Landmark Wealth Management (New York)’s Lockheed Martin LMT Stock Holding History

Landmark Wealth Management (New York)’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	$1.03M	Buy	+1,704	New	+$1.05M	0.28%	66
2024 Q1	–	Sell	-560	Closed	-$254K	–	74
2023 Q4	$254K	Hold	560	–	–	0.13%	68
2023 Q3	$229K	Buy	+560	New	+$248K	0.13%	70
2023 Q2	–	Sell	-560	Closed	-$265K	–	56
2023 Q1	$265K	Buy	560 +8	+1%	+$3.75K	0.15%	64
2022 Q4	$269K	Hold	552	–	–	0.19%	56
2022 Q3	$213K	Buy	+552	New	+$230K	0.16%	62
2022 Q2	–	Sell	-1,120	Closed	-$248K	–	121
2022 Q1	$248K	Buy	+1,120	New	+$454K	0.13%	67

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

Landmark Wealth Management (New York)'s LMT Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Lockheed Martin (LMT) in Q1 2026: 1,704 shares worth $1.03M. The stake represents 0.28% of the portfolio and ranks #66 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in LMT as recently as Q4 2023.

Landmark Wealth Management (New York) first reported a position in LMT in Q1 2022 and has held it in 7 quarters since. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Landmark Wealth Management (New York) held 1,704 shares of Lockheed Martin worth $1.03M as of Q1 2026.
Lockheed Martin was a new Landmark Wealth Management (New York) position in Q1 2026.
Lockheed Martin made up 0.28% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #66 holding.
Landmark Wealth Management (New York) first reported a position in Lockheed Martin in Q1 2022 and has held it in 7 quarters since.
2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.