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Wealth Dimensions Group’s Lockheed Martin LMT Stock Holding History

Wealth Dimensions Group’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 		$563K Sell
932
-31
-3% -$19.1K 0.11% 98
2025
Q4 		$466K Sell
963
-454
-32% -$217K 0.09% 105
2025
Q3 		$707K Sell
1,417
-18
-1% -$8.17K 0.15% 82
2025
Q2 		$665K Sell
1,435
-28
-2% -$13.1K 0.15% 85
2025
Q1 		$653K Buy
1,463
+151
+12% +$69.5K 0.16% 78
2024
Q4 		$637K Sell
1,312
-87
-6% -$47.4K 0.16% 76
2024
Q3 		$818K Buy
1,399
+3
+0.2% +$1.61K 0.21% 61
2024
Q2 		$652K Sell
1,396
-199
-12% -$92K 0.19% 68
2024
Q1 		$726K Sell
1,595
-3
-0.2% -$1.31K 0.21% 61
2023
Q4 		$724K Sell
1,598
-9
-0.6% -$3.99K 0.23% 53
2023
Q3 		$657K Buy
1,607
+157
+11% +$69.7K 0.24% 55
2023
Q2 		$668K Buy
1,450
+4
+0.3% +$1.86K 0.24% 55
2023
Q1 		$683K Sell
1,446
-100
-6% -$46.9K 0.26% 51
2022
Q4 		$752K Buy
1,546
+3
+0.2% +$1.39K 0.31% 48
2022
Q3 		$596K Sell
1,543
-2
-0.1% -$835 0.29% 46
2022
Q2 		$664K Buy
1,545
+4
+0.3% +$1.76K 0.32% 48
2022
Q1 		$680K Buy
1,541
+244
+19% +$98.9K 0.31% 53
2021
Q4 		$461K Buy
1,297
+96
+8% +$33.2K 0.23% 81
2021
Q3 		$415K Buy
1,201
+16
+1% +$5.79K 0.27% 81
2021
Q2 		$448K Sell
1,185
-17
-1% -$6.54K 0.3% 72
2021
Q1 		$444K Hold
1,202
– – 0.34% 66
2020
Q4 		$427K Buy
+1,202
New +$442K 0.37% 59

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

Wealth Dimensions Group's LMT Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Lockheed Martin (LMT) stake by 3.2% in Q1 2026, selling an estimated $19.1K and leaving 932 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #98.

Wealth Dimensions Group first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $818K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wealth Dimensions Group held 932 shares of Lockheed Martin worth $563K as of Q1 2026.
  • Wealth Dimensions Group sold 31 Lockheed Martin shares in Q1 2026, an estimated $19.1K.
  • Lockheed Martin made up 0.11% of Wealth Dimensions Group's portfolio in Q1 2026, its #98 holding.
  • Wealth Dimensions Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Lockheed Martin position peaked at $818K in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.