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Perfromance Wealth Partners’s Lockheed Martin LMT Stock Holding History

Perfromance Wealth Partners’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 		$3.04M Buy
5,030
+171
+4% +$105K 0.09% 47
2025
Q4 		$2.35M Buy
4,859
+3,985
+456% +$1.91M 0.06% 49
2025
Q3 		$436K Hold
874
– – 0.01% 134
2025
Q2 		$405K Sell
874
-10
-1% -$4.68K 0.01% 127
2025
Q1 		$395K Sell
884
-103
-10% -$47.4K 0.01% 112
2024
Q4 		$480K Buy
987
+63
+7% +$34.3K 0.02% 99
2024
Q3 		$540K Buy
924
+142
+18% +$76.2K 0.02% 99
2024
Q2 		$365K Sell
782
-86
-10% -$39.7K 0.01% 104
2024
Q1 		$395K Buy
868
+66
+8% +$28.9K 0.02% 108
2023
Q4 		$363K Buy
802
+20
+3% +$8.86K 0.02% 118
2023
Q3 		$320K Hold
782
– – 0.02% 132
2023
Q2 		$362K Hold
782
– – 0.02% 135
2023
Q1 		$370K Sell
782
-14
-2% -$6.57K 0.02% 133
2022
Q4 		$387K Sell
796
-74
-9% -$34.4K 0.02% 115
2022
Q3 		$336K Hold
870
– – 0.02% 118
2022
Q2 		$374K Buy
870
+91
+12% +$40K 0.02% 116
2022
Q1 		$344K Sell
779
-400
-34% -$162K 0.02% 127
2021
Q4 		$419K Buy
+1,179
New +$408K 0.02% 124

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

Perfromance Wealth Partners's LMT Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Lockheed Martin (LMT) stake by 3.5% in Q1 2026, buying an estimated $105K and bringing the position to 5,030 shares worth $3.04M. The position accounts for 0.09% of the portfolio, ranked #47.

Perfromance Wealth Partners first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Perfromance Wealth Partners held 5,030 shares of Lockheed Martin worth $3.04M as of Q1 2026.
  • Perfromance Wealth Partners bought 171 Lockheed Martin shares in Q1 2026, an estimated $105K.
  • Lockheed Martin made up 0.09% of Perfromance Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Perfromance Wealth Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.