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Semus Wealth Partners’s Lockheed Martin LMT Stock Holding History

Semus 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 		$759K Sell
1,256
-197
-14% -$121K 0.42% 47
2025
Q4 		$703K Buy
1,453
+305
+27% +$146K 0.38% 48
2025
Q3 		$573K Buy
1,148
+314
+38% +$142K 0.32% 53
2025
Q2 		$386K Buy
834
+5
+0.6% +$2.34K 0.25% 71
2025
Q1 		$370K Buy
829
+170
+26% +$78.3K 0.26% 68
2024
Q4 		$320K Buy
659
+105
+19% +$57.2K 0.21% 76
2024
Q3 		$324K Buy
554
+2
+0.4% +$1.07K 0.23% 86
2024
Q2 		$258K Buy
552
+6
+1% +$2.77K 0.2% 89
2024
Q1 		$248K Buy
546
+3
+0.6% +$1.31K 0.21% 105
2023
Q4 		$246K Sell
543
-63
-10% -$27.9K 0.2% 103
2023
Q3 		$248K Sell
606
-21
-3% -$9.32K 0.23% 94
2023
Q2 		$289K Hold
627
– – 0.27% 84
2023
Q1 		$297K Buy
627
+25
+4% +$11.7K 0.32% 80
2022
Q4 		$293K Buy
+602
New +$280K 0.36% 71

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

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

Semus Wealth Partners reduced its Lockheed Martin (LMT) stake by 14% in Q1 2026, selling an estimated $121K and leaving 1,256 shares worth $759K. The position accounts for 0.42% of the portfolio, ranked #47.

Semus Wealth Partners 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.

  • Semus Wealth Partners held 1,256 shares of Lockheed Martin worth $759K as of Q1 2026.
  • Semus Wealth Partners sold 197 Lockheed Martin shares in Q1 2026, an estimated $121K.
  • Lockheed Martin made up 0.42% of Semus Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Semus Wealth Partners 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 Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.