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Jeppson Wealth Management’s Lockheed Martin LMT Stock Holding History

Jeppson 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 		$11.9M Sell
19,643
-1,216
-6% -$749K 3.72% 4
2025
Q4 		$10.1M Sell
20,859
-717
-3% -$343K 3.19% 4
2025
Q3 		$10.8M Sell
21,576
-215
-1% -$97.5K 3.44% 4
2025
Q2 		$10.1M Sell
21,791
-323
-1% -$151K 3.49% 4
2025
Q1 		$9.88M Buy
22,114
+494
+2% +$227K 3.62% 3
2024
Q4 		$10.5M Buy
21,620
+103
+0.5% +$56.1K 3.81% 4
2024
Q3 		$12.6M Sell
21,517
-430
-2% -$231K 4.51% 3
2024
Q2 		$10.3M Buy
21,947
+23
+0.1% +$10.6K 3.91% 4
2024
Q1 		$9.97M Buy
21,924
+173
+0.8% +$75.8K 3.87% 3
2023
Q4 		$9.86M Sell
21,751
-81
-0.4% -$35.9K 4.08% 3
2023
Q3 		$8.93M Buy
21,832
+227
+1% +$101K 4.09% 3
2023
Q2 		$9.95M Sell
21,605
-198
-0.9% -$91.9K 4.33% 3
2023
Q1 		$10.3M Buy
21,803
+152
+0.7% +$71.3K 4.49% 3
2022
Q4 		$10.5M Sell
21,651
-556
-3% -$258K 4.43% 4
2022
Q3 		$8.58M Buy
22,207
+415
+2% +$173K 3.89% 4
2022
Q2 		$9.37M Buy
21,792
+5,961
+38% +$2.62M 4.03% 4
2022
Q1 		$6.99M Sell
15,831
-1,421
-8% -$576K 3.26% 4
2021
Q4 		$6.13M Sell
17,252
-437
-2% -$151K 2.96% 4
2021
Q3 		$6.1M Buy
17,689
+650
+4% +$235K 3.18% 3
2021
Q2 		$6.45M Sell
17,039
-18
-0.1% -$6.92K 3.51% 3
2021
Q1 		$6.3M Buy
17,057
+1,622
+11% +$556K 3.75% 3
2020
Q4 		$5.48M Buy
15,435
+1,979
+15% +$727K 3.64% 4
2020
Q3 		$5.16M Buy
+13,456
New +$5.14M 4.04% 3

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

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

Jeppson Wealth Management reduced its Lockheed Martin (LMT) stake by 5.8% in Q1 2026, selling an estimated $749K and leaving 19,643 shares worth $11.9M. The position accounts for 3.72% of the portfolio, ranked #4.

Jeppson Wealth Management first reported a position in LMT in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.6M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Jeppson Wealth Management held 19,643 shares of Lockheed Martin worth $11.9M as of Q1 2026.
  • Jeppson Wealth Management sold 1,216 Lockheed Martin shares in Q1 2026, an estimated $749K.
  • Lockheed Martin made up 3.72% of Jeppson Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Jeppson Wealth Management first reported a position in Lockheed Martin in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Lockheed Martin position peaked at $12.6M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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