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Lake Street Private Wealth’s Lockheed Martin LMT Stock Holding History

Lake Street Private 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 		$244K Sell
403
-770
-66% -$474K 0.03% 228
2025
Q4 		$567K Sell
1,173
-9
-0.8% -$4.31K 0.07% 163
2025
Q3 		$590K Buy
1,182
+4
+0.3% +$1.81K 0.08% 150
2025
Q2 		$546K Buy
1,178
+629
+115% +$294K 0.08% 146
2025
Q1 		$245K Buy
549
+92
+20% +$42.3K 0.04% 216
2024
Q4 		$222K Sell
457
-36
-7% -$19.6K 0.04% 227
2024
Q3 		$288K Sell
493
-1,483
-75% -$796K 0.05% 212
2024
Q2 		$923K Buy
1,976
+70
+4% +$32.4K 0.12% 151
2024
Q1 		$867K Sell
1,906
-135
-7% -$59.2K 0.12% 156
2023
Q4 		$925K Sell
2,041
-760
-27% -$337K 0.15% 138
2023
Q3 		$1.15M Buy
2,801
+123
+5% +$54.6K 0.21% 114
2023
Q2 		$1.23M Buy
2,678
+1,143
+74% +$531K 0.22% 112
2023
Q1 		$726K Buy
1,535
+113
+8% +$53K 0.14% 150
2022
Q4 		$692K Buy
1,422
+141
+11% +$65.5K 0.14% 151
2022
Q3 		$495K Buy
1,281
+32
+3% +$13.4K 0.11% 165
2022
Q2 		$537K Buy
1,249
+195
+19% +$85.6K 0.11% 159
2022
Q1 		$465K Buy
1,054
+470
+80% +$191K 0.08% 191
2021
Q4 		$208K Buy
+584
New +$202K 0.04% 310
2021
Q1 		– Sell
-1,222
Closed -$434K – 206
2020
Q4 		$434K Buy
1,222
+40
+3% +$14.7K 0.13% 140
2020
Q3 		$453K Sell
1,182
-78
-6% -$29.8K 0.15% 115
2020
Q2 		$459K Sell
1,260
-109
-8% -$41.2K 0.17% 107
2020
Q1 		$464K Sell
1,369
-116
-8% -$45.6K 0.21% 92
2019
Q4 		$578K Sell
1,485
-58
-4% -$22.3K 0.22% 104
2019
Q3 		$602K Buy
1,543
+162
+12% +$60.9K 0.27% 88
2019
Q2 		$502K Buy
+1,381
New +$462K 0.3% 76

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

Lake Street Private Wealth's LMT Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Lockheed Martin (LMT) stake by 66% in Q1 2026, selling an estimated $474K and leaving 403 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #228.

Lake Street Private Wealth first reported a position in LMT in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.23M in Q2 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Lake Street Private Wealth held 403 shares of Lockheed Martin worth $244K as of Q1 2026.
  • Lake Street Private Wealth sold 770 Lockheed Martin shares in Q1 2026, an estimated $474K.
  • Lockheed Martin made up 0.03% of Lake Street Private Wealth's portfolio in Q1 2026, its #228 holding.
  • Lake Street Private Wealth first reported a position in Lockheed Martin in Q2 2019 and has held it in 25 quarters since.
  • Lake Street Private Wealth's Lockheed Martin position peaked at $1.23M in Q2 2023.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.