SFG Wealth Management’s Lockheed Martin LMT Stock Holding History

SFG 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	$573K	Buy	948 +16	+2%	+$9.86K	0.24%	59
2025 Q4	$451K	Hold	932	–	–	0.18%	84
2025 Q3	$465K	Sell	932 -104	-10%	-$47.2K	0.2%	83
2025 Q2	$480K	Hold	1,036	–	–	0.29%	47
2025 Q1	$463K	Buy	1,036 +13	+1%	+$5.98K	0.23%	76
2024 Q4	$497K	Buy	1,023 +1	+0.1%	+$545	0.26%	55
2024 Q3	$598K	Hold	1,022	–	–	0.32%	50
2024 Q2	$477K	Sell	1,022 -9	-0.9%	-$4.16K	0.27%	54
2024 Q1	$469K	Hold	1,031	–	–	0.28%	54
2023 Q4	$467K	Buy	1,031 +1	+0.1%	+$443	0.31%	50
2023 Q3	$421K	Buy	1,030 +1	+0.1%	+$444	0.33%	50
2023 Q2	$474K	Buy	1,029 +98	+11%	+$45.5K	0.4%	46
2023 Q1	$440K	Hold	931	–	–	0.49%	38
2022 Q4	$453K	Buy	931 +3	+0.3%	+$1.39K	0.56%	35
2022 Q3	$358K	Sell	928 -59	-6%	-$24.6K	0.48%	45
2022 Q2	$424K	Buy	987 +17	+2%	+$7.46K	0.49%	48
2022 Q1	$428K	Sell	970 -5	-0.5%	-$2.03K	0.4%	50
2021 Q4	$347K	Buy	+975	New	+$337K	0.31%	65

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SFG Wealth Management increased its Lockheed Martin (LMT) stake by 1.7% in Q1 2026, buying an estimated $9.86K and bringing the position to 948 shares worth $573K. The position accounts for 0.24% of the portfolio, ranked #59.

SFG Wealth Management first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $598K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

SFG Wealth Management held 948 shares of Lockheed Martin worth $573K as of Q1 2026.
SFG Wealth Management bought 16 Lockheed Martin shares in Q1 2026, an estimated $9.86K.
Lockheed Martin made up 0.24% of SFG Wealth Management's portfolio in Q1 2026, its #59 holding.
SFG Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
SFG Wealth Management's Lockheed Martin position peaked at $598K in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.