HWM
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HB Wealth Management’s Lockheed Martin LMT Stock Holding History

HB 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 		$10.2M Buy
16,955
+765
+5% +$471K 0.07% 156
2025
Q4 		$7.83M Buy
16,190
+1,331
+9% +$637K 0.05% 189
2025
Q3 		$7.42M Sell
14,859
-493
-3% -$224K 0.05% 196
2025
Q2 		$7.11M Buy
15,352
+1,502
+11% +$703K 0.06% 177
2025
Q1 		$6.19M Buy
13,850
+1,325
+11% +$610K 0.05% 194
2024
Q4 		$6.09M Buy
12,525
+573
+5% +$312K 0.06% 142
2024
Q3 		$6.99M Buy
11,952
+542
+5% +$291K 0.07% 131
2024
Q2 		$5.33M Buy
11,410
+565
+5% +$261K 0.06% 142
2024
Q1 		$4.93M Sell
10,845
-45
-0.4% -$19.7K 0.06% 150
2023
Q4 		$4.94M Buy
10,890
+370
+4% +$164K 0.07% 137
2023
Q3 		$4.3M Sell
10,520
-221
-2% -$98K 0.07% 139
2023
Q2 		$4.94M Buy
10,741
+422
+4% +$196K 0.08% 125
2023
Q1 		$4.88M Sell
10,319
-93
-0.9% -$43.6K 0.08% 119
2022
Q4 		$5.07M Buy
10,412
+160
+2% +$74.3K 0.09% 108
2022
Q3 		$3.96M Buy
10,252
+2,753
+37% +$1.15M 0.08% 113
2022
Q2 		$3.22M Buy
7,499
+2,026
+37% +$890K 0.07% 138
2022
Q1 		$2.42M Buy
5,473
+332
+6% +$135K 0.04% 162
2021
Q4 		$1.83M Buy
+5,141
New +$1.78M 0.04% 168

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

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

HB Wealth Management increased its Lockheed Martin (LMT) stake by 4.7% in Q1 2026, buying an estimated $471K and bringing the position to 16,955 shares worth $10.2M. The position accounts for 0.07% of the portfolio, ranked #156.

HB Wealth Management first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • HB Wealth Management held 16,955 shares of Lockheed Martin worth $10.2M as of Q1 2026.
  • HB Wealth Management bought 765 Lockheed Martin shares in Q1 2026, an estimated $471K.
  • Lockheed Martin made up 0.07% of HB Wealth Management's portfolio in Q1 2026, its #156 holding.
  • HB Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.