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Strategic Wealth Partners’s Lockheed Martin LMT Stock Holding History

Strategic Wealth Partners’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 		$636K Sell
1,053
-13
-1% -$8.01K 0.04% 178
2025
Q4 		$516K Sell
1,066
-23
-2% -$11K 0.04% 200
2025
Q3 		$544K Sell
1,089
-4
-0.4% -$1.81K 0.04% 219
2025
Q2 		$506K Buy
+1,093
New +$512K 0.04% 210
2024
Q4 		$579K Buy
1,332
+147
+12% +$80.1K 0.05% 192
2024
Q3 		$693K Sell
1,185
-37
-3% -$19.9K 0.07% 170
2024
Q2 		$571K Sell
1,222
-42
-3% -$19.4K 0.06% 181
2024
Q1 		$575K Sell
1,264
-476
-27% -$209K 0.06% 183
2023
Q4 		$789K Sell
1,740
-3,283
-65% -$1.45M 0.1% 147
2023
Q3 		$2.05M Sell
5,023
-418
-8% -$185K 0.27% 98
2023
Q2 		$2.5M Sell
5,441
-55
-1% -$25.5K 0.32% 93
2023
Q1 		$2.6M Sell
5,496
-209
-4% -$98K 0.4% 75
2022
Q4 		$2.78M Sell
5,705
-307
-5% -$143K 0.52% 53
2022
Q3 		$2.32M Sell
6,012
-3
-0% -$1.25K 0.49% 61
2022
Q2 		$2.59M Sell
6,015
-7,130
-54% -$3.13M 0.56% 57
2022
Q1 		$5.8M Sell
13,145
-962
-7% -$390K 1.13% 15
2021
Q4 		$5.01M Buy
+14,107
New +$4.88M 0.95% 23
2019
Q4 		– Sell
-228
Closed -$48K – 341
2019
Q3 		$48K Sell
228
-55
-19% -$20.7K 0.25% 82
2019
Q2 		$103K Buy
+283
New +$94.7K 0.05% 175
2018
Q2 		– Sell
-80
Closed -$27K – 798
2018
Q1 		$27K Hold
80
– – 0.01% 310
2017
Q4 		$25K Buy
+80
New +$25.2K 0.01% 300

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

Strategic Wealth Partners's LMT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Lockheed Martin (LMT) stake by 1.2% in Q1 2026, selling an estimated $8.01K and leaving 1,053 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #178.

Strategic Wealth Partners first reported a position in LMT in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.8M in Q1 2022. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Strategic Wealth Partners held 1,053 shares of Lockheed Martin worth $636K as of Q1 2026.
  • Strategic Wealth Partners sold 13 Lockheed Martin shares in Q1 2026, an estimated $8.01K.
  • Lockheed Martin made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #178 holding.
  • Strategic Wealth Partners first reported a position in Lockheed Martin in Q4 2017 and has held it in 21 quarters since.
  • Strategic Wealth Partners's Lockheed Martin position peaked at $5.8M in Q1 2022.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.