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JPL Wealth Management’s Lockheed Martin LMT Stock Holding History

JPL 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 		$207K Buy
+342
New +$211K 0.05% 118
2025
Q4 		– Sell
-378
Closed -$189K – 673
2025
Q3 		$189K Buy
+378
New +$172K 0.04% 125

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

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

JPL Wealth Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 342 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #118 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in LMT as recently as Q3 2025.

JPL Wealth Management first reported a position in LMT in Q3 2025 and has held it in 2 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • JPL Wealth Management held 342 shares of Lockheed Martin worth $207K as of Q1 2026.
  • Lockheed Martin was a new JPL Wealth Management position in Q1 2026.
  • Lockheed Martin made up 0.05% of JPL Wealth Management's portfolio in Q1 2026, its #118 holding.
  • JPL Wealth Management first reported a position in Lockheed Martin in Q3 2025 and has held it in 2 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.