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Kingsview Wealth Management’s Lockheed Martin LMT Stock Holding History

Kingsview 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
2020
Q1 		– Sell
-200
Closed -$1K – 552
2019
Q4 		$1K Buy
+200
New +$76.7K ﹤0.01% 485
2018
Q3 		– Sell
-4,100
Closed -$1K – 435
2018
Q2 		$1K Buy
+4,100
New +$1.32M ﹤0.01% 370

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

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

Kingsview Wealth Management increased its Lockheed Martin (LMT) stake by 1.3% in Q1 2026, buying an estimated $140K and bringing the position to 17,810 shares worth $10.8M. The position accounts for 0.15% of the portfolio, ranked #126.

Kingsview Wealth Management first reported a position in LMT in Q3 2017 and has held it in 35 quarters since. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Kingsview Wealth Management held 17,810 shares of Lockheed Martin worth $10.8M as of Q1 2026.
  • Kingsview Wealth Management bought 228 Lockheed Martin shares in Q1 2026, an estimated $140K.
  • Lockheed Martin made up 0.15% of Kingsview Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Kingsview Wealth Management first reported a position in Lockheed Martin in Q3 2017 and has held it in 35 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.