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Collier Financial’s Lockheed Martin LMT Stock Holding History

Collier Financial’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 		$159K Buy
263
+2
+0.8% +$1.23K 0.12% 40
2025
Q4 		$127K Buy
261
+1
+0.4% +$479 0.1% 46
2025
Q3 		$130K Buy
+260
New +$118K 0.1% 48
2025
Q1 		$115K Buy
257
+1
+0.4% +$460 0.1% 54
2024
Q4 		$124K Buy
+256
New +$140K 0.11% 49

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

Collier Financial's LMT Position: Q1 2026 in Review

Collier Financial increased its Lockheed Martin (LMT) stake by 0.77% in Q1 2026, buying an estimated $1.23K and bringing the position to 263 shares worth $159K. The position accounts for 0.12% of the portfolio, ranked #40.

Collier Financial first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Collier Financial held 263 shares of Lockheed Martin worth $159K as of Q1 2026.
  • Collier Financial bought 2 Lockheed Martin shares in Q1 2026, an estimated $1.23K.
  • Lockheed Martin made up 0.12% of Collier Financial's portfolio in Q1 2026, its #40 holding.
  • Collier Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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