Legacy Capital Wealth Partners’s Lockheed Martin LMT Stock Holding History

Legacy Capital 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	$774K	Sell	1,280 -239	-16%	-$147K	0.16%	136
2025 Q4	$735K	Sell	1,519 -41	-3%	-$19.6K	0.16%	139
2025 Q3	$779K	Buy	1,560 +183	+13%	+$83K	0.17%	125
2025 Q2	$638K	Buy	1,377 +8	+0.6%	+$3.75K	0.15%	153
2025 Q1	$612K	Sell	1,369 -142	-9%	-$65.4K	0.15%	145
2024 Q4	$734K	Sell	1,511 -261	-15%	-$142K	0.18%	115
2024 Q3	$1.04M	Sell	1,772 -104	-6%	-$55.8K	0.21%	102
2024 Q2	$876K	Sell	1,876 -2,095	-53%	-$968K	0.22%	86
2024 Q1	$1.92M	Buy	3,971 +2,494	+169%	+$1.09M	1.36%	27
2023 Q4	$670K	Buy	1,477 +37	+3%	+$16.4K	0.19%	112
2023 Q3	$589K	Buy	+1,440	New	+$639K	0.16%	129
2023 Q2	–	Sell	-1,379	Closed	-$652K	–	147
2023 Q1	$652K	Buy	+1,379	New	+$647K	0.18%	111
2021 Q1	–	Sell	-297	Closed	-$106K	–	95
2020 Q4	$106K	Buy	+297	New	+$109K	0.05%	82

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

Legacy Capital Wealth Partners's LMT Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Lockheed Martin (LMT) stake by 16% in Q1 2026, selling an estimated $147K and leaving 1,280 shares worth $774K. The position accounts for 0.16% of the portfolio, ranked #136.

Legacy Capital Wealth Partners first reported a position in LMT in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.92M in Q1 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Legacy Capital Wealth Partners held 1,280 shares of Lockheed Martin worth $774K as of Q1 2026.
Legacy Capital Wealth Partners sold 239 Lockheed Martin shares in Q1 2026, an estimated $147K.
Lockheed Martin made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #136 holding.
Legacy Capital Wealth Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Lockheed Martin position peaked at $1.92M in Q1 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.