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Keyvantage Wealth’s Lockheed Martin LMT Stock Holding History

Keyvantage 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 		$591K Buy
977
+4
+0.4% +$2.46K 0.26% 57
2025
Q4 		$470K Sell
973
-14
-1% -$6.7K 0.2% 64
2025
Q3 		$493K Sell
987
-67
-6% -$30.4K 0.21% 62
2025
Q2 		$488K Sell
1,054
-68
-6% -$31.8K 0.22% 59
2025
Q1 		$501K Sell
1,122
-204
-15% -$93.9K 0.24% 54
2024
Q4 		$644K Buy
+1,326
New +$723K 0.46% 38

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

Keyvantage Wealth's LMT Position: Q1 2026 in Review

Keyvantage Wealth increased its Lockheed Martin (LMT) stake by 0.41% in Q1 2026, buying an estimated $2.46K and bringing the position to 977 shares worth $591K. The position accounts for 0.26% of the portfolio, ranked #57.

Keyvantage Wealth first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $644K in Q4 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Keyvantage Wealth held 977 shares of Lockheed Martin worth $591K as of Q1 2026.
  • Keyvantage Wealth bought 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
  • Lockheed Martin made up 0.26% of Keyvantage Wealth's portfolio in Q1 2026, its #57 holding.
  • Keyvantage Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Lockheed Martin position peaked at $644K in Q4 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.