SWM
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SHP Wealth Management’s Lockheed Martin LMT Stock Holding History

SHP 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 		$258K Buy
427
+16
+4% +$9.86K 0.02% 218
2025
Q4 		$199K Buy
+411
New +$197K 0.02% 256

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

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

SHP Wealth Management increased its Lockheed Martin (LMT) stake by 3.9% in Q1 2026, buying an estimated $9.86K and bringing the position to 427 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #218.

SHP Wealth Management first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,920 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • SHP Wealth Management held 427 shares of Lockheed Martin worth $258K as of Q1 2026.
  • SHP Wealth Management bought 16 Lockheed Martin shares in Q1 2026, an estimated $9.86K.
  • Lockheed Martin made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #218 holding.
  • SHP Wealth Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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