OF
LMT icon

Optimize Financial’s Lockheed Martin LMT Stock Holding History

Optimize Financial’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 		$315K Buy
+522
New +$322K 0.16% 253

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's LMT Position: Q1 2026 in Review

Optimize Financial opened a new position in Lockheed Martin (LMT) in Q1 2026: 522 shares worth $315K. The stake represents 0.16% of the portfolio and ranks #253 among its holdings.

2,929 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Optimize Financial held 522 shares of Lockheed Martin worth $315K as of Q1 2026.
  • Lockheed Martin was a new Optimize Financial position in Q1 2026.
  • Lockheed Martin made up 0.16% of Optimize Financial's portfolio in Q1 2026, its #253 holding.
  • 2,929 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.