TWM
LMT icon

Topsail Wealth Management’s Lockheed Martin LMT Stock Holding History

Topsail 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 		$734K Buy
1,214
+80
+7% +$49.3K 0.11% 64
2025
Q4 		$548K Buy
1,134
+11
+1% +$5.26K 0.08% 79
2025
Q3 		$561K Buy
1,123
+456
+68% +$207K 0.09% 72
2025
Q2 		$309K Sell
667
-96
-13% -$44.9K 0.06% 107
2025
Q1 		$341K Buy
763
+1
+0.1% +$460 0.07% 94
2024
Q4 		$370K Buy
+762
New +$415K 0.08% 72

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

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

Topsail Wealth Management increased its Lockheed Martin (LMT) stake by 7.1% in Q1 2026, buying an estimated $49.3K and bringing the position to 1,214 shares worth $734K. The position accounts for 0.11% of the portfolio, ranked #64.

Topsail Wealth Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Topsail Wealth Management held 1,214 shares of Lockheed Martin worth $734K as of Q1 2026.
  • Topsail Wealth Management bought 80 Lockheed Martin shares in Q1 2026, an estimated $49.3K.
  • Lockheed Martin made up 0.11% of Topsail Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Topsail Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.