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Keebeck Wealth Management’s Lockheed Martin LMT Stock Holding History

Keebeck 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 		$699K Sell
1,156
-18
-2% -$11.1K 0.08% 190
2025
Q4 		$568K Sell
1,174
-7
-0.6% -$3.35K 0.07% 201
2025
Q3 		$590K Sell
1,181
-14
-1% -$6.35K 0.07% 192
2025
Q2 		$553K Sell
1,195
-102
-8% -$47.7K 0.07% 186
2025
Q1 		$579K Buy
1,297
+89
+7% +$41K 0.09% 159
2024
Q4 		$587K Buy
1,208
+45
+4% +$24.5K 0.08% 155
2024
Q3 		$680K Buy
1,163
+2
+0.2% +$1.07K 0.1% 148
2024
Q2 		$542K Hold
1,161
– – 0.08% 168
2024
Q1 		$528K Sell
1,161
-7
-0.6% -$3.07K 0.08% 181
2023
Q4 		$529K Buy
1,168
+18
+2% +$7.97K 0.09% 170
2023
Q3 		$470K Sell
1,150
-10
-0.9% -$4.44K 0.08% 182
2023
Q2 		$534K Buy
1,160
+20
+2% +$9.28K 0.07% 174
2023
Q1 		$539K Buy
1,140
+24
+2% +$11.3K 0.09% 155
2022
Q4 		$543K Sell
1,116
-60
-5% -$27.9K 0.1% 147
2022
Q3 		$454K Hold
1,176
– – 0.09% 159
2022
Q2 		$506K Buy
1,176
+45
+4% +$19.8K 0.1% 154
2022
Q1 		$499K Hold
1,131
– – 0.08% 162
2021
Q4 		$402K Hold
1,131
– – 0.07% 164
2021
Q3 		$390K Sell
1,131
-2,269
-67% -$821K 0.08% 156
2021
Q2 		$1.29M Sell
3,400
-3,171
-48% -$1.22M 0.19% 98
2021
Q1 		$2.43M Buy
6,571
+38
+0.6% +$13K 0.38% 55
2020
Q4 		$2.32M Buy
6,533
+257
+4% +$94.5K 0.4% 49
2020
Q3 		$2.4M Buy
6,276
+229
+4% +$87.4K 0.5% 43
2020
Q2 		$2.21M Buy
6,047
+898
+17% +$339K 0.7% 32
2020
Q1 		$1.74M Buy
5,149
+4,076
+380% +$1.6M 0.73% 29
2019
Q4 		$417K Buy
+1,073
New +$412K 0.13% 107

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

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

Keebeck Wealth Management reduced its Lockheed Martin (LMT) stake by 1.5% in Q1 2026, selling an estimated $11.1K and leaving 1,156 shares worth $699K. The position accounts for 0.08% of the portfolio, ranked #190.

Keebeck Wealth Management first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.43M in Q1 2021. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Keebeck Wealth Management held 1,156 shares of Lockheed Martin worth $699K as of Q1 2026.
  • Keebeck Wealth Management sold 18 Lockheed Martin shares in Q1 2026, an estimated $11.1K.
  • Lockheed Martin made up 0.08% of Keebeck Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Keebeck Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Lockheed Martin position peaked at $2.43M in Q1 2021.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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