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Sagespring Wealth Partners’s Lockheed Martin LMT Stock Holding History

Sagespring Wealth Partners’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 		$1.33M Buy
2,195
+91
+4% +$56.1K 0.02% 264
2025
Q4 		$1.02M Buy
2,104
+79
+4% +$37.8K 0.02% 308
2025
Q3 		$1.01M Sell
2,025
-312
-13% -$142K 0.02% 300
2025
Q2 		$1.08M Buy
2,337
+523
+29% +$245K 0.02% 274
2025
Q1 		$810K Sell
1,814
-157
-8% -$72.3K 0.02% 279
2024
Q4 		$958K Buy
+1,971
New +$1.07M 0.03% 226

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

Sagespring Wealth Partners's LMT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Lockheed Martin (LMT) stake by 4.3% in Q1 2026, buying an estimated $56.1K and bringing the position to 2,195 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #264.

Sagespring Wealth Partners first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sagespring Wealth Partners held 2,195 shares of Lockheed Martin worth $1.33M as of Q1 2026.
  • Sagespring Wealth Partners bought 91 Lockheed Martin shares in Q1 2026, an estimated $56.1K.
  • Lockheed Martin made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #264 holding.
  • Sagespring Wealth Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.