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Coordinated Financial Services’s Lockheed Martin LMT Stock Holding History

Coordinated 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 		$281K Buy
465
+1
+0.2% +$616 0.16% 149
2025
Q4 		$224K Buy
464
+31
+7% +$14.8K 0.13% 160
2025
Q3 		$216K Buy
+433
New +$196K 0.14% 151
2025
Q1 		– Sell
-611
Closed -$297K – 140
2024
Q4 		$297K Buy
+611
New +$333K 0.23% 110
2024
Q2 		$285K Buy
611
+3
+0.5% +$1.39K 0.24% 100
2024
Q1 		$277K Buy
+608
New +$266K 0.24% 100

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

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

Coordinated Financial Services increased its Lockheed Martin (LMT) stake by 0.22% in Q1 2026, buying an estimated $616 and bringing the position to 465 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #149.

Coordinated Financial Services first reported a position in LMT in Q1 2024 and has held it in 6 quarters since. The position peaked at $297K in Q4 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Coordinated Financial Services held 465 shares of Lockheed Martin worth $281K as of Q1 2026.
  • Coordinated Financial Services bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.16% of Coordinated Financial Services's portfolio in Q1 2026, its #149 holding.
  • Coordinated Financial Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 6 quarters since.
  • Coordinated Financial Services's Lockheed Martin position peaked at $297K in Q4 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.