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Stillwater Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Stillwater Wealth Management Group’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 		$2.88M Buy
4,760
+387
+9% +$238K 1.78% 23
2025
Q4 		$2.12M Sell
4,373
-646
-13% -$309K 1.43% 28
2025
Q3 		$2.51M Buy
+5,019
New +$2.28M 1.75% 26
2025
Q1 		$2.62M Buy
5,870
+589
+11% +$271K 2.27% 24
2024
Q4 		$2.57M Buy
+5,281
New +$2.88M 2.3% 21

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stillwater Wealth Management Group's LMT Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Lockheed Martin (LMT) stake by 8.8% in Q1 2026, buying an estimated $238K and bringing the position to 4,760 shares worth $2.88M. The position accounts for 1.78% of the portfolio, ranked #23.

Stillwater Wealth Management Group first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. 2,938 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stillwater Wealth Management Group held 4,760 shares of Lockheed Martin worth $2.88M as of Q1 2026.
  • Stillwater Wealth Management Group bought 387 Lockheed Martin shares in Q1 2026, an estimated $238K.
  • Lockheed Martin made up 1.78% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #23 holding.
  • Stillwater Wealth Management Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.