Waypoint Wealth Counsel’s Lockheed Martin LMT Stock Holding History

Waypoint Wealth Counsel’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	$642K	Sell	1,062 -69	-6%	-$42.5K	0.33%	54
2025 Q4	$547K	Buy	+1,131	New	+$541K	0.2%	94
2025 Q3	–	Sell	-561	Closed	-$260K	–	282
2025 Q2	$260K	Buy	+561	New	+$263K	0.13%	137

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waypoint Wealth Counsel's LMT Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Lockheed Martin (LMT) stake by 6.1% in Q1 2026, selling an estimated $42.5K and leaving 1,062 shares worth $642K. The position accounts for 0.33% of the portfolio, ranked #54.

Waypoint Wealth Counsel first reported a position in LMT in Q2 2025 and has held it in 3 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Waypoint Wealth Counsel held 1,062 shares of Lockheed Martin worth $642K as of Q1 2026.
Waypoint Wealth Counsel sold 69 Lockheed Martin shares in Q1 2026, an estimated $42.5K.
Lockheed Martin made up 0.33% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #54 holding.
Waypoint Wealth Counsel first reported a position in Lockheed Martin in Q2 2025 and has held it in 3 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.