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NewEdge Wealth’s Lockheed Martin LMT Stock Holding History

NewEdge Wealth’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 		$53.4M Buy
88,412
+6,722
+8% +$4.14M 0.64% 38
2025
Q4 		$39.5M Buy
81,690
+23,858
+41% +$11.4M 0.45% 52
2025
Q3 		$27.4M Buy
57,832
+5,987
+12% +$2.72M 0.39% 56
2025
Q2 		$22.3M Buy
51,845
+2,339
+5% +$1.09M 0.35% 66
2025
Q1 		$22.1M Buy
49,506
+2,560
+5% +$1.18M 0.4% 68
2024
Q4 		$22.8M Buy
46,946
+3,322
+8% +$1.81M 0.4% 68
2024
Q3 		$25.5M Buy
43,624
+5,891
+16% +$3.16M 0.46% 64
2024
Q2 		$17.6M Buy
37,733
+908
+2% +$420K 0.38% 74
2024
Q1 		$17.1M Buy
36,825
+2,489
+7% +$1.09M 0.38% 72
2023
Q4 		$15.6M Buy
34,336
+2,408
+8% +$1.07M 0.4% 71
2023
Q3 		$13.1M Buy
31,928
+3,623
+13% +$1.61M 0.41% 71
2023
Q2 		$13M Buy
28,305
+1,149
+4% +$533K 0.44% 67
2023
Q1 		$12.8M Buy
27,156
+2,568
+10% +$1.2M 0.49% 57
2022
Q4 		$12M Buy
24,588
+1,207
+5% +$561K 0.52% 53
2022
Q3 		$9.03M Buy
23,381
+747
+3% +$312K 0.43% 69
2022
Q2 		$9.73M Buy
22,634
+2,800
+14% +$1.23M 0.44% 60
2022
Q1 		$8.76M Buy
19,834
+2,470
+14% +$1M 0.39% 69
2021
Q4 		$6.17M Buy
17,364
+1,376
+9% +$476K 0.26% 95
2021
Q3 		$5.52M Buy
15,988
+459
+3% +$166K 0.33% 83
2021
Q2 		$5.88M Buy
15,529
+1,479
+11% +$569K 0.45% 75
2021
Q1 		$5.19M Buy
14,050
+10,083
+254% +$3.46M 0.52% 63
2020
Q4 		$1.41M Buy
+3,967
New +$1.46M 0.43% 70

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

NewEdge Wealth's LMT Position: Q1 2026 in Review

NewEdge Wealth increased its Lockheed Martin (LMT) stake by 8.2% in Q1 2026, buying an estimated $4.14M and bringing the position to 88,412 shares worth $53.4M. The position accounts for 0.64% of the portfolio, ranked #38.

NewEdge Wealth first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • NewEdge Wealth held 88,412 shares of Lockheed Martin worth $53.4M as of Q1 2026.
  • NewEdge Wealth bought 6,722 Lockheed Martin shares in Q1 2026, an estimated $4.14M.
  • Lockheed Martin made up 0.64% of NewEdge Wealth's portfolio in Q1 2026, its #38 holding.
  • NewEdge Wealth first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.