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Atomi Financial Group’s Lockheed Martin LMT Stock Holding History

Atomi Financial Group’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 		$2.63M Buy
4,360
+228
+6% +$140K 0.08% 196
2025
Q4 		$2M Buy
4,132
+48
+1% +$23K 0.06% 242
2025
Q3 		$2.04M Buy
4,084
+146
+4% +$66.2K 0.07% 201
2025
Q2 		$1.82M Buy
3,938
+1,266
+47% +$593K 0.07% 200
2025
Q1 		$1.19M Sell
2,672
-364
-12% -$168K 0.05% 255
2024
Q4 		$1.48M Buy
3,036
+215
+8% +$117K 0.07% 194
2024
Q3 		$1.65M Buy
2,821
+885
+46% +$475K 0.1% 162
2024
Q2 		$904K Buy
1,936
+109
+6% +$50.4K 0.07% 235
2024
Q1 		$831K Buy
1,827
+36
+2% +$15.8K 0.08% 218
2023
Q4 		$812K Buy
1,791
+1,184
+195% +$525K 0.11% 167
2023
Q3 		$248K Buy
607
+18
+3% +$7.99K 0.08% 283
2023
Q2 		$271K Buy
589
+13
+2% +$6.03K 0.12% 202
2023
Q1 		$272K Buy
+576
New +$270K 0.15% 165

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

Atomi Financial Group's LMT Position: Q1 2026 in Review

Atomi Financial Group increased its Lockheed Martin (LMT) stake by 5.5% in Q1 2026, buying an estimated $140K and bringing the position to 4,360 shares worth $2.63M. The position accounts for 0.08% of the portfolio, ranked #196.

Atomi Financial Group first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Atomi Financial Group held 4,360 shares of Lockheed Martin worth $2.63M as of Q1 2026.
  • Atomi Financial Group bought 228 Lockheed Martin shares in Q1 2026, an estimated $140K.
  • Lockheed Martin made up 0.08% of Atomi Financial Group's portfolio in Q1 2026, its #196 holding.
  • Atomi Financial Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.