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Prepared Retirement Institute’s Lockheed Martin LMT Stock Holding History

Prepared Retirement Institute’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 		– Sell
-460
Closed -$222K – 81
2025
Q4 		$222K Hold
460
– – 0.11% 79
2025
Q3 		$230K Hold
460
– – 0.12% 76
2025
Q2 		$213K Hold
460
– – 0.13% 84
2025
Q1 		$205K Hold
460
– – 0.13% 84
2024
Q4 		$224K Hold
460
– – 0.13% 76
2024
Q3 		$269K Hold
460
– – 0.16% 64
2024
Q2 		$215K Hold
460
– – 0.14% 75
2024
Q1 		$209K Sell
460
-168
-27% -$73.6K 0.16% 66
2023
Q4 		$285K Buy
+628
New +$278K 0.21% 60

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

Prepared Retirement Institute's LMT Position: Q1 2026 in Review

Prepared Retirement Institute sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 460 shares — an estimated $222K sold.

Prepared Retirement Institute first reported a position in LMT in Q4 2023 and held it in 9 quarters. The position peaked at $285K in Q4 2023. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Prepared Retirement Institute reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Prepared Retirement Institute sold 460 Lockheed Martin shares in Q1 2026, an estimated $222K.
  • Prepared Retirement Institute first reported a position in Lockheed Martin in Q4 2023 and held it in 9 quarters.
  • Prepared Retirement Institute's Lockheed Martin position peaked at $285K in Q4 2023.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.