Maia Wealth’s Lockheed Martin LMT Stock Holding History

Maia Wealth’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	$2M	Buy	3,302 +18	+0.5%	+$11.1K	0.34%	89
2025 Q4	$2.09M	Sell	3,284 -569	-15%	-$272K	0.36%	81
2025 Q3	$1.74M	Sell	3,853 -47	-1%	-$21.3K	0.29%	95
2025 Q2	$1.81M	Buy	3,900 +72	+2%	+$33.7K	0.34%	78
2025 Q1	$1.82M	Buy	3,828 +80	+2%	+$36.8K	0.41%	64
2024 Q4	$1.89M	Buy	3,748 +8	+0.2%	+$4.36K	0.41%	60
2024 Q3	$2.11M	Sell	3,740 -42	-1%	-$22.6K	0.52%	47
2024 Q2	$1.75M	Buy	+3,782	New	+$1.75M	0.53%	49
2023 Q4	$538K	Buy	+1,187	New	+$526K	0.22%	93

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

Maia Wealth's LMT Position: Q1 2026 in Review

Maia Wealth increased its Lockheed Martin (LMT) stake by 0.55% in Q1 2026, buying an estimated $11.1K and bringing the position to 3,302 shares worth $2M. The position accounts for 0.34% of the portfolio, ranked #89.

Maia Wealth first reported a position in LMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.11M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Maia Wealth held 3,302 shares of Lockheed Martin worth $2M as of Q1 2026.
Maia Wealth bought 18 Lockheed Martin shares in Q1 2026, an estimated $11.1K.
Lockheed Martin made up 0.34% of Maia Wealth's portfolio in Q1 2026, its #89 holding.
Maia Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Lockheed Martin position peaked at $2.11M in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.