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Vivid Wealth Management’s Lockheed Martin LMT Stock Holding History

Vivid 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 		$747K Sell
1,235
-24
-2% -$14.8K 0.3% 58
2025
Q4 		$609K Buy
1,259
+8
+0.6% +$3.83K 0.24% 58
2025
Q3 		$625K Buy
1,251
+7
+0.6% +$3.18K 0.25% 58
2025
Q2 		$576K Buy
1,244
+8
+0.6% +$3.75K 0.25% 56
2025
Q1 		$552K Buy
1,236
+3
+0.2% +$1.38K 0.28% 55
2024
Q4 		$599K Buy
1,233
+7
+0.6% +$3.82K 0.3% 51
2024
Q3 		$716K Buy
1,226
+4
+0.3% +$2.15K 0.37% 48
2024
Q2 		$571K Buy
1,222
+31
+3% +$14.3K 0.32% 54
2024
Q1 		$542K Sell
1,191
-7
-0.6% -$3.07K 0.34% 58
2023
Q4 		$543K Buy
+1,198
New +$531K 0.37% 48

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

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

Vivid Wealth Management reduced its Lockheed Martin (LMT) stake by 1.9% in Q1 2026, selling an estimated $14.8K and leaving 1,235 shares worth $747K. The position accounts for 0.3% of the portfolio, ranked #58.

Vivid Wealth Management first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Vivid Wealth Management held 1,235 shares of Lockheed Martin worth $747K as of Q1 2026.
  • Vivid Wealth Management sold 24 Lockheed Martin shares in Q1 2026, an estimated $14.8K.
  • Lockheed Martin made up 0.3% of Vivid Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Vivid Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.