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VSM Wealth Advisory’s Lockheed Martin LMT Stock Holding History

VSM Wealth Advisory’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 		$763K Buy
829
+605
+270% +$373K 0.23% 43
2025
Q4 		$108K Hold
224
– – 0.03% 136
2025
Q3 		$112K Hold
224
– – 0.03% 124
2025
Q2 		$104K Hold
224
– – 0.03% 134
2025
Q1 		$100K Hold
224
– – 0.04% 127
2024
Q4 		$109K Buy
+224
New +$122K 0.04% 125

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

VSM Wealth Advisory's LMT Position: Q1 2026 in Review

VSM Wealth Advisory increased its Lockheed Martin (LMT) stake by 270% in Q1 2026, buying an estimated $373K and bringing the position to 829 shares worth $763K. The position accounts for 0.23% of the portfolio, ranked #43.

VSM Wealth Advisory 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.

  • VSM Wealth Advisory held 829 shares of Lockheed Martin worth $763K as of Q1 2026.
  • VSM Wealth Advisory bought 605 Lockheed Martin shares in Q1 2026, an estimated $373K.
  • Lockheed Martin made up 0.23% of VSM Wealth Advisory's portfolio in Q1 2026, its #43 holding.
  • VSM Wealth Advisory 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 VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.