CAS
LMT icon

Coppell Advisory Solutions’s Lockheed Martin LMT Stock Holding History

Coppell Advisory Solutions’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
-436
Closed -$213K – 217
2025
Q4 		$213K Buy
436
+27
+7% +$12.9K 0.02% 375
2025
Q3 		$201K Buy
+409
New +$186K 0.02% 384
2025
Q1 		– Sell
-234
Closed -$113K – 1188
2024
Q4 		$113K Buy
234
+3
+1% +$1.64K 0.02% 397
2024
Q3 		$135K Sell
231
-28
-11% -$15K 0.02% 350
2024
Q2 		$121K Buy
+259
New +$120K 0.02% 343
2023
Q4 		$95.3K Buy
210
+146
+228% +$64.7K 0.02% 372
2023
Q3 		$31.1K Sell
64
-58
-48% -$25.7K 0.01% 425
2023
Q2 		$55.8K Buy
+122
New +$56.6K 0.02% 332
2023
Q1 		– Sell
-64
Closed -$31.1K – 695
2022
Q4 		$31.1K Buy
+64
New +$29.7K 0.01% 428

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

Coppell Advisory Solutions's LMT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 436 shares — an estimated $213K sold.

Coppell Advisory Solutions first reported a position in LMT in Q4 2022 and held it in 9 quarters. The position peaked at $213K in Q4 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 436 Lockheed Martin shares in Q1 2026, an estimated $213K.
  • Coppell Advisory Solutions first reported a position in Lockheed Martin in Q4 2022 and held it in 9 quarters.
  • Coppell Advisory Solutions's Lockheed Martin position peaked at $213K in Q4 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.