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TFC Financial Management’s Lockheed Martin LMT Stock Holding History

TFC Financial 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 		$201K Hold
333
– – 0.02% 128
2025
Q4 		$161K Buy
333
+325
+4,063% +$156K 0.02% 146
2025
Q3 		$4.01K Hold
8
– – ﹤0.01% 479
2025
Q2 		$3.72K Sell
8
-35
-81% -$16.4K ﹤0.01% 447
2025
Q1 		$19.2K Sell
43
-42
-49% -$19.3K ﹤0.01% 322
2024
Q4 		$41.3K Sell
85
-15
-15% -$8.18K 0.01% 261
2024
Q3 		$58.5K Buy
100
+23
+30% +$12.3K 0.01% 243
2024
Q2 		$36K Buy
77
+1
+1% +$462 0.01% 261
2024
Q1 		$34.6K Sell
76
-13
-15% -$5.7K 0.01% 261
2023
Q4 		$40.4K Buy
89
+60
+207% +$26.6K 0.01% 243
2023
Q3 		$11.9K Sell
29
-9
-24% -$3.99K ﹤0.01% 331
2023
Q2 		$17.5K Buy
38
+33
+660% +$15.3K ﹤0.01% 297
2023
Q1 		$2.38K Hold
5
– – ﹤0.01% 448
2022
Q4 		$2.45K Hold
5
– – ﹤0.01% 383
2022
Q3 		$2K Hold
5
– – ﹤0.01% 411
2022
Q2 		$2K Buy
5
+2
+67% +$878 ﹤0.01% 411
2022
Q1 		$1K Hold
3
– – ﹤0.01% 491
2021
Q4 		$1K Sell
3
-41
-93% -$14.2K ﹤0.01% 539
2021
Q3 		$15K Buy
44
+38
+633% +$13.8K 0.01% 298
2021
Q2 		$2K Hold
6
– – ﹤0.01% 453
2021
Q1 		$2K Hold
6
– – ﹤0.01% 444
2020
Q4 		$2K Sell
6
-4
-40% -$1.47K ﹤0.01% 437
2020
Q3 		$4K Buy
+10
New +$3.82K ﹤0.01% 350

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

TFC Financial Management's LMT Position: Q1 2026 in Review

TFC Financial Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 333 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #128.

TFC Financial Management first reported a position in LMT in Q3 2020 and has held it in 23 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • TFC Financial Management held 333 shares of Lockheed Martin worth $201K as of Q1 2026.
  • TFC Financial Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.02% of TFC Financial Management's portfolio in Q1 2026, its #128 holding.
  • TFC Financial Management first reported a position in Lockheed Martin in Q3 2020 and has held it in 23 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.