Coastal Bridge Advisors’s Lockheed Martin LMT Stock Holding History

Coastal Bridge 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	$5.43M	Sell	8,984 -144	-2%	-$88.7K	0.38%	62
2025 Q4	$4.41M	Sell	9,128 -1,582	-15%	-$757K	0.33%	73
2025 Q3	$5.35M	Sell	10,710 -765	-7%	-$347K	0.4%	60
2025 Q2	$5.31M	Sell	11,475 -35	-0.3%	-$16.4K	0.44%	55
2025 Q1	$5.14M	Buy	+11,510	New	+$5.3M	1.27%	17
2022 Q4	–	Sell	-961	Closed	-$371K	–	185
2022 Q3	$371K	Buy	+961	New	+$401K	0.1%	103
2018 Q4	–	Sell	-679	Closed	-$235K	–	138
2018 Q3	$235K	Hold	679	–	–	0.09%	111
2018 Q2	$201K	Hold	679	–	–	0.08%	122
2018 Q1	$229K	Hold	679	–	–	0.08%	108
2017 Q4	$216K	Hold	679	–	–	0.07%	114
2017 Q3	$211K	Buy	+679	New	+$203K	0.07%	108

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

Coastal Bridge Advisors's LMT Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Lockheed Martin (LMT) stake by 1.6% in Q1 2026, selling an estimated $88.7K and leaving 8,984 shares worth $5.43M. The position accounts for 0.38% of the portfolio, ranked #62.

Coastal Bridge Advisors first reported a position in LMT in Q3 2017 and has held it in 11 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Coastal Bridge Advisors held 8,984 shares of Lockheed Martin worth $5.43M as of Q1 2026.
Coastal Bridge Advisors sold 144 Lockheed Martin shares in Q1 2026, an estimated $88.7K.
Lockheed Martin made up 0.38% of Coastal Bridge Advisors's portfolio in Q1 2026, its #62 holding.
Coastal Bridge Advisors first reported a position in Lockheed Martin in Q3 2017 and has held it in 11 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.