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Williams Jones Wealth Management’s Lockheed Martin LMT Stock Holding History

Williams Jones 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 		$4.33M Buy
7,164
+25
+0.4% +$15.4K 0.05% 141
2025
Q4 		$3.45M Buy
7,139
+6
+0.1% +$2.87K 0.04% 156
2025
Q3 		$3.56M Sell
7,133
-15
-0.2% -$6.81K 0.04% 154
2025
Q2 		$3.31M Sell
7,148
-22
-0.3% -$10.3K 0.04% 157
2025
Q1 		$3.2M Sell
7,170
-845
-11% -$389K 0.04% 155
2024
Q4 		$3.89M Buy
8,015
+268
+3% +$146K 0.05% 149
2024
Q3 		$4.53M Buy
7,747
+25
+0.3% +$13.4K 0.05% 140
2024
Q2 		$3.61M Sell
7,722
-722
-9% -$334K 0.04% 155
2024
Q1 		$3.84M Buy
8,444
+974
+13% +$427K 0.05% 142
2023
Q4 		$3.39M Sell
7,470
-115
-2% -$51K 0.05% 148
2023
Q3 		$3.1M Sell
7,585
-225
-3% -$99.8K 0.05% 154
2023
Q2 		$3.6M Sell
7,810
-734
-9% -$341K 0.05% 146
2023
Q1 		$4.04M Sell
8,544
-4,266
-33% -$2M 0.06% 144
2022
Q4 		$6.23M Buy
12,810
+697
+6% +$324K 0.1% 127
2022
Q3 		$4.68M Sell
12,113
-1,047
-8% -$437K 0.08% 140
2022
Q2 		$5.66M Buy
13,160
+6,040
+85% +$2.65M 0.09% 138
2022
Q1 		$3.14M Buy
7,120
+251
+4% +$102K 0.04% 168
2021
Q4 		$2.44M Sell
6,869
-108
-2% -$37.4K 0.03% 184
2021
Q3 		$2.41M Sell
6,977
-346
-5% -$125K 0.03% 182
2021
Q2 		$2.77M Buy
7,323
+194
+3% +$74.6K 0.04% 177
2021
Q1 		$2.63M Sell
7,129
-181
-2% -$62.1K 0.04% 173
2020
Q4 		$2.6M Sell
7,310
-377
-5% -$139K 0.04% 165
2020
Q3 		$2.95M Sell
7,687
-267
-3% -$102K 0.05% 144
2020
Q2 		$2.9M Hold
7,954
– – 0.06% 139
2020
Q1 		$2.7M Sell
7,954
-1,188
-13% -$467K 0.07% 123
2019
Q4 		$3.56M Buy
9,142
+5
+0.1% +$1.92K 0.07% 137
2019
Q3 		$3.56M Buy
+9,137
New +$3.44M 0.07% 138

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

Williams Jones Wealth Management's LMT Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Lockheed Martin (LMT) stake by 0.35% in Q1 2026, buying an estimated $15.4K and bringing the position to 7,164 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #141.

Williams Jones Wealth Management first reported a position in LMT in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.23M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Williams Jones Wealth Management held 7,164 shares of Lockheed Martin worth $4.33M as of Q1 2026.
  • Williams Jones Wealth Management bought 25 Lockheed Martin shares in Q1 2026, an estimated $15.4K.
  • Lockheed Martin made up 0.05% of Williams Jones Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Williams Jones Wealth Management first reported a position in Lockheed Martin in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Lockheed Martin position peaked at $6.23M in Q4 2022.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.