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Tred Avon Family Wealth’s Lockheed Martin LMT Stock Holding History

Tred Avon Family 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 		$559K Buy
925
+137
+17% +$84.4K 0.19% 156
2025
Q4 		$381K Hold
788
– – 0.12% 187
2025
Q3 		$393K Buy
+788
New +$358K 0.14% 177

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

Tred Avon Family Wealth's LMT Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Lockheed Martin (LMT) stake by 17% in Q1 2026, buying an estimated $84.4K and bringing the position to 925 shares worth $559K. The position accounts for 0.19% of the portfolio, ranked #156.

Tred Avon Family Wealth first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Tred Avon Family Wealth held 925 shares of Lockheed Martin worth $559K as of Q1 2026.
  • Tred Avon Family Wealth bought 137 Lockheed Martin shares in Q1 2026, an estimated $84.4K.
  • Lockheed Martin made up 0.19% of Tred Avon Family Wealth's portfolio in Q1 2026, its #156 holding.
  • Tred Avon Family Wealth first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.