LeClair Wealth Partners’s Lockheed Martin LMT Stock Holding History

LeClair Wealth Partners’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	-419	Closed	-$203K	–	152
2025 Q4	$203K	Sell	419 -5	-1%	-$2.39K	0.12%	106
2025 Q3	$212K	Buy	+424	New	+$192K	0.13%	96
2025 Q1	–	Sell	-425	Closed	-$207K	–	103
2024 Q4	$207K	Buy	+425	New	+$232K	0.14%	94

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

LeClair Wealth Partners's LMT Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 419 shares — an estimated $203K sold.

LeClair Wealth Partners first reported a position in LMT in Q4 2024 and held it in 3 quarters. The position peaked at $212K in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

LeClair Wealth Partners reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 419 Lockheed Martin shares in Q1 2026, an estimated $203K.
LeClair Wealth Partners first reported a position in Lockheed Martin in Q4 2024 and held it in 3 quarters.
LeClair Wealth Partners's Lockheed Martin position peaked at $212K in Q3 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.