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Total Wealth Planning & Management’s Lockheed Martin LMT Stock Holding History

Total Wealth Planning & 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 		$891K Sell
1,474
-2,874
-66% -$1.77M 0.66% 47
2025
Q4 		$2.1M Buy
+4,348
New +$2.08M 1.56% 11
2025
Q2 		$760K Sell
1,641
-37
-2% -$17.3K 0.62% 45
2025
Q1 		$750K Buy
1,678
+195
+13% +$89.8K 0.71% 35
2024
Q4 		$721K Buy
+1,483
New +$808K 0.65% 37

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

Total Wealth Planning & Management's LMT Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Lockheed Martin (LMT) stake by 66% in Q1 2026, selling an estimated $1.77M and leaving 1,474 shares worth $891K. The position accounts for 0.66% of the portfolio, ranked #47.

Total Wealth Planning & Management first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2025. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Total Wealth Planning & Management held 1,474 shares of Lockheed Martin worth $891K as of Q1 2026.
  • Total Wealth Planning & Management sold 2,874 Lockheed Martin shares in Q1 2026, an estimated $1.77M.
  • Lockheed Martin made up 0.66% of Total Wealth Planning & Management's portfolio in Q1 2026, its #47 holding.
  • Total Wealth Planning & Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Lockheed Martin position peaked at $2.1M in Q4 2025.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.