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TD Private Client Wealth’s Lockheed Martin LMT Stock Holding History

TD Private Client 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 		$3.31M Sell
5,471
-536
-9% -$330K 0.07% 185
2025
Q4 		$2.91M Sell
6,007
-760
-11% -$364K 0.06% 199
2025
Q3 		$3.38M Buy
6,767
+2,214
+49% +$1M 0.08% 184
2025
Q2 		$2.11M Sell
4,553
-1,138
-20% -$533K 0.05% 231
2025
Q1 		$2.54M Sell
5,691
-3,918
-41% -$1.8M 0.07% 192
2024
Q4 		$4.67M Sell
9,609
-1,614
-14% -$880K 0.13% 120
2024
Q3 		$6.56M Buy
11,223
+52
+0.5% +$27.9K 0.19% 83
2024
Q2 		$5.22M Buy
11,171
+430
+4% +$199K 0.16% 94
2024
Q1 		$4.89M Sell
10,741
-84
-0.8% -$36.8K 0.16% 109
2023
Q4 		$4.91M Buy
10,825
+414
+4% +$183K 0.18% 100
2023
Q3 		$4.26M Sell
10,411
-353
-3% -$157K 0.18% 112
2023
Q2 		$4.96M Sell
10,764
-147
-1% -$68.2K 0.21% 106
2023
Q1 		$5.16M Buy
10,911
+676
+7% +$317K 0.23% 103
2022
Q4 		$4.98M Buy
10,235
+243
+2% +$113K 0.24% 100
2022
Q3 		$3.86M Sell
9,992
-227
-2% -$94.8K 0.2% 115
2022
Q2 		$4.39M Sell
10,219
-759
-7% -$333K 0.21% 112
2022
Q1 		$4.85M Sell
10,978
-4,693
-30% -$1.9M 0.21% 110
2021
Q4 		$5.57M Sell
15,671
-582
-4% -$201K 0.23% 96
2021
Q3 		$5.61M Buy
16,253
+594
+4% +$215K 0.24% 91
2021
Q2 		$5.92M Buy
15,659
+3,401
+28% +$1.31M 0.25% 88
2021
Q1 		$4.53M Buy
12,258
+2,907
+31% +$997K 0.21% 112
2020
Q4 		$3.32M Sell
9,351
-1,884
-17% -$693K 0.17% 137
2020
Q3 		$4.31M Buy
11,235
+1,167
+12% +$445K 0.24% 92
2020
Q2 		$3.67M Buy
10,068
+765
+8% +$289K 0.21% 99
2020
Q1 		$3.15M Buy
9,303
+89
+1% +$35K 0.23% 102
2019
Q4 		$3.59M Buy
+9,214
New +$3.54M 0.21% 120

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

TD Private Client Wealth's LMT Position: Q1 2026 in Review

TD Private Client Wealth reduced its Lockheed Martin (LMT) stake by 8.9% in Q1 2026, selling an estimated $330K and leaving 5,471 shares worth $3.31M. The position accounts for 0.07% of the portfolio, ranked #185.

TD Private Client Wealth first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.56M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • TD Private Client Wealth held 5,471 shares of Lockheed Martin worth $3.31M as of Q1 2026.
  • TD Private Client Wealth sold 536 Lockheed Martin shares in Q1 2026, an estimated $330K.
  • Lockheed Martin made up 0.07% of TD Private Client Wealth's portfolio in Q1 2026, its #185 holding.
  • TD Private Client Wealth first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Lockheed Martin position peaked at $6.56M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.