AAP
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Arax Advisory Partners’s Lockheed Martin LMT Stock Holding History

Arax Advisory Partners’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 		$1.98M Sell
3,268
-1,118
-25% -$689K 0.06% 281
2025
Q4 		$2.12M Sell
4,386
-5,183
-54% -$2.48M 0.06% 226
2025
Q3 		$4.78M Buy
9,569
+8,321
+667% +$3.78M 0.07% 235
2025
Q2 		$807K Buy
1,248
+3
+0.2% +$1.4K 0.04% 288
2025
Q1 		$556K Sell
1,245
-1,129
-48% -$520K 0.04% 290
2024
Q4 		$1.15M Buy
2,374
+1,689
+247% +$921K 0.07% 162
2024
Q3 		$401K Buy
685
+40
+6% +$21.5K 0.04% 233
2024
Q2 		$301K Buy
645
+293
+83% +$135K 0.03% 266
2024
Q1 		$160K Hold
352
– – 0.02% 322
2023
Q4 		$160K Hold
352
– – 0.02% 312
2023
Q3 		$144K Buy
352
+3
+0.9% +$1.33K 0.02% 298
2023
Q2 		$161K Sell
349
-28
-7% -$13K 0.02% 275
2023
Q1 		$178K Sell
377
-39
-9% -$18.3K 0.02% 250
2022
Q4 		$202K Buy
416
+71
+21% +$33K 0.03% 224
2022
Q3 		$133K Sell
345
-203
-37% -$84.8K 0.02% 270
2022
Q2 		$236K Sell
548
-11
-2% -$4.83K 0.04% 199
2022
Q1 		$247K Buy
559
+11
+2% +$4.46K 0.03% 212
2021
Q4 		$195K Sell
548
-378
-41% -$131K 0.02% 246
2021
Q3 		$319K Buy
926
+101
+12% +$36.6K 0.04% 168
2021
Q2 		$312K Buy
+825
New +$317K 0.04% 175
2020
Q4 		$150K Buy
423
+1
+0.2% +$368 0.02% 238
2020
Q3 		$162K Hold
422
– – 0.03% 212
2020
Q2 		$154K Sell
422
-28
-6% -$10.6K 0.03% 195
2020
Q1 		$152K Sell
450
-8
-2% -$3.15K 0.04% 180
2019
Q4 		$179K Hold
458
– – 0.05% 168
2019
Q3 		$179K Hold
458
– – 0.05% 169
2019
Q2 		$167K Buy
+458
New +$153K 0.06% 163
2018
Q4 		$64K Buy
244
+1
+0.4% +$303 0.03% 243
2018
Q3 		$84K Buy
+243
New +$78.4K 0.03% 226

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

Arax Advisory Partners's LMT Position: Q1 2026 in Review

Arax Advisory Partners reduced its Lockheed Martin (LMT) stake by 25% in Q1 2026, selling an estimated $689K and leaving 3,268 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #281.

Arax Advisory Partners first reported a position in LMT in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.78M in Q3 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Arax Advisory Partners held 3,268 shares of Lockheed Martin worth $1.98M as of Q1 2026.
  • Arax Advisory Partners sold 1,118 Lockheed Martin shares in Q1 2026, an estimated $689K.
  • Lockheed Martin made up 0.06% of Arax Advisory Partners's portfolio in Q1 2026, its #281 holding.
  • Arax Advisory Partners first reported a position in Lockheed Martin in Q3 2018 and has held it in 29 quarters since.
  • Arax Advisory Partners's Lockheed Martin position peaked at $4.78M in Q3 2025.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.