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Personal CFO Solutions’s Lockheed Martin LMT Stock Holding History

Personal CFO Solutions’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 		$298K Sell
492
-64
-12% -$39.4K 0.04% 380
2025
Q4 		$269K Buy
556
+45
+9% +$21.5K 0.04% 407
2025
Q3 		$255K Buy
511
+23
+5% +$10.4K 0.04% 405
2025
Q2 		$226K Sell
488
-12
-2% -$5.62K 0.04% 431
2025
Q1 		$223K Sell
500
-36
-7% -$16.6K 0.05% 400
2024
Q4 		$260K Buy
536
+4
+0.8% +$2.18K 0.05% 370
2024
Q3 		$311K Buy
532
+57
+12% +$30.6K 0.04% 413
2024
Q2 		$222K Buy
475
+16
+3% +$7.39K 0.03% 472
2024
Q1 		$209K Buy
+459
New +$201K 0.03% 511
2023
Q4 		– Sell
-551
Closed -$225K – 536
2023
Q3 		$225K Sell
551
-95
-15% -$42.1K 0.04% 401
2023
Q2 		$298K Sell
646
-97
-13% -$45K 0.06% 330
2023
Q1 		$351K Hold
743
– – 0.07% 267
2022
Q4 		$361K Sell
743
-117
-14% -$54.4K 0.08% 253
2022
Q3 		$332K Sell
860
-29
-3% -$12.1K 0.08% 232
2022
Q2 		$382K Sell
889
-93
-9% -$40.8K 0.09% 207
2022
Q1 		$433K Sell
982
-105
-10% -$42.6K 0.09% 227
2021
Q4 		$386K Buy
1,087
+306
+39% +$106K 0.07% 257
2021
Q3 		$270K Buy
781
+130
+20% +$47K 0.06% 325
2021
Q2 		$246K Buy
651
+78
+14% +$30K 0.05% 354
2021
Q1 		$212K Sell
573
-120
-17% -$41.2K 0.05% 374
2020
Q4 		$246K Sell
693
-276
-28% -$101K 0.06% 295
2020
Q3 		$0 Buy
969
+49
+5% +$18.7K ﹤0.01% 252
2020
Q2 		$336K Buy
+920
New +$347K 0.1% 192
2019
Q4 		– Sell
-598
Closed -$233K – 369
2019
Q3 		$233K Buy
+598
New +$225K 0.09% 251

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

Personal CFO Solutions's LMT Position: Q1 2026 in Review

Personal CFO Solutions reduced its Lockheed Martin (LMT) stake by 12% in Q1 2026, selling an estimated $39.4K and leaving 492 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #380.

Personal CFO Solutions first reported a position in LMT in Q3 2019 and has held it in 24 quarters since. The position peaked at $433K in Q1 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Personal CFO Solutions held 492 shares of Lockheed Martin worth $298K as of Q1 2026.
  • Personal CFO Solutions sold 64 Lockheed Martin shares in Q1 2026, an estimated $39.4K.
  • Lockheed Martin made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #380 holding.
  • Personal CFO Solutions first reported a position in Lockheed Martin in Q3 2019 and has held it in 24 quarters since.
  • Personal CFO Solutions's Lockheed Martin position peaked at $433K in Q1 2022.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.