High Note Wealth’s Lockheed Martin LMT Stock Holding History

High Note Wealth’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	$2.79M	Buy	4,623 +51	+1%	+$31.4K	0.55%	42
2025 Q4	$2.21M	Sell	4,572 -17	-0.4%	-$8.14K	0.43%	48
2025 Q3	$2.29M	Sell	4,589 -80	-2%	-$36.3K	0.46%	48
2025 Q2	$2.16M	Sell	4,669 -18	-0.4%	-$8.43K	0.5%	46
2025 Q1	$2.09M	Sell	4,687 -171	-4%	-$78.7K	0.52%	39
2024 Q4	$2.36M	Buy	4,858 +98	+2%	+$53.4K	0.61%	37
2024 Q3	$2.78M	Buy	4,760 +117	+3%	+$62.8K	0.8%	32
2024 Q2	$2.17M	Buy	4,643 +792	+21%	+$366K	0.66%	37
2024 Q1	$1.75M	Buy	3,851 +514	+15%	+$225K	0.57%	35
2023 Q4	$1.51M	Buy	3,337 +256	+8%	+$113K	0.57%	38
2023 Q3	$1.26M	Buy	3,081 +421	+16%	+$187K	0.52%	42
2023 Q2	$1.22M	Sell	2,660 -27	-1%	-$12.5K	0.5%	42
2023 Q1	$1.27M	Buy	2,687 +168	+7%	+$78.8K	0.52%	43
2022 Q4	$1.23M	Buy	2,519 +176	+8%	+$81.8K	0.51%	44
2022 Q3	$1.11M	Buy	2,343 +217	+10%	+$90.6K	0.44%	47
2022 Q2	$914K	Buy	2,126 +361	+20%	+$159K	0.36%	55
2022 Q1	$779K	Buy	+1,765	New	+$715K	0.27%	58

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return