KW Wealth Management’s Lockheed Martin LMT Stock Holding History

KW 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	–	Sell	-1,057	Closed	-$512K	–	34
2025 Q4	$512K	Buy	1,057 +269	+34%	+$129K	0.78%	36
2025 Q3	$394K	Buy	+788	New	+$358K	0.67%	40

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

KW Wealth Management sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 1,057 shares — an estimated $512K sold.

KW Wealth Management first reported a position in LMT in Q3 2025 and held it in 2 quarters. The position peaked at $512K in Q4 2025. 2,924 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

KW Wealth Management reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 1,057 Lockheed Martin shares in Q1 2026, an estimated $512K.
KW Wealth Management first reported a position in Lockheed Martin in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Lockheed Martin position peaked at $512K in Q4 2025.
2,924 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.