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Delta Financial Advisors’s Lockheed Martin LMT Stock Holding History

Delta Financial 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 		$2.3M Buy
3,801
+35
+0.9% +$21.6K 0.6% 53
2025
Q4 		$1.82M Buy
3,766
+202
+6% +$96.7K 0.47% 57
2025
Q3 		$1.78M Buy
3,564
+1,685
+90% +$765K 0.5% 55
2025
Q2 		$870K Buy
1,879
+95
+5% +$44.5K 0.31% 75
2025
Q1 		$797K Buy
1,784
+29
+2% +$13.3K 0.3% 77
2024
Q4 		$853K Buy
1,755
+25
+1% +$13.6K 0.32% 75
2024
Q3 		$1.01M Buy
1,730
+369
+27% +$198K 0.37% 75
2024
Q2 		$636K Buy
1,361
+14
+1% +$6.47K 0.25% 81
2024
Q1 		$613K Buy
1,347
+77
+6% +$33.7K 0.24% 83
2023
Q4 		$576K Buy
1,270
+310
+32% +$137K 0.25% 87
2023
Q3 		$393K Buy
960
+375
+64% +$166K 0.18% 99
2023
Q2 		$269K Buy
585
+55
+10% +$25.5K 0.12% 106
2023
Q1 		$251K Buy
530
+80
+18% +$37.5K 0.12% 106
2022
Q4 		$219K Buy
+450
New +$209K 0.11% 108

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

Delta Financial Advisors's LMT Position: Q1 2026 in Review

Delta Financial Advisors increased its Lockheed Martin (LMT) stake by 0.93% in Q1 2026, buying an estimated $21.6K and bringing the position to 3,801 shares worth $2.3M. The position accounts for 0.6% of the portfolio, ranked #53.

Delta Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Delta Financial Advisors held 3,801 shares of Lockheed Martin worth $2.3M as of Q1 2026.
  • Delta Financial Advisors bought 35 Lockheed Martin shares in Q1 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.6% of Delta Financial Advisors's portfolio in Q1 2026, its #53 holding.
  • Delta Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.