LWL
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Leo Wealth LLC’s Lockheed Martin LMT Stock Holding History

Leo Wealth LLC’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 		$1.9M Buy
3,147
+164
+5% +$101K 0.14% 124
2025
Q4 		$1.44M Buy
2,983
+2,561
+607% +$1.23M 0.1% 152
2025
Q3 		$211K Sell
422
-3,041
-88% -$1.38M 0.03% 271
2025
Q2 		$1.6M Buy
3,463
+1,569
+83% +$734K 0.12% 133
2025
Q1 		$846K Sell
1,894
-391
-17% -$180K 0.12% 140
2024
Q4 		$1.11M Buy
2,285
+1,029
+82% +$561K 0.1% 141
2024
Q3 		$734K Sell
1,256
-2
-0.2% -$1.07K 0.07% 181
2024
Q2 		$587K Buy
1,258
+85
+7% +$39.3K 0.06% 203
2024
Q1 		$532K Sell
1,173
-38
-3% -$16.7K 0.05% 205
2023
Q4 		$532K Buy
+1,211
New +$537K 0.06% 199

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leo Wealth LLC's LMT Position: Q1 2026 in Review

Leo Wealth LLC increased its Lockheed Martin (LMT) stake by 5.5% in Q1 2026, buying an estimated $101K and bringing the position to 3,147 shares worth $1.9M. The position accounts for 0.14% of the portfolio, ranked #124.

Leo Wealth LLC first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,929 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Leo Wealth LLC held 3,147 shares of Lockheed Martin worth $1.9M as of Q1 2026.
  • Leo Wealth LLC bought 164 Lockheed Martin shares in Q1 2026, an estimated $101K.
  • Lockheed Martin made up 0.14% of Leo Wealth LLC's portfolio in Q1 2026, its #124 holding.
  • Leo Wealth LLC first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,929 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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