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Advyzon Investment Management’s Lockheed Martin LMT Stock Holding History

Advyzon Investment 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 		$992K Buy
1,642
+134
+9% +$82.5K 0.09% 231
2025
Q4 		$729K Buy
1,508
+402
+36% +$192K 0.08% 242
2025
Q3 		$552K Buy
1,106
+44
+4% +$20K 0.09% 207
2025
Q2 		$492K Buy
1,062
+62
+6% +$29K 0.11% 183
2025
Q1 		$447K Buy
1,000
+47
+5% +$21.6K 0.16% 127
2024
Q4 		$463K Buy
+953
New +$519K 0.18% 109

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

Advyzon Investment Management's LMT Position: Q1 2026 in Review

Advyzon Investment Management increased its Lockheed Martin (LMT) stake by 8.9% in Q1 2026, buying an estimated $82.5K and bringing the position to 1,642 shares worth $992K. The position accounts for 0.09% of the portfolio, ranked #231.

Advyzon Investment Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Advyzon Investment Management held 1,642 shares of Lockheed Martin worth $992K as of Q1 2026.
  • Advyzon Investment Management bought 134 Lockheed Martin shares in Q1 2026, an estimated $82.5K.
  • Lockheed Martin made up 0.09% of Advyzon Investment Management's portfolio in Q1 2026, its #231 holding.
  • Advyzon Investment Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.