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Mosaic Family Wealth Partners’s Lockheed Martin LMT Stock Holding History

Mosaic Family 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 		$614K Sell
1,016
-161
-14% -$99.2K 0.06% 157
2025
Q4 		$569K Sell
1,177
-3
-0.3% -$1.44K 0.06% 142
2025
Q3 		$581K Buy
1,180
+175
+17% +$79.4K 0.07% 130
2025
Q2 		$466K Buy
1,005
+2
+0.2% +$936 0.06% 140
2025
Q1 		$448K Buy
1,003
+99
+11% +$45.6K 0.06% 140
2024
Q4 		$439K Buy
904
+2
+0.2% +$1.09K 0.06% 137
2024
Q3 		$527K Sell
902
-2
-0.2% -$1.07K 0.08% 118
2024
Q2 		$422K Buy
904
+14
+2% +$6.47K 0.07% 131
2024
Q1 		$405K Sell
890
-36
-4% -$15.8K 0.07% 136
2023
Q4 		$419K Buy
926
+13
+1% +$5.76K 0.07% 125
2023
Q3 		$374K Buy
913
+74
+9% +$32.8K 0.07% 122
2023
Q2 		$386K Hold
839
– – 0.08% 121
2023
Q1 		$397K Hold
839
– – 0.08% 118
2022
Q4 		$408K Buy
+839
New +$390K 0.12% 115

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

Mosaic Family Wealth Partners's LMT Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Lockheed Martin (LMT) stake by 14% in Q1 2026, selling an estimated $99.2K and leaving 1,016 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #157.

Mosaic Family Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Mosaic Family Wealth Partners held 1,016 shares of Lockheed Martin worth $614K as of Q1 2026.
  • Mosaic Family Wealth Partners sold 161 Lockheed Martin shares in Q1 2026, an estimated $99.2K.
  • Lockheed Martin made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #157 holding.
  • Mosaic Family Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.