Capstone Financial Advisors’s Lockheed Martin LMT Stock Holding History

Capstone Financial 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	$426K	Buy	705 +2	+0.3%	+$1.23K	0.02%	111
2025 Q4	$340K	Buy	703 +2	+0.3%	+$957	0.02%	129
2025 Q3	$350K	Sell	701 -7	-1%	-$3.18K	0.02%	127
2025 Q2	$328K	Buy	708 +169	+31%	+$79.1K	0.02%	119
2025 Q1	$241K	Buy	539 +8	+2%	+$3.68K	0.02%	127
2024 Q4	$258K	Sell	531 -46	-8%	-$25.1K	0.02%	125
2024 Q3	$338K	Buy	+577	New	+$310K	0.02%	110
2024 Q1	–	Sell	-510	Closed	-$231K	–	155
2023 Q4	$231K	Hold	510	–	–	0.02%	122
2023 Q3	$209K	Sell	510 -2	-0.4%	-$887	0.02%	123
2023 Q2	$235K	Sell	512 -7	-1%	-$3.25K	0.02%	113
2023 Q1	$246K	Buy	519 +7	+1%	+$3.28K	0.02%	110
2022 Q4	$249K	Buy	+512	New	+$238K	0.02%	109

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Financial Advisors's LMT Position: Q1 2026 in Review

Capstone Financial Advisors increased its Lockheed Martin (LMT) stake by 0.28% in Q1 2026, buying an estimated $1.23K and bringing the position to 705 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #111.

Capstone Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Capstone Financial Advisors held 705 shares of Lockheed Martin worth $426K as of Q1 2026.
Capstone Financial Advisors bought 2 Lockheed Martin shares in Q1 2026, an estimated $1.23K.
Lockheed Martin made up 0.02% of Capstone Financial Advisors's portfolio in Q1 2026, its #111 holding.
Capstone Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.