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Goldstone Financial Group’s Lockheed Martin LMT Stock Holding History

Goldstone Financial Group’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 		$1.19M Sell
1,974
-7
-0.4% -$4.31K 0.13% 109
2025
Q4 		$958K Sell
1,981
-67
-3% -$32.1K 0.11% 113
2025
Q3 		$1.02M Buy
2,048
+98
+5% +$44.5K 0.12% 109
2025
Q2 		$902K Buy
1,950
+9
+0.5% +$4.21K 0.12% 107
2025
Q1 		$867K Buy
1,941
+151
+8% +$69.5K 0.13% 96
2024
Q4 		$870K Buy
1,790
+50
+3% +$27.3K 0.14% 94
2024
Q3 		$1.02M Buy
1,740
+30
+2% +$16.1K 0.18% 88
2024
Q2 		$799K Hold
1,710
– – 0.16% 92
2024
Q1 		$778K Hold
1,710
– – 0.18% 81
2023
Q4 		$775K Hold
1,710
– – 0.2% 83
2023
Q3 		$699K Buy
1,710
+15
+0.9% +$6.66K 0.21% 90
2023
Q2 		$780K Sell
1,695
-5
-0.3% -$2.32K 0.23% 79
2023
Q1 		$804K Buy
+1,700
New +$797K 0.26% 66

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

Goldstone Financial Group's LMT Position: Q1 2026 in Review

Goldstone Financial Group reduced its Lockheed Martin (LMT) stake by 0.35% in Q1 2026, selling an estimated $4.31K and leaving 1,974 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #109.

Goldstone Financial Group first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Goldstone Financial Group held 1,974 shares of Lockheed Martin worth $1.19M as of Q1 2026.
  • Goldstone Financial Group sold 7 Lockheed Martin shares in Q1 2026, an estimated $4.31K.
  • Lockheed Martin made up 0.13% of Goldstone Financial Group's portfolio in Q1 2026, its #109 holding.
  • Goldstone Financial Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.