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Jackson Thornton Wealth Management’s Lockheed Martin LMT Stock Holding History

Jackson Thornton 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 		$891K Buy
1,452
+166
+13% +$102K 0.08% 66
2025
Q4 		$671K Buy
1,286
+817
+174% +$391K 0.06% 84
2025
Q3 		$241K Buy
+469
New +$213K 0.02% 232

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

Jackson Thornton Wealth Management's LMT Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Lockheed Martin (LMT) stake by 13% in Q1 2026, buying an estimated $102K and bringing the position to 1,452 shares worth $891K. The position accounts for 0.08% of the portfolio, ranked #66.

Jackson Thornton Wealth Management first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,452 shares of Lockheed Martin worth $891K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 166 Lockheed Martin shares in Q1 2026, an estimated $102K.
  • Lockheed Martin made up 0.08% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Jackson Thornton Wealth Management first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.