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Private Wealth Asset Management’s Lockheed Martin LMT Stock Holding History

Private Wealth Asset Management’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 		$1.66M Sell
2,749
-1
-0% -$616 0.18% 88
2025
Q4 		$1.33M Buy
2,750
+23
+0.8% +$11K 0.14% 105
2025
Q3 		$1.36M Sell
2,727
-3,837
-58% -$1.74M 0.16% 93
2025
Q2 		$3.04M Sell
6,564
-17
-0.3% -$7.96K 0.4% 50
2025
Q1 		$2.94M Buy
+6,581
New +$3.03M 0.42% 48

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

Private Wealth Asset Management's LMT Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Lockheed Martin (LMT) stake by 0.04% in Q1 2026, selling an estimated $616 and leaving 2,749 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #88.

Private Wealth Asset Management first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.04M in Q2 2025. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Private Wealth Asset Management held 2,749 shares of Lockheed Martin worth $1.66M as of Q1 2026.
  • Private Wealth Asset Management sold 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.18% of Private Wealth Asset Management's portfolio in Q1 2026, its #88 holding.
  • Private Wealth Asset Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Lockheed Martin position peaked at $3.04M in Q2 2025.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.