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Demars Financial Group’s Lockheed Martin LMT Stock Holding History

Demars Financial Group’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 		$544K Sell
900
-8
-0.9% -$4.93K 0.18% 65
2025
Q4 		$439K Sell
908
-38
-4% -$18.2K 0.15% 67
2025
Q3 		$472K Sell
946
-21
-2% -$9.53K 0.16% 60
2025
Q2 		$448K Sell
967
-392,478
-100% -$184M 0.17% 58
2025
Q1 		$881K Sell
393,445
-39,898
-9% -$18.4M 0.03% 69
2024
Q4 		$891K Buy
433,343
+432,423
+47,003% +$236M 0.03% 68
2024
Q3 		$538K Buy
920
+1
+0.1% +$537 0.25% 44
2024
Q2 		$429K Sell
919
-1,316
-59% -$608K 0.21% 49
2024
Q1 		$1.02M Sell
2,235
-236
-10% -$103K 0.5% 19
2023
Q4 		$1.12M Sell
2,471
-7,736
-76% -$3.43M 0.6% 18
2023
Q3 		$4.17M Buy
10,207
+392
+4% +$174K 2.39% 11
2023
Q2 		$4.52M Sell
9,815
-175
-2% -$81.2K 2.51% 11
2023
Q1 		$4.72M Sell
9,990
-368
-4% -$173K 2.6% 11
2022
Q4 		$5.04M Sell
10,358
-864
-8% -$401K 2.78% 8
2022
Q3 		$4.33M Buy
11,222
+9,260
+472% +$3.87M 2.58% 12
2022
Q2 		$844K Sell
1,962
-268
-12% -$118K 0.48% 44
2022
Q1 		$984K Sell
2,230
-288
-11% -$117K 0.5% 42
2021
Q4 		$895K Buy
2,518
+355
+16% +$123K 0.47% 48
2021
Q3 		$746K Buy
2,163
+1,257
+139% +$455K 0.44% 51
2021
Q2 		$343K Sell
906
-28
-3% -$10.8K 0.21% 70
2021
Q1 		$345K Buy
934
+341
+58% +$117K 0.23% 67
2020
Q4 		$211K Buy
+593
New +$218K 0.15% 68

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

Demars Financial Group's LMT Position: Q1 2026 in Review

Demars Financial Group reduced its Lockheed Martin (LMT) stake by 0.88% in Q1 2026, selling an estimated $4.93K and leaving 900 shares worth $544K. The position accounts for 0.18% of the portfolio, ranked #65.

Demars Financial Group first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.04M in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Demars Financial Group held 900 shares of Lockheed Martin worth $544K as of Q1 2026.
  • Demars Financial Group sold 8 Lockheed Martin shares in Q1 2026, an estimated $4.93K.
  • Lockheed Martin made up 0.18% of Demars Financial Group's portfolio in Q1 2026, its #65 holding.
  • Demars Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Demars Financial Group's Lockheed Martin position peaked at $5.04M in Q4 2022.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.