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Compass Financial Services’s Lockheed Martin LMT Stock Holding History

Compass Financial Services’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 		– Sell
-7
Closed -$3.21K – 164
2025
Q4 		$3.21K Hold
7
– – ﹤0.01% 246
2025
Q3 		$3.29K Hold
7
– – ﹤0.01% 253
2025
Q2 		$3.03K Sell
7
-11
-61% -$5.15K ﹤0.01% 261
2025
Q1 		$7.82K Buy
18
+12
+200% +$5.52K ﹤0.01% 197
2024
Q4 		$3.13K Buy
+6
New +$3.27K ﹤0.01% 178

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

Compass Financial Services's LMT Position: Q1 2026 in Review

Compass Financial Services sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 7 shares — an estimated $3.21K sold.

Compass Financial Services first reported a position in LMT in Q4 2024 and held it in 5 quarters. The position peaked at $7.82K in Q1 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Compass Financial Services reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 7 Lockheed Martin shares in Q1 2026, an estimated $3.21K.
  • Compass Financial Services first reported a position in Lockheed Martin in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Lockheed Martin position peaked at $7.82K in Q1 2025.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.