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Liberty Wealth Management’s Lockheed Martin LMT Stock Holding History

Liberty Wealth Management’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 		$935K Sell
1,547
-17
-1% -$10.5K 0.12% 102
2025
Q4 		$757K Buy
1,564
+9
+0.6% +$4.31K 0.1% 105
2025
Q3 		$776K Sell
1,555
-12
-0.8% -$5.45K 0.11% 97
2025
Q2 		$726K Buy
1,567
+19
+1% +$8.89K 0.11% 97
2025
Q1 		$691K Buy
1,548
+20
+1% +$9.21K 0.13% 77
2024
Q4 		$742K Sell
1,528
-32
-2% -$17.4K 0.12% 91
2024
Q3 		$912K Sell
1,560
-11,653
-88% -$6.26M 0.16% 82
2024
Q2 		$729K Buy
13,213
+11,713
+781% +$5.41M 0.13% 88
2024
Q1 		$682K Sell
1,500
-35
-2% -$15.3K 0.13% 89
2023
Q4 		$696K Buy
1,535
+64
+4% +$28.4K 0.15% 76
2023
Q3 		$601K Buy
1,471
+7
+0.5% +$3.1K 0.15% 82
2023
Q2 		$674K Sell
1,464
-10
-0.7% -$4.64K 0.17% 71
2023
Q1 		$697K Buy
+1,474
New +$691K 0.14% 89
2022
Q3 		$1.51M Buy
+3,919
New +$1.64M 0.4% 42
2021
Q4 		– Sell
-359
Closed -$123K – 698
2021
Q3 		$123K Buy
359
+181
+102% +$65.5K 0.04% 248
2021
Q2 		$67K Sell
178
-19
-10% -$7.3K 0.03% 270
2021
Q1 		$64K Hold
197
– – 0.03% 241
2020
Q4 		$64K Sell
197
-123
-38% -$45.2K 0.03% 239
2020
Q3 		$123K Sell
320
-19
-6% -$7.25K 0.07% 143
2020
Q2 		$124K Buy
339
+85
+33% +$32.1K 0.09% 124
2020
Q1 		$86K Buy
254
+6
+2% +$2.36K 0.08% 155
2019
Q4 		$96K Sell
248
-107
-30% -$41.1K 0.08% 164
2019
Q3 		$139K Sell
355
-85
-19% -$32K 0.13% 118
2019
Q2 		$160K Buy
440
+396
+900% +$132K 0.14% 122
2019
Q1 		$13K Sell
44
-113
-72% -$33.1K 0.01% 395
2018
Q4 		$41K Buy
+157
New +$47.6K 0.03% 211

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

Liberty Wealth Management's LMT Position: Q1 2026 in Review

Liberty Wealth Management reduced its Lockheed Martin (LMT) stake by 1.1% in Q1 2026, selling an estimated $10.5K and leaving 1,547 shares worth $935K. The position accounts for 0.12% of the portfolio, ranked #102.

Liberty Wealth Management first reported a position in LMT in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.51M in Q3 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Liberty Wealth Management held 1,547 shares of Lockheed Martin worth $935K as of Q1 2026.
  • Liberty Wealth Management sold 17 Lockheed Martin shares in Q1 2026, an estimated $10.5K.
  • Lockheed Martin made up 0.12% of Liberty Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Liberty Wealth Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 26 quarters since.
  • Liberty Wealth Management's Lockheed Martin position peaked at $1.51M in Q3 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.