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Journey Strategic Wealth’s Lockheed Martin LMT Stock Holding History

Journey Strategic 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 		$1.3M Buy
2,154
+504
+31% +$310K 0.03% 151
2025
Q4 		$798K Sell
1,650
-397
-19% -$190K 0.02% 216
2025
Q3 		$1.02M Sell
2,047
-220
-10% -$99.8K 0.03% 164
2025
Q2 		$1.05M Buy
2,267
+1,214
+115% +$568K 0.03% 160
2025
Q1 		$470K Sell
1,053
-2
-0.2% -$921 0.02% 235
2024
Q4 		$513K Sell
1,055
-78
-7% -$42.5K 0.02% 211
2024
Q3 		$662K Buy
1,133
+113
+11% +$60.7K 0.02% 179
2024
Q2 		$476K Buy
1,020
+369
+57% +$171K 0.02% 168
2024
Q1 		$296K Hold
651
– – 0.01% 190
2023
Q4 		$295K Sell
651
-34
-5% -$15.1K 0.01% 139
2023
Q3 		$280K Sell
685
-34
-5% -$15.1K 0.01% 125
2023
Q2 		$331K Sell
719
-148
-17% -$68.7K 0.02% 113
2023
Q1 		$410K Sell
867
-239
-22% -$112K 0.04% 124
2022
Q4 		$538K Buy
1,106
+166
+18% +$77.1K 0.06% 91
2022
Q3 		$364K Buy
940
+266
+39% +$111K 0.05% 88
2022
Q2 		$290K Sell
674
-212
-24% -$93.1K 0.04% 83
2022
Q1 		$391K Buy
886
+104
+13% +$42.2K 0.04% 75
2021
Q4 		$278K Buy
+782
New +$270K 0.03% 131

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

Journey Strategic Wealth's LMT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Lockheed Martin (LMT) stake by 31% in Q1 2026, buying an estimated $310K and bringing the position to 2,154 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #151.

Journey Strategic Wealth first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Journey Strategic Wealth held 2,154 shares of Lockheed Martin worth $1.3M as of Q1 2026.
  • Journey Strategic Wealth bought 504 Lockheed Martin shares in Q1 2026, an estimated $310K.
  • Lockheed Martin made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #151 holding.
  • Journey Strategic Wealth first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.