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Addison Advisors’s Lockheed Martin LMT Stock Holding History

Addison 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 		$85.2K Buy
141
+15
+12% +$9.24K 0.02% 345
2025
Q4 		$60.9K Sell
126
-6
-5% -$2.87K 0.01% 388
2025
Q3 		$65.9K Sell
132
-13
-9% -$5.9K 0.02% 374
2025
Q2 		$67.2K Buy
145
+19
+15% +$8.89K 0.02% 368
2025
Q1 		$56.3K Hold
126
– – 0.02% 371
2024
Q4 		$61.2K Buy
126
+37
+42% +$20.2K 0.02% 362
2024
Q3 		$52K Hold
89
– – 0.01% 384
2024
Q2 		$41.6K Buy
89
+24
+37% +$11.1K 0.01% 401
2024
Q1 		$29.6K Sell
65
-4
-6% -$1.75K 0.01% 420
2023
Q4 		$31.3K Hold
69
– – 0.01% 409
2023
Q3 		$28.2K Sell
69
-54
-44% -$24K 0.01% 384
2023
Q2 		$56.6K Buy
123
+58
+89% +$26.9K 0.03% 306
2023
Q1 		$30.7K Buy
65
+12
+23% +$5.63K 0.02% 353
2022
Q4 		$25.8K Sell
53
-3
-5% -$1.39K 0.02% 347
2022
Q3 		$22K Buy
56
+1
+2% +$418 0.01% 341
2022
Q2 		$24K Buy
55
+2
+4% +$878 0.01% 340
2022
Q1 		$23K Hold
53
– – 0.01% 382
2021
Q4 		$19K Buy
53
+3
+6% +$1.04K 0.01% 346
2021
Q3 		$17K Hold
50
– – 0.01% 272
2021
Q2 		$19K Buy
+50
New +$19.2K 0.02% 263
2020
Q4 		$18K Buy
+50
New +$18.4K 0.02% 248

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

Addison Advisors's LMT Position: Q1 2026 in Review

Addison Advisors increased its Lockheed Martin (LMT) stake by 12% in Q1 2026, buying an estimated $9.24K and bringing the position to 141 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #345.

Addison Advisors first reported a position in LMT in Q4 2020 and has held it in 21 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Addison Advisors held 141 shares of Lockheed Martin worth $85.2K as of Q1 2026.
  • Addison Advisors bought 15 Lockheed Martin shares in Q1 2026, an estimated $9.24K.
  • Lockheed Martin made up 0.02% of Addison Advisors's portfolio in Q1 2026, its #345 holding.
  • Addison Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 21 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.