Premier Path Wealth Partners’s Lockheed Martin LMT Stock Holding History

Premier Path 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	$3.35M	Buy	5,549 +176	+3%	+$108K	0.44%	46
2025 Q4	$2.6M	Buy	5,373 +33	+0.6%	+$15.8K	0.34%	69
2025 Q3	$2.67M	Sell	5,340 -54	-1%	-$24.5K	0.34%	64
2025 Q2	$2.5M	Buy	5,394 +34	+0.6%	+$15.9K	0.35%	64
2025 Q1	$2.39M	Sell	5,360 -191	-3%	-$87.9K	0.37%	61
2024 Q4	$2.7M	Buy	5,551 +1,247	+29%	+$680K	0.41%	51
2024 Q3	$2.52M	Sell	4,304 -1,883	-30%	-$1.01M	0.4%	56
2024 Q2	$2.89M	Buy	6,187 +2,956	+91%	+$1.37M	0.49%	43
2024 Q1	$1.46M	Sell	3,231 -55	-2%	-$24.1K	0.28%	92
2023 Q4	$1.49M	Buy	+3,286	New	+$1.46M	0.33%	69

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

Premier Path Wealth Partners's LMT Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Lockheed Martin (LMT) stake by 3.3% in Q1 2026, buying an estimated $108K and bringing the position to 5,549 shares worth $3.35M. The position accounts for 0.44% of the portfolio, ranked #46.

Premier Path Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Premier Path Wealth Partners held 5,549 shares of Lockheed Martin worth $3.35M as of Q1 2026.
Premier Path Wealth Partners bought 176 Lockheed Martin shares in Q1 2026, an estimated $108K.
Lockheed Martin made up 0.44% of Premier Path Wealth Partners's portfolio in Q1 2026, its #46 holding.
Premier Path Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.