MWM
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Marietta Wealth Management’s Lockheed Martin LMT Stock Holding History

Marietta 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 		$656K Buy
1,086
+55
+5% +$33.9K 0.08% 103
2025
Q4 		$499K Buy
1,031
+71
+7% +$34K 0.06% 104
2025
Q3 		$479K Sell
960
-11,581
-92% -$5.25M 0.06% 103
2025
Q2 		$5.81M Buy
12,541
+159
+1% +$74.4K 0.76% 62
2025
Q1 		$5.53M Buy
12,382
+905
+8% +$417K 0.81% 61
2024
Q4 		$5.58M Buy
11,477
+735
+7% +$401K 0.8% 60
2024
Q3 		$6.28M Buy
10,742
+245
+2% +$132K 0.91% 43
2024
Q2 		$4.9M Buy
10,497
+379
+4% +$175K 0.76% 61
2024
Q1 		$4.6M Buy
10,118
+209
+2% +$91.6K 0.76% 60
2023
Q4 		$4.49M Buy
9,909
+294
+3% +$130K 0.8% 53
2023
Q3 		$3.93M Sell
9,615
-123
-1% -$54.6K 0.78% 58
2023
Q2 		$4.48M Buy
9,738
+36
+0.4% +$16.7K 0.84% 56
2023
Q1 		$4.59M Sell
9,702
-271
-3% -$127K 0.97% 51
2022
Q4 		$4.85M Sell
9,973
-240
-2% -$112K 1.1% 44
2022
Q3 		$3.94M Buy
10,213
+170
+2% +$71K 0.98% 45
2022
Q2 		$4.32M Sell
10,043
-406
-4% -$178K 1.04% 44
2022
Q1 		$4.61M Buy
10,449
+1,013
+11% +$411K 0.96% 46
2021
Q4 		$3.35M Buy
9,436
+58
+0.6% +$20.1K 0.67% 63
2021
Q3 		$3.24M Buy
9,378
+889
+10% +$322K 0.71% 59
2021
Q2 		$3.21M Buy
8,489
+424
+5% +$163K 0.72% 61
2021
Q1 		$2.98M Buy
8,065
+1,243
+18% +$426K 0.74% 59
2020
Q4 		$2.42M Sell
6,822
-15
-0.2% -$5.51K 0.67% 62
2020
Q3 		$2.62M Buy
6,837
+3,952
+137% +$1.51M 0.82% 59
2020
Q2 		$1.05M Sell
2,885
-331
-10% -$125K 0.36% 71
2020
Q1 		$1.09M Sell
3,216
-14
-0.4% -$5.51K 0.42% 70
2019
Q4 		$1.26M Sell
3,230
-378
-10% -$145K 0.41% 69
2019
Q3 		$1.41M Buy
3,608
+112
+3% +$42.1K 0.51% 68
2019
Q2 		$1.27M Buy
3,496
+30
+0.9% +$10K 0.49% 68
2019
Q1 		$1.04M Sell
3,466
-56
-2% -$16.4K 0.43% 69
2018
Q4 		$922K Buy
3,522
+156
+5% +$47.3K 0.44% 70
2018
Q3 		$1.17M Sell
3,366
-34
-1% -$11K 0.51% 70
2018
Q2 		$1M Buy
3,400
+17
+0.5% +$5.48K 0.49% 68
2018
Q1 		$1.14M Buy
3,383
+318
+10% +$108K 0.6% 62
2017
Q4 		$984K Buy
3,065
+26
+0.9% +$8.2K 0.53% 65
2017
Q3 		$943K Buy
3,039
+19
+0.6% +$5.67K 0.53% 66
2017
Q2 		$838K Buy
3,020
+35
+1% +$9.62K 0.51% 69
2017
Q1 		$799K Buy
2,985
+357
+14% +$93.5K 0.53% 68
2016
Q4 		$657K Buy
+2,628
New +$657K 0.53% 69

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

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

Marietta Wealth Management increased its Lockheed Martin (LMT) stake by 5.3% in Q1 2026, buying an estimated $33.9K and bringing the position to 1,086 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #103.

Marietta Wealth Management first reported a position in LMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.28M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Marietta Wealth Management held 1,086 shares of Lockheed Martin worth $656K as of Q1 2026.
  • Marietta Wealth Management bought 55 Lockheed Martin shares in Q1 2026, an estimated $33.9K.
  • Lockheed Martin made up 0.08% of Marietta Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Marietta Wealth Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 38 quarters since.
  • Marietta Wealth Management's Lockheed Martin position peaked at $6.28M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.