Oxford Wealth Group’s Lockheed Martin LMT Stock Holding History

Oxford Wealth Group’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	$320K	Sell	530 -1,578	-75%	-$972K	0.18%	76
2025 Q4	$1.02M	Buy	+2,108	New	+$1.01M	0.5%	38
2024 Q4	$1.02M	Buy	2,099 +95	+5%	+$51.8K	0.66%	34
2024 Q3	$1.17M	Sell	2,004 -823	-29%	-$442K	0.95%	31
2024 Q2	$1.32M	Buy	2,827 +753	+36%	+$348K	0.91%	34
2024 Q1	$943K	Buy	+2,074	New	+$909K	0.86%	33

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

Oxford Wealth Group's LMT Position: Q1 2026 in Review

Oxford Wealth Group reduced its Lockheed Martin (LMT) stake by 75% in Q1 2026, selling an estimated $972K and leaving 530 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #76.

Oxford Wealth Group first reported a position in LMT in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q2 2024. 2,913 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Oxford Wealth Group held 530 shares of Lockheed Martin worth $320K as of Q1 2026.
Oxford Wealth Group sold 1,578 Lockheed Martin shares in Q1 2026, an estimated $972K.
Lockheed Martin made up 0.18% of Oxford Wealth Group's portfolio in Q1 2026, its #76 holding.
Oxford Wealth Group first reported a position in Lockheed Martin in Q1 2024 and has held it in 6 quarters since.
Oxford Wealth Group's Lockheed Martin position peaked at $1.32M in Q2 2024.
2,913 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.