KWS
LMT icon

Keystone Wealth Services’s Lockheed Martin LMT Stock Holding History

Keystone Wealth Services’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 		$543K Buy
898
+4
+0.4% +$2.46K 0.12% 183
2025
Q4 		$432K Buy
894
+16
+2% +$7.66K 0.09% 162
2025
Q3 		$438K Sell
878
-58
-6% -$26.3K 0.1% 198
2025
Q2 		$434K Sell
936
-69
-7% -$32.3K 0.1% 188
2025
Q1 		$449K Sell
1,005
-191
-16% -$87.9K 0.12% 160
2024
Q4 		$581K Buy
1,196
+302
+34% +$165K 0.15% 131
2024
Q3 		$523K Buy
+894
New +$480K 0.14% 139

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

Keystone Wealth Services's LMT Position: Q1 2026 in Review

Keystone Wealth Services increased its Lockheed Martin (LMT) stake by 0.45% in Q1 2026, buying an estimated $2.46K and bringing the position to 898 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #183.

Keystone Wealth Services first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $581K in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Keystone Wealth Services held 898 shares of Lockheed Martin worth $543K as of Q1 2026.
  • Keystone Wealth Services bought 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
  • Lockheed Martin made up 0.12% of Keystone Wealth Services's portfolio in Q1 2026, its #183 holding.
  • Keystone Wealth Services first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • Keystone Wealth Services's Lockheed Martin position peaked at $581K in Q4 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.