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Mindset Wealth Management’s Lockheed Martin LMT Stock Holding History

Mindset 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 		$1.15M Buy
1,906
+187
+11% +$115K 0.31% 39
2025
Q4 		$832K Sell
1,719
-27
-2% -$12.9K 0.22% 50
2025
Q3 		$872K Buy
1,746
+36
+2% +$16.3K 0.24% 43
2025
Q2 		$792K Sell
1,710
-127
-7% -$59.4K 0.26% 40
2025
Q1 		$820K Buy
1,837
+437
+31% +$201K 0.32% 30
2024
Q4 		$680K Sell
1,400
-93
-6% -$50.7K 0.25% 40
2024
Q3 		$873K Buy
+1,493
New +$802K 0.36% 23

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

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

Mindset Wealth Management increased its Lockheed Martin (LMT) stake by 11% in Q1 2026, buying an estimated $115K and bringing the position to 1,906 shares worth $1.15M. The position accounts for 0.31% of the portfolio, ranked #39.

Mindset Wealth Management first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Mindset Wealth Management held 1,906 shares of Lockheed Martin worth $1.15M as of Q1 2026.
  • Mindset Wealth Management bought 187 Lockheed Martin shares in Q1 2026, an estimated $115K.
  • Lockheed Martin made up 0.31% of Mindset Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Mindset Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.