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Atlas Legacy Advisors’s Lockheed Martin LMT Stock Holding History

Atlas Legacy 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 		$261K Buy
+432
New +$266K 0.05% 176
2025
Q4 		– Sell
-511
Closed -$255K – 204
2025
Q3 		$255K Buy
+511
New +$232K 0.05% 178

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

Atlas Legacy Advisors's LMT Position: Q1 2026 in Review

Atlas Legacy Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 432 shares worth $261K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings. This is a return to the name: Atlas Legacy Advisors previously reported a position in LMT as recently as Q3 2025.

Atlas Legacy Advisors first reported a position in LMT in Q3 2025 and has held it in 2 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Atlas Legacy Advisors held 432 shares of Lockheed Martin worth $261K as of Q1 2026.
  • Lockheed Martin was a new Atlas Legacy Advisors position in Q1 2026.
  • Lockheed Martin made up 0.05% of Atlas Legacy Advisors's portfolio in Q1 2026, its #176 holding.
  • Atlas Legacy Advisors first reported a position in Lockheed Martin in Q3 2025 and has held it in 2 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.