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RMG Wealth Management’s Lockheed Martin LMT Stock Holding History

RMG 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 		$1.28M Sell
2,500
-493
-16% -$304K 0.15% 18
2025
Q4 		$1.75M Sell
2,993
-400
-12% -$191K 0.23% 15
2025
Q3 		$1.65M Hold
3,393
– – 0.23% 14
2025
Q2 		$1.58M Buy
+3,393
New +$1.59M 0.24% 14

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

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

RMG Wealth Management reduced its Lockheed Martin (LMT) stake by 16% in Q1 2026, selling an estimated $304K and leaving 2,500 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #18.

RMG Wealth Management first reported a position in LMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q4 2025. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • RMG Wealth Management held 2,500 shares of Lockheed Martin worth $1.28M as of Q1 2026.
  • RMG Wealth Management sold 493 Lockheed Martin shares in Q1 2026, an estimated $304K.
  • Lockheed Martin made up 0.15% of RMG Wealth Management's portfolio in Q1 2026, its #18 holding.
  • RMG Wealth Management first reported a position in Lockheed Martin in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Lockheed Martin position peaked at $1.75M in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.