Acorn Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Acorn Wealth Advisors’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	$550K	Buy	910 +5	+0.6%	+$3.08K	0.16%	127
2025 Q4	$438K	Buy	905 +6	+0.7%	+$2.87K	0.13%	150
2025 Q3	$449K	Buy	899 +4	+0.4%	+$1.81K	0.14%	153
2025 Q2	$414K	Buy	895 +8	+0.9%	+$3.75K	0.15%	133
2025 Q1	$396K	Buy	887 +12	+1%	+$5.52K	0.17%	127
2024 Q4	$425K	Buy	875 +4	+0.5%	+$2.18K	0.18%	122
2024 Q3	$509K	Buy	871 +4	+0.5%	+$2.15K	0.22%	88
2024 Q2	$405K	Buy	867 +8	+0.9%	+$3.7K	0.2%	103
2024 Q1	$391K	Buy	859 +3	+0.4%	+$1.31K	0.2%	105
2023 Q4	$388K	Sell	856 -60	-7%	-$26.6K	0.23%	98
2023 Q3	$375K	Buy	916 +17	+2%	+$7.54K	0.25%	92
2023 Q2	$414K	Buy	899 +3	+0.3%	+$1.39K	0.28%	86
2023 Q1	$424K	Buy	896 +5	+0.6%	+$2.35K	0.31%	79
2022 Q4	$433K	Buy	891 +6	+0.7%	+$2.79K	0.33%	73
2022 Q3	$342K	Buy	885 +7	+0.8%	+$2.92K	0.28%	88
2022 Q2	$378K	Sell	878 -78	-8%	-$34.2K	0.3%	87
2022 Q1	$422K	Buy	956 +3	+0.3%	+$1.22K	0.29%	90
2021 Q4	$339K	Buy	953 +4	+0.4%	+$1.38K	0.22%	118
2021 Q3	$328K	Buy	949 +3	+0.3%	+$1.09K	0.23%	110
2021 Q2	$358K	Buy	946 +42	+5%	+$16.1K	0.25%	99
2021 Q1	$334K	Buy	904 +3	+0.3%	+$1.03K	0.24%	104
2020 Q4	$320K	Buy	901 +40	+5%	+$14.7K	0.25%	99
2020 Q3	$330K	Buy	861 +2	+0.2%	+$763	0.29%	78
2020 Q2	$313K	Buy	859 +3	+0.4%	+$1.13K	0.29%	71
2020 Q1	$315K	Buy	856 +27	+3%	+$10.6K	0.35%	58
2019 Q4	$343K	Buy	829 +3	+0.4%	+$1.15K	0.29%	75
2019 Q3	$320K	Buy	826 +2	+0.2%	+$752	0.28%	78
2019 Q2	$311K	Buy	824 +2	+0.2%	+$669	0.28%	73
2019 Q1	$253K	Buy	822 +2	+0.2%	+$587	0.23%	102
2018 Q4	$221K	Buy	820 +3	+0.4%	+$910	0.23%	99
2018 Q3	$246K	Buy	817 +2	+0.2%	+$645	0.24%	98
2018 Q2	$244K	Buy	815 +2	+0.2%	+$645	0.21%	96
2018 Q1	$263K	Buy	813 +2	+0.2%	+$681	0.23%	88
2017 Q4	$268K	Buy	+811	New	+$256K	0.24%	82

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

Acorn Wealth Advisors's LMT Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.55% in Q1 2026, buying an estimated $3.08K and bringing the position to 910 shares worth $550K. The position accounts for 0.16% of the portfolio, ranked #127.

Acorn Wealth Advisors first reported a position in LMT in Q4 2017 and has held it in 34 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Acorn Wealth Advisors held 910 shares of Lockheed Martin worth $550K as of Q1 2026.
Acorn Wealth Advisors bought 5 Lockheed Martin shares in Q1 2026, an estimated $3.08K.
Lockheed Martin made up 0.16% of Acorn Wealth Advisors's portfolio in Q1 2026, its #127 holding.
Acorn Wealth Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 34 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.