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

Modern 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 		$2.2M Buy
3,565
+93
+3% +$57.3K 0.04% 297
2025
Q4 		$1.68M Buy
3,472
+108
+3% +$51.7K 0.03% 327
2025
Q3 		$1.68M Buy
3,364
+230
+7% +$104K 0.03% 310
2025
Q2 		$1.45M Buy
3,134
+211
+7% +$98.8K 0.04% 306
2025
Q1 		$1.31M Buy
2,923
+1,844
+171% +$849K 0.04% 269
2024
Q4 		$524K Buy
1,079
+303
+39% +$165K 0.02% 353
2024
Q3 		$453K Buy
776
+95
+14% +$51K 0.03% 265
2024
Q2 		$318K Sell
681
-3
-0.4% -$1.39K 0.02% 297
2024
Q1 		$311K Buy
+684
New +$300K 0.03% 235

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

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

Modern Wealth Management increased its Lockheed Martin (LMT) stake by 2.7% in Q1 2026, buying an estimated $57.3K and bringing the position to 3,565 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #297.

Modern Wealth Management first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Modern Wealth Management held 3,565 shares of Lockheed Martin worth $2.2M as of Q1 2026.
  • Modern Wealth Management bought 93 Lockheed Martin shares in Q1 2026, an estimated $57.3K.
  • Lockheed Martin made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #297 holding.
  • Modern Wealth Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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