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Reston Wealth Management’s Lockheed Martin LMT Stock Holding History

Reston 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 		$388K Sell
643
-22
-3% -$13.6K 0.12% 39
2025
Q4 		$322K Buy
665
+25
+4% +$12K 0.1% 44
2025
Q3 		$320K Buy
640
+102
+19% +$46.3K 0.1% 40
2025
Q2 		$249K Buy
538
+5
+0.9% +$2.34K 0.09% 47
2025
Q1 		$238K Buy
533
+23
+5% +$10.6K 0.1% 45
2024
Q4 		$248K Hold
510
– – 0.09% 43
2024
Q3 		$298K Buy
510
+1
+0.2% +$537 0.11% 38
2024
Q2 		$238K Sell
509
-14
-3% -$6.47K 0.1% 45
2024
Q1 		$238K Sell
523
-11
-2% -$4.82K 0.1% 47
2023
Q4 		$242K Hold
534
– – 0.11% 44
2023
Q3 		$218K Sell
534
-9
-2% -$3.99K 0.11% 47
2023
Q2 		$250K Buy
543
+27
+5% +$12.5K 0.12% 42
2023
Q1 		$244K Sell
516
-13
-2% -$6.1K 0.13% 39
2022
Q4 		$257K Sell
529
-20
-4% -$9.29K 0.14% 40
2022
Q3 		$212K Sell
549
-12
-2% -$5.01K 0.13% 47
2022
Q2 		$241K Sell
561
-86
-13% -$37.8K 0.13% 52
2022
Q1 		$286K Sell
647
-50
-7% -$20.3K 0.15% 43
2021
Q4 		$248K Buy
697
+10
+1% +$3.46K 0.12% 48
2021
Q3 		$237K Sell
687
-47
-6% -$17K 0.12% 46
2021
Q2 		$278K Buy
734
+27
+4% +$10.4K 0.14% 40
2021
Q1 		$261K Sell
707
-29
-4% -$9.95K 0.14% 40
2020
Q4 		$261K Sell
736
-48
-6% -$17.6K 0.15% 39
2020
Q3 		$300K Sell
784
-50
-6% -$19.1K 0.19% 32
2020
Q2 		$304K Sell
834
-49
-6% -$18.5K 0.21% 31
2020
Q1 		$299K Sell
883
-18
-2% -$7.08K 0.24% 32
2019
Q4 		$351K Sell
901
-20
-2% -$7.67K 0.28% 31
2019
Q3 		$359K Buy
921
+39
+4% +$14.7K 0.32% 29
2019
Q2 		$321K Hold
882
– – 0.25% 37
2019
Q1 		$293K Buy
+882
New +$259K 0.23% 40

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

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

Reston Wealth Management reduced its Lockheed Martin (LMT) stake by 3.3% in Q1 2026, selling an estimated $13.6K and leaving 643 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #39.

Reston Wealth Management first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Reston Wealth Management held 643 shares of Lockheed Martin worth $388K as of Q1 2026.
  • Reston Wealth Management sold 22 Lockheed Martin shares in Q1 2026, an estimated $13.6K.
  • Lockheed Martin made up 0.12% of Reston Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Reston Wealth Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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