American Capital Advisory’s Lockheed Martin LMT Stock Holding History

American Capital Advisory’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	$65.9K	Buy	109 +3	+3%	+$1.85K	0.03%	184
2025 Q4	$51.3K	Sell	106 -24	-18%	-$11.5K	0.02%	198
2025 Q3	$64.9K	Hold	130	–	–	0.03%	170
2025 Q2	$60.2K	Buy	130 +3	+2%	+$1.4K	0.03%	167
2025 Q1	$56.7K	Sell	127 -23	-15%	-$10.6K	0.03%	166
2024 Q4	$72.9K	Hold	150	–	–	0.04%	142
2024 Q3	$87.7K	Hold	150	–	–	0.05%	132
2024 Q2	$68K	Buy	150 +12	+9%	+$5.55K	0.05%	132
2024 Q1	$65.2K	Sell	138 -12	-8%	-$5.26K	0.06%	129
2023 Q4	$68K	Buy	+150	New	+$66.5K	0.05%	132

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

American Capital Advisory's LMT Position: Q1 2026 in Review

American Capital Advisory increased its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, buying an estimated $1.85K and bringing the position to 109 shares worth $65.9K. The position accounts for 0.03% of the portfolio, ranked #184.

American Capital Advisory first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $87.7K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

American Capital Advisory held 109 shares of Lockheed Martin worth $65.9K as of Q1 2026.
American Capital Advisory bought 3 Lockheed Martin shares in Q1 2026, an estimated $1.85K.
Lockheed Martin made up 0.03% of American Capital Advisory's portfolio in Q1 2026, its #184 holding.
American Capital Advisory first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
American Capital Advisory's Lockheed Martin position peaked at $87.7K in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.