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

Redwood 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 		$627K Buy
1,038
+2
+0.2% +$1.23K 0.27% 78
2025
Q4 		$501K Buy
1,036
+13
+1% +$6.22K 0.21% 92
2025
Q3 		$511K Buy
1,023
+37
+4% +$16.8K 0.22% 98
2025
Q2 		$457K Buy
986
+72
+8% +$33.7K 0.21% 106
2025
Q1 		$409K Hold
914
– – 0.21% 103
2024
Q4 		$444K Buy
914
+2
+0.2% +$1.09K 0.22% 104
2024
Q3 		$533K Sell
912
-62
-6% -$33.3K 0.26% 81
2024
Q2 		$455K Buy
974
+125
+15% +$57.8K 0.34% 61
2024
Q1 		$386K Sell
849
-3
-0.4% -$1.31K 0.41% 75
2023
Q4 		$386K Sell
852
-25
-3% -$11.1K 0.43% 73
2023
Q3 		$359K Buy
877
+12
+1% +$5.32K 0.42% 75
2023
Q2 		$398K Buy
865
+27
+3% +$12.5K 0.44% 72
2023
Q1 		$396K Buy
838
+4
+0.5% +$1.88K 0.45% 66
2022
Q4 		$406K Buy
+834
New +$388K 0.51% 58

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

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

Redwood Wealth Management Group increased its Lockheed Martin (LMT) stake by 0.19% in Q1 2026, buying an estimated $1.23K and bringing the position to 1,038 shares worth $627K. The position accounts for 0.27% of the portfolio, ranked #78.

Redwood Wealth Management Group first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Redwood Wealth Management Group held 1,038 shares of Lockheed Martin worth $627K as of Q1 2026.
  • Redwood Wealth Management Group bought 2 Lockheed Martin shares in Q1 2026, an estimated $1.23K.
  • Lockheed Martin made up 0.27% of Redwood Wealth Management Group's portfolio in Q1 2026, its #78 holding.
  • Redwood Wealth Management Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.