Quadcap Wealth Management’s Lockheed Martin LMT Stock Holding History

Quadcap 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	$2.7M	Sell	4,464 -448	-9%	-$276K	0.31%	71
2025 Q4	$2.38M	Sell	4,912 -2	-0%	-$957	0.27%	74
2025 Q3	$2.45M	Sell	4,914 -1,648	-25%	-$748K	0.29%	71
2025 Q2	$3.04M	Buy	6,562 +59	+0.9%	+$27.6K	0.39%	56
2025 Q1	$2.91M	Buy	6,503 +165	+3%	+$76K	0.42%	52
2024 Q4	$3.08M	Sell	6,338 -50	-0.8%	-$27.3K	0.45%	42
2024 Q3	$3.73M	Sell	6,388 -873	-12%	-$469K	0.58%	32
2024 Q2	$3.39M	Buy	7,261 +4,556	+168%	+$2.11M	0.61%	34
2024 Q1	$1.23M	Sell	2,705 -270	-9%	-$118K	0.28%	84
2023 Q4	$1.35M	Buy	+2,975	New	+$1.32M	0.35%	70

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

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

Quadcap Wealth Management reduced its Lockheed Martin (LMT) stake by 9.1% in Q1 2026, selling an estimated $276K and leaving 4,464 shares worth $2.7M. The position accounts for 0.31% of the portfolio, ranked #71.

Quadcap Wealth Management first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.73M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Quadcap Wealth Management held 4,464 shares of Lockheed Martin worth $2.7M as of Q1 2026.
Quadcap Wealth Management sold 448 Lockheed Martin shares in Q1 2026, an estimated $276K.
Lockheed Martin made up 0.31% of Quadcap Wealth Management's portfolio in Q1 2026, its #71 holding.
Quadcap Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's Lockheed Martin position peaked at $3.73M in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.