Walser Wealth Management’s Lockheed Martin LMT Stock Holding History

Walser 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	–	Sell	-565	Closed	-$273K	–	196
2025 Q4	$273K	Buy	+565	New	+$270K	0.14%	109

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Walser Wealth Management sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 565 shares — an estimated $273K sold.

Walser Wealth Management first reported a position in LMT in Q4 2025 and held it in 1 quarter. The position peaked at $273K in Q4 2025. 2,924 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Walser Wealth Management reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
Walser Wealth Management sold 565 Lockheed Martin shares in Q1 2026, an estimated $273K.
Walser Wealth Management first reported a position in Lockheed Martin in Q4 2025 and held it in 1 quarter.
Walser Wealth Management's Lockheed Martin position peaked at $273K in Q4 2025.
2,924 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.