Meridian Wealth Partners’s Lockheed Martin LMT Stock Holding History

Meridian Wealth Partners’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	$504K	Buy	+833	New	+$513K	0.07%	66
2021 Q3	–	Sell	-3,015	Closed	-$1.14M	–	77
2021 Q2	$1.14M	Sell	3,015 -93	-3%	-$35.8K	0.27%	28
2021 Q1	$1.15M	Buy	3,108 +44	+1%	+$15.1K	0.34%	26
2020 Q4	$1.09M	Hold	3,064	–	–	0.45%	21
2020 Q3	$1.17M	Sell	3,064 -14	-0.5%	-$5.34K	0.59%	17
2020 Q2	$1.12M	Hold	3,078	–	–	0.6%	17
2020 Q1	$1.04M	Hold	3,078	–	–	0.62%	19
2019 Q4	$1.2M	Buy	+3,078	New	+$1.18M	0.75%	17

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

Meridian Wealth Partners's LMT Position: Q1 2026 in Review

Meridian Wealth Partners opened a new position in Lockheed Martin (LMT) in Q1 2026: 833 shares worth $504K. The stake represents 0.07% of the portfolio and ranks #66 among its holdings. This is a return to the name: Meridian Wealth Partners previously reported a position in LMT as recently as Q2 2021.

Meridian Wealth Partners first reported a position in LMT in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2019. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Meridian Wealth Partners held 833 shares of Lockheed Martin worth $504K as of Q1 2026.
Lockheed Martin was a new Meridian Wealth Partners position in Q1 2026.
Lockheed Martin made up 0.07% of Meridian Wealth Partners's portfolio in Q1 2026, its #66 holding.
Meridian Wealth Partners first reported a position in Lockheed Martin in Q4 2019 and has held it in 8 quarters since.
Meridian Wealth Partners's Lockheed Martin position peaked at $1.2M in Q4 2019.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.