PTM Wealth Management’s Lockheed Martin LMT Stock Holding History

PTM Wealth 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	$557K	Buy	873 +5	+0.6%	+$3.08K	0.3%	28
2025 Q4	$444K	Buy	868 +6	+0.7%	+$2.87K	0.25%	30
2025 Q3	$443K	Buy	862 +6	+0.7%	+$2.72K	0.26%	31
2025 Q2	$396K	Buy	856 +6	+0.7%	+$2.81K	0.26%	29
2025 Q1	$377K	Buy	+850	New	+$391K	0.4%	26

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

PTM Wealth Management's LMT Position: Q1 2026 in Review

PTM Wealth Management increased its Lockheed Martin (LMT) stake by 0.58% in Q1 2026, buying an estimated $3.08K and bringing the position to 873 shares worth $557K. The position accounts for 0.3% of the portfolio, ranked #28.

PTM Wealth Management first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

PTM Wealth Management held 873 shares of Lockheed Martin worth $557K as of Q1 2026.
PTM Wealth Management bought 5 Lockheed Martin shares in Q1 2026, an estimated $3.08K.
Lockheed Martin made up 0.3% of PTM Wealth Management's portfolio in Q1 2026, its #28 holding.
PTM Wealth Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.