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Carnegie Lake Advisors’s Lockheed Martin LMT Stock Holding History

Carnegie Lake 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 		$816K Hold
1,350
– – 0.32% 81
2025
Q4 		$653K Hold
1,350
– – 0.25% 94
2025
Q3 		$674K Hold
1,350
– – 0.26% 96
2025
Q2 		$625K Hold
1,350
– – 0.25% 94
2025
Q1 		$603K Hold
1,350
– – 0.24% 90
2024
Q4 		$656K Hold
1,350
– – 0.26% 86
2024
Q3 		$789K Buy
+1,350
New +$725K 0.31% 79

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

Carnegie Lake Advisors's LMT Position: Q1 2026 in Review

Carnegie Lake Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,350 shares worth $816K. The position accounts for 0.32% of the portfolio, ranked #81.

Carnegie Lake Advisors first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Carnegie Lake Advisors held 1,350 shares of Lockheed Martin worth $816K as of Q1 2026.
  • Carnegie Lake Advisors left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.32% of Carnegie Lake Advisors's portfolio in Q1 2026, its #81 holding.
  • Carnegie Lake Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.