Mine & Arao Wealth Creation & Management’s Lockheed Martin LMT Stock Holding History

Mine & Arao Wealth Creation & 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	$289K	Hold	478	–	–	0.12%	66
2025 Q4	$231K	Hold	478	–	–	0.09%	73
2025 Q3	$239K	Hold	478	–	–	0.1%	69
2025 Q2	$222K	Hold	478	–	–	0.1%	70
2025 Q1	$214K	Sell	478 -7	-1%	-$3.22K	0.1%	70
2024 Q4	$236K	Hold	485	–	–	0.11%	66
2024 Q3	$284K	Sell	485 -20	-4%	-$10.7K	0.13%	65
2024 Q2	$236K	Hold	505	–	–	0.11%	68
2024 Q1	$230K	Hold	505	–	–	0.11%	67
2023 Q4	$229K	Hold	505	–	–	0.12%	69
2023 Q3	$207K	Hold	505	–	–	0.13%	69
2023 Q2	$233K	Buy	505 +20	+4%	+$9.28K	0.14%	67
2023 Q1	$229K	Hold	485	–	–	0.15%	64
2022 Q4	$236K	Hold	485	–	–	0.17%	63
2022 Q3	$187K	Buy	485 +7	+1%	+$2.92K	0.14%	67
2022 Q2	$206K	Hold	478	–	–	0.14%	66
2022 Q1	$211K	Hold	478	–	–	0.12%	68
2021 Q4	$170K	Sell	478 -30	-6%	-$10.4K	0.09%	76
2021 Q3	$175K	Hold	508	–	–	0.1%	74
2021 Q2	$192K	Hold	508	–	–	0.12%	74
2021 Q1	$188K	Hold	508	–	–	0.13%	71
2020 Q4	$180K	Hold	508	–	–	0.13%	66
2020 Q3	$195K	Sell	508 -50	-9%	-$19.1K	0.16%	58
2020 Q2	$204K	Hold	558	–	–	0.19%	55
2020 Q1	$189K	Hold	558	–	–	0.22%	51
2019 Q4	$217K	Buy	+558	New	+$214K	0.2%	57

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

Mine & Arao Wealth Creation & Management's LMT Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 478 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #66.

Mine & Arao Wealth Creation & Management first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Mine & Arao Wealth Creation & Management held 478 shares of Lockheed Martin worth $289K as of Q1 2026.
Mine & Arao Wealth Creation & Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.12% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #66 holding.
Mine & Arao Wealth Creation & Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.