PPWM
LMT icon

Paragon Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Paragon Private 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 		$617K Buy
1,021
+111
+12% +$68.4K 0.19% 127
2025
Q4 		$440K Sell
910
-35
-4% -$16.8K 0.14% 144
2025
Q3 		$472K Buy
945
+29
+3% +$13.2K 0.15% 145
2025
Q2 		$424K Buy
916
+93
+11% +$43.5K 0.17% 136
2025
Q1 		$368K Sell
823
-74
-8% -$34.1K 0.17% 138
2024
Q4 		$436K Buy
897
+137
+18% +$74.7K 0.2% 110
2024
Q3 		$444K Buy
760
+80
+12% +$43K 0.22% 106
2024
Q2 		$318K Buy
680
+26
+4% +$12K 0.18% 117
2024
Q1 		$297K Buy
654
+26
+4% +$11.4K 0.18% 116
2023
Q4 		$285K Buy
628
+58
+10% +$25.7K 0.2% 112
2023
Q3 		$233K Buy
570
+71
+14% +$31.5K 0.19% 111
2023
Q2 		$230K Buy
499
+13
+3% +$6.03K 0.18% 116
2023
Q1 		$230K Buy
486
+27
+6% +$12.7K 0.19% 117
2022
Q4 		$223K Buy
+459
New +$213K 0.2% 118

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

Paragon Private Wealth Management's LMT Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Lockheed Martin (LMT) stake by 12% in Q1 2026, buying an estimated $68.4K and bringing the position to 1,021 shares worth $617K. The position accounts for 0.19% of the portfolio, ranked #127.

Paragon Private Wealth Management first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Paragon Private Wealth Management held 1,021 shares of Lockheed Martin worth $617K as of Q1 2026.
  • Paragon Private Wealth Management bought 111 Lockheed Martin shares in Q1 2026, an estimated $68.4K.
  • Lockheed Martin made up 0.19% of Paragon Private Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Paragon Private Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.