SPWM
LMT icon

Schrum Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Schrum Private 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 		$1.86M Sell
3,084
-170
-5% -$105K 1.42% 17
2025
Q4 		$1.57M Sell
3,254
-32
-1% -$15.3K 1.16% 20
2025
Q3 		$1.64M Buy
3,286
+38
+1% +$17.2K 1.2% 19
2025
Q2 		$1.5M Buy
3,248
+25
+0.8% +$11.7K 1.21% 23
2025
Q1 		$1.44M Hold
3,223
– – 1.27% 21
2024
Q4 		$1.57M Sell
3,223
-1,249
-28% -$681K 1.33% 21
2024
Q3 		$2.61M Buy
4,472
+1,135
+34% +$609K 1.35% 16
2024
Q2 		$1.56M Sell
3,337
-25
-0.7% -$11.6K 1.41% 18
2024
Q1 		$1.53M Buy
3,362
+1,230
+58% +$539K 1.39% 18
2023
Q4 		$966K Sell
2,132
-1,376
-39% -$610K 1.37% 18
2023
Q3 		$1.43M Buy
3,508
+1
+0% +$444 1.64% 15
2023
Q2 		$1.61M Hold
3,507
– – 1.75% 12
2023
Q1 		$1.66M Sell
3,507
-252
-7% -$118K 1.91% 11
2022
Q4 		$1.83M Sell
3,759
-154
-4% -$71.6K 2.17% 9
2022
Q3 		$1.51M Sell
3,913
-1,294
-25% -$540K 1.91% 9
2022
Q2 		$2.24M Hold
5,207
– – 2.53% 6
2022
Q1 		$2.31M Sell
5,207
-36
-0.7% -$14.6K 2.32% 6
2021
Q4 		$1.86M Buy
+5,243
New +$1.81M 1.7% 12

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

Schrum Private Wealth Management's LMT Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Lockheed Martin (LMT) stake by 5.2% in Q1 2026, selling an estimated $105K and leaving 3,084 shares worth $1.86M. The position accounts for 1.42% of the portfolio, ranked #17.

Schrum Private Wealth Management first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.61M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Schrum Private Wealth Management held 3,084 shares of Lockheed Martin worth $1.86M as of Q1 2026.
  • Schrum Private Wealth Management sold 170 Lockheed Martin shares in Q1 2026, an estimated $105K.
  • Lockheed Martin made up 1.42% of Schrum Private Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Schrum Private Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Lockheed Martin position peaked at $2.61M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.