317.

Gibbs Wealth Management first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. 2,938 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Gibbs Wealth Management held 783 shares of Lockheed Martin worth $473K as of Q1 2026.
  • Gibbs Wealth Management bought 211 Lockheed Martin shares in Q1 2026, an estimated $130K.
  • Lockheed Martin made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #317 holding.
  • Gibbs Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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