Measured Wealth Private Client Group’s Lockheed Martin LMT Stock Holding History

Measured Wealth Private Client Group’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	$305K	Buy	504 +333	+195%	+$205K	0.08%	140
2025 Q4	$82.7K	Hold	171	–	–	0.02%	258
2025 Q3	$85.4K	Buy	+171	New	+$77.6K	0.02%	253
2021 Q1	–	Sell	-699	Closed	-$248K	–	161
2020 Q4	$248K	Sell	699 -195	-22%	-$71.7K	0.1%	119
2020 Q3	$343K	Sell	894 -173	-16%	-$66K	0.17%	79
2020 Q2	$389K	Buy	1,067 +448	+72%	+$169K	0.23%	58
2020 Q1	$210K	Buy	+619	New	+$243K	0.16%	82
2019 Q4	–	Sell	-672	Closed	-$262K	–	125
2019 Q3	$262K	Sell	672 -150	-18%	-$56.4K	0.17%	92
2019 Q2	$299K	Buy	+822	New	+$275K	0.17%	130
2018 Q4	–	Sell	-162	Closed	-$56K	–	434
2018 Q3	$56K	Buy	+162	New	+$52.3K	0.03%	327

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

Measured Wealth Private Client Group's LMT Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Lockheed Martin (LMT) stake by 195% in Q1 2026, buying an estimated $205K and bringing the position to 504 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #140.

Measured Wealth Private Client Group first reported a position in LMT in Q3 2018 and has held it in 10 quarters since. The position peaked at $389K in Q2 2020. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Measured Wealth Private Client Group held 504 shares of Lockheed Martin worth $305K as of Q1 2026.
Measured Wealth Private Client Group bought 333 Lockheed Martin shares in Q1 2026, an estimated $205K.
Lockheed Martin made up 0.08% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #140 holding.
Measured Wealth Private Client Group first reported a position in Lockheed Martin in Q3 2018 and has held it in 10 quarters since.
Measured Wealth Private Client Group's Lockheed Martin position peaked at $389K in Q2 2020.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.