Capital Performance Advisors’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$372K Buy
+616
New +$379K 0.02% 273
2025
Q2
Sell
-502
Closed -$224K 299
2025
Q1
$224K Buy
+502
New +$231K 0.05% 219
2024
Q4
Sell
-69
Closed -$40.4K 1556
2024
Q3
$40.4K Buy
+69
New +$37K 0.01% 409

Other funds holding LMT

Capital Performance Advisors's LMT Position: Q1 2026 in Review

Capital Performance Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 616 shares worth $372K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in LMT as recently as Q1 2025.

Capital Performance Advisors first reported a position in LMT in Q3 2024 and has held it in 3 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Capital Performance Advisors held 616 shares of Lockheed Martin worth $372K as of Q1 2026.
  • Lockheed Martin was a new Capital Performance Advisors position in Q1 2026.
  • Lockheed Martin made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #273 holding.
  • Capital Performance Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 3 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.