MYCIO Wealth Partners’s Lockheed Martin LMT Stock Holding History

MYCIO 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	$3.17M	Hold	5,240	–	–	0.63%	18
2025 Q4	$2.53M	Buy	5,240 +10	+0.2%	+$4.79K	0.52%	18
2025 Q3	$2.61M	Hold	5,230	–	–	0.6%	19
2025 Q2	$2.42M	Hold	5,230	–	–	0.56%	19
2025 Q1	$2.34M	Hold	5,230	–	–	0.55%	19
2024 Q4	$2.54M	Hold	5,230	–	–	0.61%	18
2024 Q3	$3.06M	Hold	5,230	–	–	0.7%	17
2024 Q2	$2.44M	Hold	5,230	–	–	0.62%	17
2024 Q1	$2.38M	Hold	5,230	–	–	0.6%	18
2023 Q4	$2.37M	Hold	5,230	–	–	0.67%	18
2023 Q3	$2.14M	Buy	5,230 +50	+1%	+$22.2K	0.64%	18
2023 Q2	$2.38M	Hold	5,180	–	–	0.75%	17
2023 Q1	$2.45M	Hold	5,180	–	–	0.86%	17
2022 Q4	$2.52M	Hold	5,180	–	–	0.83%	18
2022 Q3	$2M	Hold	5,180	–	–	0.78%	16
2022 Q2	$2.23M	Hold	5,180	–	–	0.82%	16
2022 Q1	$2.29M	Sell	5,180 -170	-3%	-$68.9K	0.73%	16
2021 Q4	$1.9M	Hold	5,350	–	–	0.63%	17
2021 Q3	$1.85M	Hold	5,350	–	–	0.68%	15
2021 Q2	$2.02M	Hold	5,350	–	–	0.82%	12
2021 Q1	$1.98M	Hold	5,350	–	–	0.88%	13
2020 Q4	$1.9M	Hold	5,350	–	–	1.03%	9
2020 Q3	$2.05M	Hold	5,350	–	–	1.41%	8
2020 Q2	$1.95M	Hold	5,350	–	–	1.35%	7
2020 Q1	$1.81M	Sell	5,350 -34,447	-87%	-$13.5M	1.22%	6
2019 Q4	$15.5M	Buy	39,797 +24,321	+157%	+$9.33M	1.01%	19
2019 Q3	$6.04M	Buy	15,476 +8,082	+109%	+$3.04M	0.45%	31
2019 Q2	$2.69M	Buy	7,394 +164	+2%	+$54.9K	0.21%	50
2019 Q1	$2.17M	Buy	7,230 +12	+0.2%	+$3.52K	0.18%	53
2018 Q4	$1.89M	Hold	7,218	–	–	0.18%	57
2018 Q3	$2.5M	Hold	7,218	–	–	0.24%	42
2018 Q2	$2.13M	Sell	7,218 -478	-6%	-$154K	0.22%	46
2018 Q1	$2.6M	Buy	7,696 +27	+0.4%	+$9.19K	0.29%	34
2017 Q4	$2.46M	Hold	7,669	–	–	0.27%	38
2017 Q3	$2.38M	Sell	7,669 -11	-0.1%	-$3.28K	0.27%	39
2017 Q2	$2.13M	Sell	7,680 -44	-0.6%	-$12.1K	0.25%	41
2017 Q1	$2.07M	Buy	7,724 +169	+2%	+$44.3K	0.25%	41
2016 Q4	$1.89M	Buy	7,555 +531	+8%	+$133K	0.25%	42
2016 Q3	$1.68M	Hold	7,024	–	–	0.28%	34
2016 Q2	$1.74M	Hold	7,024	–	–	0.3%	31
2016 Q1	$1.56M	Buy	7,024 +7	+0.1%	+$1.51K	0.28%	37
2015 Q4	$1.52M	Sell	7,017 -20	-0.3%	-$4.34K	0.27%	38
2015 Q3	$1.46M	Buy	7,037 +20	+0.3%	+$4.07K	0.3%	33
2015 Q2	$1.3M	Buy	7,017 +405	+6%	+$78K	0.25%	38
2015 Q1	$1.34M	Sell	6,612 -3,071	-32%	-$606K	0.27%	34
2014 Q4	$1.86M	Buy	9,683 +23	+0.2%	+$4.27K	0.39%	28
2014 Q3	$1.77M	Buy	9,660 +258	+3%	+$43.9K	0.41%	27
2014 Q2	$1.51M	Sell	9,402 -1,898	-17%	-$309K	0.34%	27
2014 Q1	$1.84M	Buy	11,300 +40	+0.4%	+$6.28K	0.45%	26
2013 Q4	$1.67M	Buy	11,260 +44	+0.4%	+$5.98K	0.42%	27
2013 Q3	$1.43M	Buy	11,216 +5,671	+102%	+$688K	0.39%	26
2013 Q2	$601K	Buy	+5,545	New	+$566K	0.17%	56

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

MYCIO Wealth Partners's LMT Position: Q1 2026 in Review

MYCIO Wealth Partners held its Lockheed Martin (LMT) position steady in Q1 2026 at 5,240 shares worth $3.17M. The position accounts for 0.63% of the portfolio, ranked #18.

MYCIO Wealth Partners first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.5M in Q4 2019. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

MYCIO Wealth Partners held 5,240 shares of Lockheed Martin worth $3.17M as of Q1 2026.
MYCIO Wealth Partners left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.63% of MYCIO Wealth Partners's portfolio in Q1 2026, its #18 holding.
MYCIO Wealth Partners first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
MYCIO Wealth Partners's Lockheed Martin position peaked at $15.5M in Q4 2019.
2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.