Kiley Juergens Wealth Management’s Lockheed Martin LMT Stock Holding History

Kiley Juergens 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	$1.74M	Buy	+2,879	New	+$1.77M	0.31%	59
2025 Q3	–	Sell	-13,097	Closed	-$6.07M	–	80
2025 Q2	$6.07M	Buy	+13,097	New	+$6.13M	1.4%	15
2018 Q4	–	Sell	-457	Closed	-$158K	–	382
2018 Q3	$158K	Hold	457	–	–	0.12%	117
2018 Q2	$135K	Buy	+457	New	+$147K	0.12%	112
2018 Q1	–	Sell	-442	Closed	-$141K	–	379
2017 Q4	$141K	Buy	+442	New	+$139K	0.13%	100

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiley Juergens Wealth Management's LMT Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 2,879 shares worth $1.74M. The stake represents 0.31% of the portfolio and ranks #59 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in LMT as recently as Q2 2025.

Kiley Juergens Wealth Management first reported a position in LMT in Q4 2017 and has held it in 5 quarters since. The position peaked at $6.07M in Q2 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Kiley Juergens Wealth Management held 2,879 shares of Lockheed Martin worth $1.74M as of Q1 2026.
Lockheed Martin was a new Kiley Juergens Wealth Management position in Q1 2026.
Lockheed Martin made up 0.31% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #59 holding.
Kiley Juergens Wealth Management first reported a position in Lockheed Martin in Q4 2017 and has held it in 5 quarters since.
Kiley Juergens Wealth Management's Lockheed Martin position peaked at $6.07M in Q2 2025.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.