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IMG Wealth Management’s Lockheed Martin LMT Stock Holding History

IMG 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 		$115K Sell
190
-9
-5% -$5.54K 0.07% 135
2025
Q4 		$96.3K Buy
199
+14
+8% +$6.7K 0.06% 135
2025
Q3 		$92.4K Sell
185
-5
-3% -$2.27K 0.06% 128
2025
Q2 		$88K Buy
190
+15
+9% +$7.02K 0.07% 127
2025
Q1 		$78.2K Buy
175
+5
+3% +$2.3K 0.07% 119
2024
Q4 		$82.6K Buy
+170
New +$92.7K 0.08% 112

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

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

IMG Wealth Management reduced its Lockheed Martin (LMT) stake by 4.5% in Q1 2026, selling an estimated $5.54K and leaving 190 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #135.

IMG Wealth Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • IMG Wealth Management held 190 shares of Lockheed Martin worth $115K as of Q1 2026.
  • IMG Wealth Management sold 9 Lockheed Martin shares in Q1 2026, an estimated $5.54K.
  • Lockheed Martin made up 0.07% of IMG Wealth Management's portfolio in Q1 2026, its #135 holding.
  • IMG Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.