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Lionshead Wealth Management’s Lockheed Martin LMT Stock Holding History

Lionshead 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 		$258K Buy
427
+4
+0.9% +$2.46K 0.19% 89
2025
Q4 		$205K Sell
423
-3
-0.7% -$1.44K 0.15% 102
2025
Q3 		$213K Buy
+426
New +$193K 0.17% 100
2025
Q1 		– Sell
-416
Closed -$202K – 104
2024
Q4 		$202K Buy
+416
New +$227K 0.15% 111

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

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

Lionshead Wealth Management increased its Lockheed Martin (LMT) stake by 0.95% in Q1 2026, buying an estimated $2.46K and bringing the position to 427 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #89.

Lionshead Wealth Management first reported a position in LMT in Q4 2024 and has held it in 4 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Lionshead Wealth Management held 427 shares of Lockheed Martin worth $258K as of Q1 2026.
  • Lionshead Wealth Management bought 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
  • Lockheed Martin made up 0.19% of Lionshead Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Lionshead Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 4 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.