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AssuredPartners Investment Advisors’s Lockheed Martin LMT Stock Holding History

AssuredPartners Investment 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 		$483K Buy
757
+39
+5% +$24K 0.05% 255
2025
Q4 		$347K Buy
718
+46
+7% +$22K 0.05% 256
2025
Q3 		$336K Sell
672
-4
-0.6% -$1.81K 0.07% 191
2025
Q2 		$313K Sell
676
-79
-10% -$37K 0.08% 181
2025
Q1 		$337K Sell
755
-46
-6% -$21.2K 0.07% 254
2024
Q4 		$389K Buy
+801
New +$437K 0.08% 237

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

AssuredPartners Investment Advisors's LMT Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Lockheed Martin (LMT) stake by 5.4% in Q1 2026, buying an estimated $24K and bringing the position to 757 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #255.

AssuredPartners Investment Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • AssuredPartners Investment Advisors held 757 shares of Lockheed Martin worth $483K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 39 Lockheed Martin shares in Q1 2026, an estimated $24K.
  • Lockheed Martin made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #255 holding.
  • AssuredPartners Investment Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.