SWM
LMT icon

Stockman Wealth Management’s Lockheed Martin LMT Stock Holding History

Stockman 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 		$13.9M Buy
23,022
+60
+0.3% +$37K 1.54% 25
2025
Q4 		$11.1M Buy
22,962
+1,011
+5% +$484K 1.29% 31
2025
Q3 		$11M Buy
21,951
+753
+4% +$342K 1.36% 29
2025
Q2 		$9.82M Buy
21,198
+589
+3% +$276K 1.33% 31
2025
Q1 		$9.21M Buy
20,609
+2,127
+12% +$979K 1.36% 31
2024
Q4 		$8.98M Buy
18,482
+545
+3% +$297K 1.41% 26
2024
Q3 		$10.5M Buy
17,937
+331
+2% +$178K 1.63% 23
2024
Q2 		$8.22M Buy
17,606
+507
+3% +$234K 1.44% 25
2024
Q1 		$7.78M Buy
17,099
+500
+3% +$219K 1.37% 28
2023
Q4 		$7.52M Buy
16,599
+292
+2% +$129K 1.5% 27
2023
Q3 		$6.67M Buy
16,307
+68
+0.4% +$30.2K 1.47% 28
2023
Q2 		$7.48M Buy
16,239
+404
+3% +$188K 1.61% 22
2023
Q1 		$7.49M Sell
15,835
-40
-0.3% -$18.8K 1.67% 22
2022
Q4 		$7.72M Sell
15,875
-877
-5% -$408K 1.77% 21
2022
Q3 		$6.47M Buy
16,752
+184
+1% +$76.8K 1.75% 23
2022
Q2 		$7.12M Buy
16,568
+168
+1% +$73.8K 1.82% 20
2022
Q1 		$7.24M Buy
16,400
+41
+0.3% +$16.6K 1.5% 23
2021
Q4 		$5.81M Buy
16,359
+82
+0.5% +$28.4K 1.19% 35
2021
Q3 		$5.62M Buy
16,277
+1,822
+13% +$659K 1.25% 27
2021
Q2 		$5.47M Buy
+14,455
New +$5.56M 1.31% 28

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

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

Stockman Wealth Management increased its Lockheed Martin (LMT) stake by 0.26% in Q1 2026, buying an estimated $37K and bringing the position to 23,022 shares worth $13.9M. The position accounts for 1.54% of the portfolio, ranked #25.

Stockman Wealth Management first reported a position in LMT in Q2 2021 and has held it in 20 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stockman Wealth Management held 23,022 shares of Lockheed Martin worth $13.9M as of Q1 2026.
  • Stockman Wealth Management bought 60 Lockheed Martin shares in Q1 2026, an estimated $37K.
  • Lockheed Martin made up 1.54% of Stockman Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Stockman Wealth Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 20 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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