WP
LMT icon

WealthShield Partners’s Lockheed Martin LMT Stock Holding History

WealthShield Partners’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 		$2.64M Buy
4,363
+369
+9% +$227K 0.29% 99
2025
Q4 		$1.93M Buy
3,994
+943
+31% +$451K 0.21% 120
2025
Q3 		$1.52M Buy
3,051
+6
+0.2% +$2.72K 0.17% 137
2025
Q2 		$1.41M Sell
3,045
-82
-3% -$38.4K 0.17% 141
2025
Q1 		$1.4M Sell
3,127
-3,095
-50% -$1.42M 0.18% 133
2024
Q4 		$3.02M Sell
6,222
-206
-3% -$112K 0.43% 62
2024
Q3 		$3.76M Buy
6,428
+297
+5% +$159K 0.51% 54
2024
Q2 		$2.86M Buy
6,131
+743
+14% +$343K 0.44% 66
2024
Q1 		$2.47M Buy
5,388
+1,942
+56% +$851K 0.4% 74
2023
Q4 		$1.56M Buy
+3,446
New +$1.53M 0.26% 111
2021
Q3 		– Sell
-668
Closed -$253K – 514
2021
Q2 		$253K Buy
668
+133
+25% +$51.1K 0.04% 227
2021
Q1 		$198K Buy
+535
New +$184K 0.04% 257
2020
Q4 		– Sell
-655
Closed -$251K – 358
2020
Q3 		$251K Buy
655
+94
+17% +$35.9K 0.09% 214
2020
Q2 		$205K Buy
+561
New +$212K 0.09% 198

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

WealthShield Partners's LMT Position: Q1 2026 in Review

WealthShield Partners increased its Lockheed Martin (LMT) stake by 9.2% in Q1 2026, buying an estimated $227K and bringing the position to 4,363 shares worth $2.64M. The position accounts for 0.29% of the portfolio, ranked #99.

WealthShield Partners first reported a position in LMT in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.76M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • WealthShield Partners held 4,363 shares of Lockheed Martin worth $2.64M as of Q1 2026.
  • WealthShield Partners bought 369 Lockheed Martin shares in Q1 2026, an estimated $227K.
  • Lockheed Martin made up 0.29% of WealthShield Partners's portfolio in Q1 2026, its #99 holding.
  • WealthShield Partners first reported a position in Lockheed Martin in Q2 2020 and has held it in 14 quarters since.
  • WealthShield Partners's Lockheed Martin position peaked at $3.76M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.