LWM
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Lyell Wealth Management’s Lockheed Martin LMT Stock Holding History

Lyell 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 		$726K Sell
1,202
-49
-4% -$30.2K 0.05% 129
2025
Q4 		$605K Buy
1,251
+8
+0.6% +$3.83K 0.04% 136
2025
Q3 		$621K Sell
1,243
-295
-19% -$134K 0.05% 141
2025
Q2 		$712K Sell
1,538
-1,223
-44% -$572K 0.06% 135
2025
Q1 		$1.23M Sell
2,761
-5,021
-65% -$2.31M 0.12% 107
2024
Q4 		$3.78M Sell
7,782
-1,797
-19% -$980K 0.34% 74
2024
Q3 		$5.6M Sell
9,579
-482
-5% -$259K 0.51% 61
2024
Q2 		$4.7M Sell
10,061
-2,791
-22% -$1.29M 0.45% 67
2024
Q1 		$5.85M Sell
12,852
-687
-5% -$301K 0.59% 60
2023
Q4 		$6.14M Sell
13,539
-946
-7% -$419K 0.7% 50
2023
Q3 		$5.92M Sell
14,485
-559
-4% -$248K 0.8% 46
2023
Q2 		$6.93M Buy
15,044
+506
+3% +$235K 0.89% 42
2023
Q1 		$6.87M Buy
14,538
+1,115
+8% +$523K 0.96% 39
2022
Q4 		$6.53M Buy
13,423
+1,647
+14% +$765K 1.03% 37
2022
Q3 		$4.55M Buy
11,776
+559
+5% +$233K 0.77% 48
2022
Q2 		$4.82M Buy
11,217
+1,118
+11% +$491K 0.79% 47
2022
Q1 		$4.46M Buy
10,099
+9,176
+994% +$3.72M 0.57% 67
2021
Q4 		$328K Sell
923
-47
-5% -$16.3K 0.04% 161
2021
Q3 		$335K Hold
970
– – 0.04% 151
2021
Q2 		$367K Buy
970
+47
+5% +$18.1K 0.05% 150
2021
Q1 		$341K Sell
923
-624
-40% -$214K 0.05% 145
2020
Q4 		$549K Sell
1,547
-2,580
-63% -$948K 0.09% 106
2020
Q3 		$1.58M Sell
4,127
-557
-12% -$213K 0.3% 71
2020
Q2 		$1.71M Sell
4,684
-64
-1% -$24.2K 0.37% 64
2020
Q1 		$1.61M Buy
4,748
+21
+0.4% +$8.26K 0.48% 61
2019
Q4 		$1.84M Sell
4,727
-70
-1% -$26.9K 0.49% 61
2019
Q3 		$1.87M Buy
4,797
+350
+8% +$132K 0.56% 56
2019
Q2 		$1.62M Sell
4,447
-395
-8% -$132K 0.49% 60
2019
Q1 		$1.45M Sell
4,842
-7,918
-62% -$2.32M 0.49% 61
2018
Q4 		$3.34M Sell
12,760
-85
-0.7% -$25.8K 1.4% 31
2018
Q3 		$4.44M Buy
12,845
+64
+0.5% +$20.7K 1.5% 22
2018
Q2 		$3.78M Sell
12,781
-321
-2% -$104K 1.38% 30
2018
Q1 		$4.43M Buy
13,102
+260
+2% +$88.5K 1.64% 21
2017
Q4 		$4.12M Buy
12,842
+795
+7% +$251K 1.64% 22
2017
Q3 		$3.74M Buy
12,047
+160
+1% +$47.7K 1.61% 19
2017
Q2 		$3.3M Buy
11,887
+450
+4% +$124K 1.61% 23
2017
Q1 		$3.06M Buy
11,437
+530
+5% +$139K 1.66% 19
2016
Q4 		$2.73M Buy
+10,907
New +$2.73M 1.69% 18

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

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

Lyell Wealth Management reduced its Lockheed Martin (LMT) stake by 3.9% in Q1 2026, selling an estimated $30.2K and leaving 1,202 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #129.

Lyell Wealth Management first reported a position in LMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.93M in Q2 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Lyell Wealth Management held 1,202 shares of Lockheed Martin worth $726K as of Q1 2026.
  • Lyell Wealth Management sold 49 Lockheed Martin shares in Q1 2026, an estimated $30.2K.
  • Lockheed Martin made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Lyell Wealth Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Lockheed Martin position peaked at $6.93M in Q2 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.