Cresta Advisors’s Lockheed Martin LMT Stock Holding History

Cresta Advisors’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	$748K	Hold	1,237	–	–	0.31%	35
2025 Q4	$599K	Hold	1,237	–	–	0.25%	35
2025 Q3	$618K	Hold	1,237	–	–	0.28%	34
2025 Q2	$573K	Hold	1,237	–	–	0.28%	33
2025 Q1	$553K	Hold	1,237	–	–	0.29%	35
2024 Q4	$723K	Hold	1,237	–	–	0.38%	35
2024 Q3	$723K	Hold	1,237	–	–	0.38%	35
2024 Q2	$578K	Sell	1,237 -1	-0.1%	-$462	0.34%	33
2024 Q1	$563K	Buy	1,238 +1	+0.1%	+$438	0.36%	32
2023 Q4	$561K	Hold	1,237	–	–	0.37%	35
2023 Q3	$506K	Hold	1,237	–	–	0.39%	32
2023 Q2	$570K	Hold	1,237	–	–	0.44%	32
2023 Q1	$585K	Hold	1,237	–	–	0.46%	26
2022 Q4	$602K	Hold	1,237	–	–	0.53%	18
2022 Q3	$478K	Buy	+1,237	New	+$517K	0.59%	20

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

Cresta Advisors's LMT Position: Q1 2026 in Review

Cresta Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,237 shares worth $748K. The position accounts for 0.31% of the portfolio, ranked #35.

Cresta Advisors first reported a position in LMT in Q3 2022 and has held it in 15 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Cresta Advisors held 1,237 shares of Lockheed Martin worth $748K as of Q1 2026.
Cresta Advisors left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.31% of Cresta Advisors's portfolio in Q1 2026, its #35 holding.
Cresta Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 15 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.