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Parkshore Wealth Management’s Lockheed Martin LMT Stock Holding History

Parkshore 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 		$2.65M Buy
4,390
+8
+0.2% +$4.93K 0.89% 19
2025
Q4 		$2.12M Buy
4,382
+419
+11% +$201K 0.8% 19
2025
Q3 		$1.98M Buy
3,963
+17
+0.4% +$7.71K 0.81% 21
2025
Q2 		$1.83M Buy
3,946
+18
+0.5% +$8.43K 0.89% 22
2025
Q1 		$1.75M Buy
3,928
+19
+0.5% +$8.75K 1.02% 23
2024
Q4 		$1.9M Buy
+3,909
New +$2.13M 1.14% 21

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

Parkshore Wealth Management's LMT Position: Q1 2026 in Review

Parkshore Wealth Management increased its Lockheed Martin (LMT) stake by 0.18% in Q1 2026, buying an estimated $4.93K and bringing the position to 4,390 shares worth $2.65M. The position accounts for 0.89% of the portfolio, ranked #19.

Parkshore Wealth Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Parkshore Wealth Management held 4,390 shares of Lockheed Martin worth $2.65M as of Q1 2026.
  • Parkshore Wealth Management bought 8 Lockheed Martin shares in Q1 2026, an estimated $4.93K.
  • Lockheed Martin made up 0.89% of Parkshore Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Parkshore Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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