Continuum Advisory’s Lockheed Martin LMT Stock Holding History

Continuum Advisory’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	$280K	Sell	463 -77	-14%	-$47.4K	0.03%	380
2025 Q4	$261K	Sell	540 -75	-12%	-$35.9K	0.03%	388
2025 Q3	$307K	Sell	615 -246	-29%	-$112K	0.03%	352
2025 Q2	$399K	Sell	861 -75	-8%	-$35.1K	0.05%	292
2025 Q1	$418K	Sell	936 -4,048	-81%	-$1.86M	0.05%	263
2024 Q4	$2.42M	Buy	4,984 +68	+1%	+$37.1K	0.31%	83
2024 Q3	$2.65M	Buy	4,916 +2	+0%	+$1.07K	0.34%	71
2024 Q2	$2.3M	Sell	4,914 -128	-3%	-$59.2K	0.33%	75
2024 Q1	$2.36M	Sell	5,042 -211	-4%	-$92.5K	0.35%	70
2023 Q4	$2.38M	Buy	5,253 +2,743	+109%	+$1.22M	0.34%	66
2023 Q3	$1.03M	Sell	2,510 -84	-3%	-$37.3K	0.16%	158
2023 Q2	$1.19M	Sell	2,594 -810	-24%	-$376K	0.19%	142
2023 Q1	$1.61M	Sell	3,404 -1,378	-29%	-$646K	0.27%	101
2022 Q4	$2.33M	Sell	4,782 -193	-4%	-$89.7K	0.42%	58
2022 Q3	$1.92M	Sell	4,975 -285	-5%	-$119K	0.34%	70
2022 Q2	$2.26M	Buy	5,260 +1,616	+44%	+$710K	0.41%	55
2022 Q1	$1.57M	Buy	3,644 +2,296	+170%	+$931K	0.3%	91
2021 Q4	$479K	Buy	1,348 +218	+19%	+$75.4K	0.11%	184
2021 Q3	$390K	Buy	1,130 +60	+6%	+$21.7K	0.1%	186
2021 Q2	$405K	Buy	+1,070	New	+$411K	0.13%	174
2018 Q1	–	Sell	-741	Closed	-$238K	–	157
2017 Q4	$238K	Buy	741 +39	+6%	+$12.3K	0.18%	141
2017 Q3	$218K	Sell	702 -45	-6%	-$13.4K	0.19%	137
2017 Q2	$207K	Buy	+747	New	+$205K	0.21%	134

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

Continuum Advisory's LMT Position: Q1 2026 in Review

Continuum Advisory reduced its Lockheed Martin (LMT) stake by 14% in Q1 2026, selling an estimated $47.4K and leaving 463 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #380.

Continuum Advisory first reported a position in LMT in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.65M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Continuum Advisory held 463 shares of Lockheed Martin worth $280K as of Q1 2026.
Continuum Advisory sold 77 Lockheed Martin shares in Q1 2026, an estimated $47.4K.
Lockheed Martin made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #380 holding.
Continuum Advisory first reported a position in Lockheed Martin in Q2 2017 and has held it in 23 quarters since.
Continuum Advisory's Lockheed Martin position peaked at $2.65M in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.