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TCFG Wealth Management’s Lockheed Martin LMT Stock Holding History

TCFG 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 		$332K Buy
549
+11
+2% +$6.78K 0.12% 175
2025
Q4 		$260K Buy
538
+6
+1% +$2.87K 0.1% 210
2025
Q3 		$266K Hold
532
– – 0.1% 208
2025
Q2 		$247K Sell
532
-47
-8% -$22K 0.11% 214
2025
Q1 		$259K Buy
+579
New +$267K 0.13% 190
2024
Q4 		– Sell
-369
Closed -$216K – 239
2024
Q3 		$216K Buy
+369
New +$198K 0.11% 200

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

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

TCFG Wealth Management increased its Lockheed Martin (LMT) stake by 2% in Q1 2026, buying an estimated $6.78K and bringing the position to 549 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #175.

TCFG Wealth Management first reported a position in LMT in Q3 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • TCFG Wealth Management held 549 shares of Lockheed Martin worth $332K as of Q1 2026.
  • TCFG Wealth Management bought 11 Lockheed Martin shares in Q1 2026, an estimated $6.78K.
  • Lockheed Martin made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #175 holding.
  • TCFG Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 6 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.