Impact Partnership Wealth’s Lockheed Martin LMT Stock Holding History

Impact Partnership 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	$788K	Sell	1,305 -600	-31%	-$370K	0.1%	141
2025 Q4	$921K	Buy	+1,905	New	+$912K	0.12%	117
2025 Q3	–	Sell	-1,561	Closed	-$723K	–	352
2025 Q2	$723K	Sell	1,561 -1,747	-53%	-$818K	0.13%	82
2025 Q1	$1.48M	Buy	3,308 +2,098	+173%	+$966K	0.32%	29
2024 Q4	$588K	Buy	1,210 +574	+90%	+$313K	0.12%	105
2024 Q3	$372K	Sell	636 -1,177	-65%	-$632K	0.08%	144
2024 Q2	$847K	Buy	1,813 +1,058	+140%	+$489K	0.22%	56
2024 Q1	$344K	Buy	755 +727	+2,596%	+$319K	0.14%	111
2023 Q4	$12.7K	Sell	28 -803	-97%	-$356K	﹤0.01%	469
2023 Q3	$340K	Buy	831 +790	+1,927%	+$350K	0.11%	111
2023 Q2	$18.9K	Buy	+41	New	+$19K	0.01%	349

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

Impact Partnership Wealth's LMT Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Lockheed Martin (LMT) stake by 31% in Q1 2026, selling an estimated $370K and leaving 1,305 shares worth $788K. The position accounts for 0.1% of the portfolio, ranked #141.

Impact Partnership Wealth first reported a position in LMT in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Impact Partnership Wealth held 1,305 shares of Lockheed Martin worth $788K as of Q1 2026.
Impact Partnership Wealth sold 600 Lockheed Martin shares in Q1 2026, an estimated $370K.
Lockheed Martin made up 0.1% of Impact Partnership Wealth's portfolio in Q1 2026, its #141 holding.
Impact Partnership Wealth first reported a position in Lockheed Martin in Q2 2023 and has held it in 11 quarters since.
Impact Partnership Wealth's Lockheed Martin position peaked at $1.48M in Q1 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.