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Prestige Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Prestige Wealth Management Group’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 		$1M Sell
1,659
-13
-0.8% -$8.01K 0.2% 65
2025
Q4 		$809K Sell
1,672
-2
-0.1% -$957 0.15% 73
2025
Q3 		$836K Buy
1,674
+12
+0.7% +$5.45K 0.16% 69
2025
Q2 		$770K Sell
1,662
-4
-0.2% -$1.87K 0.16% 75
2025
Q1 		$744K Buy
1,666
+7
+0.4% +$3.22K 0.16% 71
2024
Q4 		$806K Buy
1,659
+41
+3% +$22.4K 0.17% 68
2024
Q3 		$946K Sell
1,618
-12
-0.7% -$6.44K 0.2% 66
2024
Q2 		$762K Sell
1,630
-19
-1% -$8.78K 0.16% 65
2024
Q1 		$750K Sell
1,649
-674
-29% -$295K 0.16% 68
2023
Q4 		$1.05M Buy
2,323
+650
+39% +$288K 0.24% 53
2023
Q3 		$684K Buy
1,673
+7
+0.4% +$3.1K 0.17% 63
2023
Q2 		$767K Sell
1,666
-60
-3% -$27.9K 0.18% 60
2023
Q1 		$816K Buy
1,726
+31
+2% +$14.5K 0.21% 58
2022
Q4 		$825K Buy
1,695
+39
+2% +$18.1K 0.21% 59
2022
Q3 		$640K Buy
1,656
+64
+4% +$26.7K 0.18% 56
2022
Q2 		$684K Buy
1,592
+145
+10% +$63.7K 0.19% 57
2022
Q1 		$639K Buy
1,447
+28
+2% +$11.4K 0.16% 66
2021
Q4 		$504K Sell
1,419
-43
-3% -$14.9K 0.12% 74
2021
Q3 		$504K Buy
1,462
+97
+7% +$35.1K 0.13% 68
2021
Q2 		$517K Sell
1,365
-33
-2% -$12.7K 0.14% 65
2021
Q1 		$517K Buy
1,398
+24
+2% +$8.23K 0.14% 64
2020
Q4 		$487K Buy
1,374
+115
+9% +$42.3K 0.13% 72
2020
Q3 		$483K Buy
1,259
+150
+14% +$57.2K 0.15% 71
2020
Q2 		$405K Buy
1,109
+152
+16% +$57.4K 0.14% 69
2020
Q1 		$324K Sell
957
-675
-41% -$265K 0.14% 63
2019
Q4 		$636K Sell
1,632
-46
-3% -$17.7K 0.35% 50
2019
Q3 		$655K Sell
1,678
-33
-2% -$12.4K 0.38% 44
2019
Q2 		$622K Sell
1,711
-155
-8% -$51.9K 0.38% 45
2019
Q1 		$560K Buy
1,866
+95
+5% +$27.9K 0.34% 53
2018
Q4 		$464K Buy
+1,771
New +$537K 0.34% 57

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

Prestige Wealth Management Group's LMT Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Lockheed Martin (LMT) stake by 0.78% in Q1 2026, selling an estimated $8.01K and leaving 1,659 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #65.

Prestige Wealth Management Group first reported a position in LMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.05M in Q4 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Prestige Wealth Management Group held 1,659 shares of Lockheed Martin worth $1M as of Q1 2026.
  • Prestige Wealth Management Group sold 13 Lockheed Martin shares in Q1 2026, an estimated $8.01K.
  • Lockheed Martin made up 0.2% of Prestige Wealth Management Group's portfolio in Q1 2026, its #65 holding.
  • Prestige Wealth Management Group first reported a position in Lockheed Martin in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Lockheed Martin position peaked at $1.05M in Q4 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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