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

Private 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	$102K	Hold	169	–	–	0.03%	131
2025 Q4	$82K	Hold	169	–	–	0.02%	146
2025 Q3	$84.6K	Hold	169	–	–	0.02%	137
2025 Q2	$78.5K	Hold	169	–	–	0.03%	131
2025 Q1	$75.7K	Hold	169	–	–	0.03%	134
2024 Q4	$82.3K	Sell	169 -6	-3%	-$3.27K	0.03%	127
2024 Q3	$103K	Hold	175	–	–	0.04%	104
2024 Q2	$81.9K	Hold	175	–	–	0.04%	118
2024 Q1	$79.8K	Hold	175	–	–	0.04%	114
2023 Q4	$79.5K	Buy	+175	New	+$77.5K	0.04%	113

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

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

Private Wealth Management Group held its Lockheed Martin (LMT) position steady in Q1 2026 at 169 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #131.

Private Wealth Management Group first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $103K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Private Wealth Management Group held 169 shares of Lockheed Martin worth $102K as of Q1 2026.
Private Wealth Management Group left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #131 holding.
Private Wealth Management Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Lockheed Martin position peaked at $103K in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.