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Golden State Wealth Management’s Lockheed Martin LMT Stock Holding History

Golden State 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 		$1.71M Buy
2,823
+36
+1% +$22.2K 0.19% 110
2025
Q4 		$1.35M Buy
2,787
+7
+0.3% +$3.35K 0.14% 122
2025
Q3 		$1.39M Sell
2,780
-58
-2% -$26.3K 0.15% 113
2025
Q2 		$1.31M Buy
2,838
+242
+9% +$113K 0.16% 112
2025
Q1 		$1.16M Sell
2,596
-142
-5% -$65.4K 0.17% 107
2024
Q4 		$1.33M Buy
+2,738
New +$1.49M 0.2% 89
2022
Q1 		$1.27M Sell
2,874
-708
-20% -$287K 0.25% 78
2021
Q4 		$1.27M Sell
3,582
-1,564
-30% -$541K 0.22% 95
2021
Q3 		$1.78M Sell
5,146
-1,189
-19% -$430K 0.39% 47
2021
Q2 		$2.4M Buy
6,335
+959
+18% +$369K 0.53% 34
2021
Q1 		$1.99M Sell
5,376
-405
-7% -$139K 0.65% 31
2020
Q4 		$2.05M Sell
5,781
-15
-0.3% -$5.51K 0.59% 36
2020
Q3 		$2.22M Sell
5,796
-276
-5% -$105K 0.74% 25
2020
Q2 		$2.22M Buy
6,072
+1,996
+49% +$754K 0.71% 22
2020
Q1 		$1.38M Buy
+4,076
New +$1.6M 0.61% 30
2019
Q4 		– Sell
-5,154
Closed -$2.01M – 558
2019
Q3 		$2.01M Buy
5,154
+1,196
+30% +$450K 0.66% 30
2019
Q2 		$1.44M Sell
3,958
-695
-15% -$232K 0.46% 46
2019
Q1 		$1.4M Buy
+4,653
New +$1.36M 0.47% 44

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

Golden State Wealth Management's LMT Position: Q1 2026 in Review

Golden State Wealth Management increased its Lockheed Martin (LMT) stake by 1.3% in Q1 2026, buying an estimated $22.2K and bringing the position to 2,823 shares worth $1.71M. The position accounts for 0.19% of the portfolio, ranked #110.

Golden State Wealth Management first reported a position in LMT in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.4M in Q2 2021. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Golden State Wealth Management held 2,823 shares of Lockheed Martin worth $1.71M as of Q1 2026.
  • Golden State Wealth Management bought 36 Lockheed Martin shares in Q1 2026, an estimated $22.2K.
  • Lockheed Martin made up 0.19% of Golden State Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Golden State Wealth Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's Lockheed Martin position peaked at $2.4M in Q2 2021.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.