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Widmann Financial Services’s Lockheed Martin LMT Stock Holding History

Widmann Financial Services’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 		$1.15M Buy
1,902
+80
+4% +$49.3K 0.68% 45
2025
Q4 		$881K Buy
1,822
+194
+12% +$92.8K 0.54% 55
2025
Q3 		$813K Buy
1,628
+20
+1% +$9.07K 0.51% 56
2025
Q2 		$745K Buy
1,608
+10
+0.6% +$4.68K 0.52% 54
2025
Q1 		$714K Buy
1,598
+510
+47% +$235K 0.55% 53
2024
Q4 		$529K Buy
1,088
+120
+12% +$65.4K 0.41% 54
2024
Q3 		$566K Buy
968
+20
+2% +$10.7K 0.43% 55
2024
Q2 		$443K Hold
948
– – 0.36% 55
2024
Q1 		$431K Buy
948
+38
+4% +$16.7K 0.36% 52
2023
Q4 		$412K Hold
910
– – 0.37% 53
2023
Q3 		$372K Buy
910
+15
+2% +$6.66K 0.37% 58
2023
Q2 		$412K Buy
895
+27
+3% +$12.5K 0.39% 54
2023
Q1 		$410K Buy
868
+20
+2% +$9.38K 0.41% 56
2022
Q4 		$413K Buy
848
+20
+2% +$9.29K 0.43% 55
2022
Q3 		$320K Buy
828
+37
+5% +$15.4K 0.35% 64
2022
Q2 		$340K Hold
791
– – 0.35% 63
2022
Q1 		$349K Buy
791
+240
+44% +$97.3K 0.31% 63
2021
Q4 		$195K Buy
+551
New +$191K 0.16% 86

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

Widmann Financial Services's LMT Position: Q1 2026 in Review

Widmann Financial Services increased its Lockheed Martin (LMT) stake by 4.4% in Q1 2026, buying an estimated $49.3K and bringing the position to 1,902 shares worth $1.15M. The position accounts for 0.68% of the portfolio, ranked #45.

Widmann Financial Services first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Widmann Financial Services held 1,902 shares of Lockheed Martin worth $1.15M as of Q1 2026.
  • Widmann Financial Services bought 80 Lockheed Martin shares in Q1 2026, an estimated $49.3K.
  • Lockheed Martin made up 0.68% of Widmann Financial Services's portfolio in Q1 2026, its #45 holding.
  • Widmann Financial Services first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.