SMART Wealth’s Lockheed Martin LMT Stock Holding History

SMART 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	$301K	Sell	497 -9	-2%	-$5.54K	0.09%	166
2025 Q4	$245K	Buy	506 +5	+1%	+$2.39K	0.07%	162
2025 Q3	$250K	Sell	501 -12	-2%	-$5.45K	0.09%	125
2025 Q2	$238K	Buy	513 +3	+0.6%	+$1.4K	0.07%	153
2025 Q1	$228K	Sell	510 -5	-1%	-$2.3K	0.08%	145
2024 Q4	$250K	Sell	515 -192	-27%	-$105K	0.09%	128
2024 Q3	$413K	Sell	707 -229	-24%	-$123K	0.16%	98
2024 Q2	$437K	Buy	936 +115	+14%	+$53.1K	0.18%	86
2024 Q1	$373K	Buy	821 +249	+44%	+$109K	0.17%	80
2023 Q4	$259K	Buy	572 +78	+16%	+$34.6K	0.14%	71
2023 Q3	$202K	Sell	494 -4	-0.8%	-$1.77K	0.15%	68
2023 Q2	$229K	Sell	498 -13	-3%	-$6.03K	0.17%	74
2023 Q1	$242K	Sell	511 -26	-5%	-$12.2K	0.21%	63
2022 Q4	$261K	Buy	+537	New	+$250K	0.2%	71

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

SMART Wealth's LMT Position: Q1 2026 in Review

SMART Wealth reduced its Lockheed Martin (LMT) stake by 1.8% in Q1 2026, selling an estimated $5.54K and leaving 497 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #166.

SMART Wealth first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $437K in Q2 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

SMART Wealth held 497 shares of Lockheed Martin worth $301K as of Q1 2026.
SMART Wealth sold 9 Lockheed Martin shares in Q1 2026, an estimated $5.54K.
Lockheed Martin made up 0.09% of SMART Wealth's portfolio in Q1 2026, its #166 holding.
SMART Wealth first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
SMART Wealth's Lockheed Martin position peaked at $437K in Q2 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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