Annis Gardner Whiting Capital Advisors’s Lockheed Martin LMT Stock Holding History

Annis Gardner Whiting Capital 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	$635K	Buy	1,050 +466	+80%	+$287K	0.1%	162
2025 Q4	$282K	Sell	584 -69	-11%	-$33K	0.05%	253
2025 Q3	$326K	Sell	653 -37	-5%	-$16.8K	0.07%	223
2025 Q2	$320K	Buy	690 +39	+6%	+$18.3K	0.11%	163
2025 Q1	$291K	Buy	651 +10	+2%	+$4.6K	0.12%	154
2024 Q4	$312K	Buy	641 +77	+14%	+$42K	0.09%	174
2024 Q3	$330K	Sell	564 -2	-0.4%	-$1.07K	0.09%	172
2024 Q2	$264K	Buy	566 +7	+1%	+$3.23K	0.08%	190
2024 Q1	$254K	Buy	559 +228	+69%	+$99.9K	0.09%	164
2023 Q4	$150K	Sell	331 -1	-0.3%	-$443	0.07%	182
2023 Q3	$136K	Buy	+332	New	+$147K	0.07%	173

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

Annis Gardner Whiting Capital Advisors's LMT Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Lockheed Martin (LMT) stake by 80% in Q1 2026, buying an estimated $287K and bringing the position to 1,050 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #162.

Annis Gardner Whiting Capital Advisors first reported a position in LMT in Q3 2023 and has held it in 11 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 1,050 shares of Lockheed Martin worth $635K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 466 Lockheed Martin shares in Q1 2026, an estimated $287K.
Lockheed Martin made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #162 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Lockheed Martin in Q3 2023 and has held it in 11 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.