COFG Advisors’s Lockheed Martin LMT Stock Holding History

COFG 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	$267K	Buy	441 +18	+4%	+$11.1K	0.07%	196
2025 Q4	$204K	Buy	+423	New	+$202K	0.05%	223

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

COFG Advisors's LMT Position: Q1 2026 in Review

COFG Advisors increased its Lockheed Martin (LMT) stake by 4.3% in Q1 2026, buying an estimated $11.1K and bringing the position to 441 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #196.

COFG Advisors first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

COFG Advisors held 441 shares of Lockheed Martin worth $267K as of Q1 2026.
COFG Advisors bought 18 Lockheed Martin shares in Q1 2026, an estimated $11.1K.
Lockheed Martin made up 0.07% of COFG Advisors's portfolio in Q1 2026, its #196 holding.
COFG Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.