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

HighMark 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 		$64.6K Sell
107
-1
-0.9% -$616 0.03% 137
2025
Q4 		$52.4K Sell
108
-48
-31% -$23K 0.02% 164
2025
Q3 		$78.1K Sell
156
-30
-16% -$13.6K 0.03% 130
2025
Q2 		$86K Buy
186
+106
+133% +$49.6K 0.04% 124
2025
Q1 		$35.9K Hold
80
– – 0.02% 155
2024
Q4 		$38.8K Sell
80
-102
-56% -$55.6K 0.02% 144
2024
Q3 		$106K Buy
182
+1
+0.6% +$537 0.06% 99
2024
Q2 		$84.5K Buy
181
+3
+2% +$1.39K 0.05% 107
2024
Q1 		$83.4K Hold
178
– – 0.05% 109
2023
Q4 		$80.9K Buy
178
+101
+131% +$44.7K 0.06% 103
2023
Q3 		$31.6K Hold
77
– – 0.03% 143
2023
Q2 		$35.3K Buy
77
+1
+1% +$464 0.03% 140
2023
Q1 		$36K Hold
76
– – 0.03% 160
2022
Q4 		$36.8K Buy
76
+1
+1% +$465 0.03% 121
2022
Q3 		$29K Hold
75
– – 0.02% 132
2022
Q2 		$32K Buy
75
+1
+1% +$439 0.03% 123
2022
Q1 		$33K Hold
74
– – 0.02% 130
2021
Q4 		$26K Buy
74
+1
+1% +$346 0.02% 153
2021
Q3 		$25K Hold
73
– – 0.02% 164
2021
Q2 		$27K Buy
73
+1
+1% +$384 0.02% 161
2021
Q1 		$27K Hold
72
– – 0.02% 147
2020
Q4 		$25K Buy
72
+1
+1% +$368 0.02% 150
2020
Q3 		$27K Hold
71
– – 0.02% 140
2020
Q2 		$26K Buy
71
+1
+1% +$378 0.03% 118
2020
Q1 		$23K Buy
70
+1
+1% +$393 0.03% 104
2019
Q4 		$27K Buy
+69
New +$26.5K 0.03% 115

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

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

HighMark Wealth Management reduced its Lockheed Martin (LMT) stake by 0.93% in Q1 2026, selling an estimated $616 and leaving 107 shares worth $64.6K. The position accounts for 0.03% of the portfolio, ranked #137.

HighMark Wealth Management first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $106K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • HighMark Wealth Management held 107 shares of Lockheed Martin worth $64.6K as of Q1 2026.
  • HighMark Wealth Management sold 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.03% of HighMark Wealth Management's portfolio in Q1 2026, its #137 holding.
  • HighMark Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Lockheed Martin position peaked at $106K in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.