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Simplicity Wealth’s Lockheed Martin LMT Stock Holding History

Simplicity Wealth’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 		$2.3M Sell
3,807
-93
-2% -$57.3K 0.13% 161
2025
Q4 		$1.89M Sell
3,900
-278
-7% -$133K 0.11% 184
2025
Q3 		$2.09M Sell
4,178
-4,787
-53% -$2.17M 0.12% 184
2025
Q2 		$4.15M Buy
8,965
+3,857
+76% +$1.81M 0.17% 132
2025
Q1 		$2.28M Buy
5,108
+3,605
+240% +$1.66M 0.18% 137
2024
Q4 		$730K Sell
1,503
-2,779
-65% -$1.51M 0.15% 117
2024
Q3 		$2.5M Sell
4,282
-6,219
-59% -$3.34M 0.23% 93
2024
Q2 		$4.9M Buy
10,501
+175
+2% +$80.9K 0.11% 185
2024
Q1 		$4.7M Buy
10,326
+9,015
+688% +$3.95M 0.11% 183
2023
Q4 		$594K Buy
+1,311
New +$581K 0.23% 76

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

Simplicity Wealth's LMT Position: Q1 2026 in Review

Simplicity Wealth reduced its Lockheed Martin (LMT) stake by 2.4% in Q1 2026, selling an estimated $57.3K and leaving 3,807 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #161.

Simplicity Wealth first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.9M in Q2 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Simplicity Wealth held 3,807 shares of Lockheed Martin worth $2.3M as of Q1 2026.
  • Simplicity Wealth sold 93 Lockheed Martin shares in Q1 2026, an estimated $57.3K.
  • Lockheed Martin made up 0.13% of Simplicity Wealth's portfolio in Q1 2026, its #161 holding.
  • Simplicity Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Lockheed Martin position peaked at $4.9M in Q2 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.