QFW
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QTR Family Wealth’s Lockheed Martin LMT Stock Holding History

QTR Family Wealth’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 		$843K Buy
1,378
+174
+14% +$107K 0.35% 60
2025
Q4 		$758K Buy
1,204
+353
+41% +$169K 0.33% 67
2025
Q3 		$425K Sell
851
-3
-0.4% -$1.36K 0.2% 109
2025
Q2 		$396K Buy
854
+182
+27% +$85.2K 0.25% 93
2025
Q1 		$300K Buy
+672
New +$309K 0.23% 110

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

QTR Family Wealth's LMT Position: Q1 2026 in Review

QTR Family Wealth increased its Lockheed Martin (LMT) stake by 14% in Q1 2026, buying an estimated $107K and bringing the position to 1,378 shares worth $843K. The position accounts for 0.35% of the portfolio, ranked #60.

QTR Family Wealth first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • QTR Family Wealth held 1,378 shares of Lockheed Martin worth $843K as of Q1 2026.
  • QTR Family Wealth bought 174 Lockheed Martin shares in Q1 2026, an estimated $107K.
  • Lockheed Martin made up 0.35% of QTR Family Wealth's portfolio in Q1 2026, its #60 holding.
  • QTR Family Wealth first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.