IAG Wealth Partners’s Lockheed Martin LMT Stock Holding History

IAG Wealth Partners’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	$29.6K	Buy	49 +48	+4,800%	+$29.6K	﹤0.01%	259
2025 Q4	$484	Hold	1	–	–	﹤0.01%	480
2025 Q3	$499	Buy	+1	New	+$454	﹤0.01%	497
2025 Q1	–	Sell	-112	Closed	-$54.4K	–	519
2024 Q4	$54.4K	Buy	112 +8	+8%	+$4.36K	0.01%	184
2024 Q3	$60.8K	Hold	104	–	–	0.01%	169
2024 Q2	$48.6K	Buy	+104	New	+$48.1K	0.01%	179
2023 Q2	–	Sell	-69	Closed	-$32.6K	–	474
2023 Q1	$32.6K	Sell	69 -36	-34%	-$16.9K	0.01%	176
2022 Q4	$51K	Buy	105 +1	+1%	+$465	0.02%	141
2022 Q3	$40K	Hold	104	–	–	0.01%	141
2022 Q2	$45K	Buy	104 +1	+1%	+$439	0.01%	137
2022 Q1	$45K	Buy	103 +1	+1%	+$405	0.01%	148
2021 Q4	$36K	Hold	102	–	–	0.01%	169
2021 Q3	$36K	Buy	102 +1	+1%	+$362	0.01%	149
2021 Q2	$39K	Buy	101 +1	+1%	+$384	0.01%	142
2021 Q1	$37K	Buy	+100	New	+$34.3K	0.01%	135
2020 Q3	–	Sell	-8	Closed	-$3K	–	404
2020 Q2	$3K	Hold	8	–	–	﹤0.01%	315
2020 Q1	$3K	Hold	8	–	–	﹤0.01%	306
2019 Q4	$4K	Buy	+8	New	+$3.07K	﹤0.01%	323

Other funds holding LMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IAG Wealth Partners's LMT Position: Q1 2026 in Review

IAG Wealth Partners increased its Lockheed Martin (LMT) stake by 4,800% in Q1 2026, buying an estimated $29.6K and bringing the position to 49 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

IAG Wealth Partners first reported a position in LMT in Q4 2019 and has held it in 18 quarters since. The position peaked at $60.8K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

IAG Wealth Partners held 49 shares of Lockheed Martin worth $29.6K as of Q1 2026.
IAG Wealth Partners bought 48 Lockheed Martin shares in Q1 2026, an estimated $29.6K.
Lockheed Martin made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #259 holding.
IAG Wealth Partners first reported a position in Lockheed Martin in Q4 2019 and has held it in 18 quarters since.
IAG Wealth Partners's Lockheed Martin position peaked at $60.8K in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.