TWM
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Tradition Wealth Management’s Lockheed Martin LMT Stock Holding History

Tradition 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 		$523K Buy
865
+82
+10% +$50.5K 0.04% 282
2025
Q4 		$379K Sell
783
-181
-19% -$86.6K 0.03% 333
2025
Q3 		$481K Sell
964
-161
-14% -$73K 0.04% 296
2025
Q2 		$521K Sell
1,125
-110
-9% -$51.5K 0.04% 263
2025
Q1 		$552K Buy
1,235
+215
+21% +$99K 0.05% 238
2024
Q4 		$496K Sell
1,020
-236
-19% -$129K 0.04% 244
2024
Q3 		$734K Buy
1,256
+4
+0.3% +$2.15K 0.07% 191
2024
Q2 		$585K Sell
1,252
-15
-1% -$6.93K 0.06% 213
2024
Q1 		$576K Buy
1,267
+3
+0.2% +$1.31K 0.06% 204
2023
Q4 		$573K Buy
1,264
+1
+0.1% +$443 0.06% 169
2023
Q3 		$516K Hold
1,263
– – 0.06% 175
2023
Q2 		$582K Buy
1,263
+106
+9% +$49.2K 0.07% 162
2023
Q1 		$547K Buy
1,157
+826
+250% +$387K 0.07% 163
2022
Q4 		$161K Hold
331
– – 0.02% 295
2022
Q3 		$128K Buy
331
+4
+1% +$1.67K 0.02% 320
2022
Q2 		$141K Buy
327
+1
+0.3% +$439 0.02% 306
2022
Q1 		$144K Buy
326
+1
+0.3% +$405 0.02% 336
2021
Q4 		$115K Sell
325
-141
-30% -$48.8K 0.01% 379
2021
Q3 		$161K Buy
466
+1
+0.2% +$362 0.02% 303
2021
Q2 		$176K Buy
465
+1
+0.2% +$384 0.03% 303
2021
Q1 		$171K Buy
464
+3
+0.7% +$1.03K 0.03% 267
2020
Q4 		$164K Buy
+461
New +$169K 0.03% 249

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

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

Tradition Wealth Management increased its Lockheed Martin (LMT) stake by 10% in Q1 2026, buying an estimated $50.5K and bringing the position to 865 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #282.

Tradition Wealth Management first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $734K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Tradition Wealth Management held 865 shares of Lockheed Martin worth $523K as of Q1 2026.
  • Tradition Wealth Management bought 82 Lockheed Martin shares in Q1 2026, an estimated $50.5K.
  • Lockheed Martin made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Tradition Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Lockheed Martin position peaked at $734K in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.