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Mowery & Schoenfeld Wealth Management’s Lockheed Martin LMT Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-15
Closed -$7.26K – 435
2025
Q4 		$7.26K Buy
+15
New +$7.18K 0.01% 282
2025
Q1 		– Sell
-66
Closed -$32.1K – 520
2024
Q4 		$32.1K Buy
+66
New +$36K 0.06% 141

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

Mowery & Schoenfeld Wealth Management's LMT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 15 shares — an estimated $7.26K sold.

Mowery & Schoenfeld Wealth Management first reported a position in LMT in Q4 2024 and held it in 2 quarters. The position peaked at $32.1K in Q4 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Lockheed Martin shares in Q1 2026, an estimated $7.26K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Lockheed Martin in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Lockheed Martin position peaked at $32.1K in Q4 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.