Inlet Private Wealth’s Lockheed Martin LMT Stock Holding History

Inlet Private 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	$1.33M	Hold	2,206	–	–	0.34%	75
2025 Q4	$1.07M	Sell	2,206 -568	-20%	-$272K	0.25%	77
2025 Q3	$1.38M	Hold	2,774	–	–	0.31%	74
2025 Q2	$1.28M	Hold	2,774	–	–	0.32%	78
2025 Q1	$1.24M	Hold	2,774	–	–	0.32%	75
2024 Q4	$1.35M	Sell	2,774 -120	-4%	-$65.4K	0.36%	74
2024 Q3	$1.69M	Hold	2,894	–	–	0.43%	71
2024 Q2	$1.35M	Buy	2,894 +30	+1%	+$13.9K	0.37%	71
2024 Q1	$1.3M	Hold	2,864	–	–	0.36%	72
2023 Q4	$1.3M	Sell	2,864 -180	-6%	-$79.7K	0.4%	69
2023 Q3	$1.24M	Sell	3,044 -150	-5%	-$66.5K	0.41%	68
2023 Q2	$1.47M	Hold	3,194	–	–	0.37%	69
2023 Q1	$1.51M	Hold	3,194	–	–	0.39%	67
2022 Q4	$1.55M	Hold	3,194	–	–	0.4%	66
2022 Q3	$1.23M	Hold	3,194	–	–	0.37%	71
2022 Q2	$1.37M	Hold	3,194	–	–	0.39%	68
2022 Q1	$1.41M	Buy	3,194 +194	+6%	+$78.6K	0.35%	70
2021 Q4	$1.07M	Buy	+3,000	New	+$1.04M	0.26%	79
2021 Q3	–	Sell	-575	Closed	-$218K	–	134
2021 Q2	$218K	Hold	575	–	–	0.06%	128
2021 Q1	$212K	Hold	575	–	–	0.06%	124
2020 Q4	$204K	Hold	575	–	–	0.07%	124
2020 Q3	$220K	Sell	575 -161	-22%	-$61.4K	0.09%	120
2020 Q2	$269K	Hold	736	–	–	0.11%	112
2020 Q1	$249K	Hold	736	–	–	0.12%	114
2019 Q4	$287K	Sell	736 -13	-2%	-$4.99K	0.1%	127
2019 Q3	$292K	Hold	749	–	–	0.11%	119
2019 Q2	$277K	Buy	+749	New	+$251K	0.1%	119

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

Inlet Private Wealth's LMT Position: Q1 2026 in Review

Inlet Private Wealth held its Lockheed Martin (LMT) position steady in Q1 2026 at 2,206 shares worth $1.33M. The position accounts for 0.34% of the portfolio, ranked #75.

Inlet Private Wealth first reported a position in LMT in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.69M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Inlet Private Wealth held 2,206 shares of Lockheed Martin worth $1.33M as of Q1 2026.
Inlet Private Wealth left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.34% of Inlet Private Wealth's portfolio in Q1 2026, its #75 holding.
Inlet Private Wealth first reported a position in Lockheed Martin in Q2 2019 and has held it in 27 quarters since.
Inlet Private Wealth's Lockheed Martin position peaked at $1.69M in Q3 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.