Carr Financial Group’s Lockheed Martin LMT Stock Holding History

Carr 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	$858K	Buy	1,420 +6	+0.4%	+$3.7K	0.23%	70
2025 Q4	$684K	Buy	1,414 +4	+0.3%	+$1.91K	0.18%	84
2025 Q3	$704K	Buy	1,410 +6	+0.4%	+$2.72K	0.19%	83
2025 Q2	$650K	Buy	1,404 +6	+0.4%	+$2.81K	0.19%	83
2025 Q1	$624K	Sell	1,398 -125	-8%	-$57.5K	0.2%	80
2024 Q4	$740K	Sell	1,523 -4	-0.3%	-$2.18K	0.23%	75
2024 Q3	$892K	Buy	1,527 +14	+0.9%	+$7.52K	0.26%	72
2024 Q2	$707K	Buy	1,513 +7	+0.5%	+$3.23K	0.22%	78
2024 Q1	$685K	Buy	1,506 +78	+5%	+$34.2K	0.23%	76
2023 Q4	$647K	Hold	1,428	–	–	0.24%	70
2023 Q3	$648K	Buy	1,428 +83	+6%	+$36.8K	0.26%	69
2023 Q2	$619K	Sell	1,345 -140	-9%	-$65K	0.25%	72
2023 Q1	$702K	Sell	1,485 -43	-3%	-$20.2K	0.31%	60
2022 Q4	$743K	Buy	+1,528	New	+$710K	0.39%	58

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

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

Carr Financial Group increased its Lockheed Martin (LMT) stake by 0.42% in Q1 2026, buying an estimated $3.7K and bringing the position to 1,420 shares worth $858K. The position accounts for 0.23% of the portfolio, ranked #70.

Carr Financial Group first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $892K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Carr Financial Group held 1,420 shares of Lockheed Martin worth $858K as of Q1 2026.
Carr Financial Group bought 6 Lockheed Martin shares in Q1 2026, an estimated $3.7K.
Lockheed Martin made up 0.23% of Carr Financial Group's portfolio in Q1 2026, its #70 holding.
Carr Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's Lockheed Martin position peaked at $892K in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.