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Institute for Wealth Management’s Lockheed Martin LMT Stock Holding History

Institute for 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 		$1.49M Sell
2,460
-12
-0.5% -$7.39K 0.16% 144
2025
Q4 		$1.2M Sell
2,472
-55
-2% -$26.3K 0.13% 166
2025
Q3 		$1.26M Sell
2,527
-28
-1% -$12.7K 0.13% 160
2025
Q2 		$1.18M Sell
2,555
-23
-0.9% -$10.8K 0.13% 164
2025
Q1 		$1.15M Hold
2,578
– – 0.15% 159
2024
Q4 		$1.25M Buy
2,578
+11
+0.4% +$6K 0.16% 135
2024
Q3 		$1.5M Sell
2,567
-34
-1% -$18.3K 0.19% 120
2024
Q2 		$1.22M Sell
2,601
-20
-0.8% -$9.24K 0.16% 135
2024
Q1 		$1.19M Sell
2,621
-71
-3% -$31.1K 0.15% 142
2023
Q4 		$1.22M Sell
2,692
-124
-4% -$54.9K 0.2% 131
2023
Q3 		$1.15M Hold
2,816
– – 0.21% 122
2023
Q2 		$1.3M Sell
2,816
-96
-3% -$44.6K 0.22% 115
2023
Q1 		$1.38M Sell
2,912
-15
-0.5% -$7.03K 0.26% 100
2022
Q4 		$1.42M Buy
2,927
+66
+2% +$30.7K 0.3% 91
2022
Q3 		$1.1M Buy
2,861
+74
+3% +$30.9K 0.25% 107
2022
Q2 		$1.2M Buy
2,787
+147
+6% +$64.5K 0.24% 114
2022
Q1 		$1.17M Buy
2,640
+128
+5% +$51.9K 0.19% 131
2021
Q4 		$893K Buy
2,512
+85
+4% +$29.4K 0.15% 177
2021
Q3 		$838K Buy
2,427
+147
+6% +$53.2K 0.15% 178
2021
Q2 		$863K Buy
2,280
+36
+2% +$13.8K 0.15% 178
2021
Q1 		$829K Buy
2,244
+239
+12% +$82K 0.16% 174
2020
Q4 		$712K Buy
2,005
+249
+14% +$91.5K 0.14% 186
2020
Q3 		$673K Sell
1,756
-50
-3% -$19.1K 0.15% 167
2020
Q2 		$659K Sell
1,806
-9
-0.5% -$3.4K 0.16% 177
2020
Q1 		$615K Buy
1,815
+2
+0.1% +$787 0.19% 149
2019
Q4 		$706K Buy
1,813
+10
+0.6% +$3.84K 0.16% 191
2019
Q3 		$703K Sell
1,803
-1,496
-45% -$563K 0.18% 169
2019
Q2 		$1.2M Sell
3,299
-441
-12% -$148K 0.27% 110
2019
Q1 		$1.12M Buy
+3,740
New +$1.1M 0.24% 113
2017
Q3 		– Sell
-3,729
Closed -$1.04M – 325
2017
Q2 		$1.04M Buy
+3,729
New +$1.02M 0.29% 106

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

Institute for Wealth Management's LMT Position: Q1 2026 in Review

Institute for Wealth Management reduced its Lockheed Martin (LMT) stake by 0.49% in Q1 2026, selling an estimated $7.39K and leaving 2,460 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #144.

Institute for Wealth Management first reported a position in LMT in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.5M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Institute for Wealth Management held 2,460 shares of Lockheed Martin worth $1.49M as of Q1 2026.
  • Institute for Wealth Management sold 12 Lockheed Martin shares in Q1 2026, an estimated $7.39K.
  • Lockheed Martin made up 0.16% of Institute for Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Institute for Wealth Management first reported a position in Lockheed Martin in Q2 2017 and has held it in 30 quarters since.
  • Institute for Wealth Management's Lockheed Martin position peaked at $1.5M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.