HW
LMT icon

HORAN Wealth’s Lockheed Martin LMT Stock Holding History

HORAN 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 		$2.53M Buy
5,216
+2,608
+100% +$1.61M 0.24% 62
2025
Q4 		$1.26M Sell
2,608
-15
-0.6% -$7.18K 0.19% 73
2025
Q3 		$1.31M Buy
+2,623
New +$1.19M 0.21% 74

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

HORAN Wealth's LMT Position: Q1 2026 in Review

HORAN Wealth increased its Lockheed Martin (LMT) stake by 100% in Q1 2026, buying an estimated $1.61M and bringing the position to 5,216 shares worth $2.53M. The position accounts for 0.24% of the portfolio, ranked #62.

HORAN Wealth first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • HORAN Wealth held 5,216 shares of Lockheed Martin worth $2.53M as of Q1 2026.
  • HORAN Wealth bought 2,608 Lockheed Martin shares in Q1 2026, an estimated $1.61M.
  • Lockheed Martin made up 0.24% of HORAN Wealth's portfolio in Q1 2026, its #62 holding.
  • HORAN Wealth first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.