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DHJJ Financial Advisors’s Lockheed Martin LMT Stock Holding History

DHJJ 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 		$145K Hold
240
– – 0.05% 240
2025
Q4 		$116K Hold
240
– – 0.04% 255
2025
Q3 		$120K Hold
240
– – 0.04% 234
2025
Q2 		$111K Buy
240
+239
+23,900% +$112K 0.04% 236
2025
Q1 		$447 Hold
1
– – ﹤0.01% 763
2024
Q4 		$486 Hold
1
– – ﹤0.01% 725
2024
Q3 		$585 Hold
1
– – ﹤0.01% 689
2024
Q2 		$468 Hold
1
– – ﹤0.01% 663
2024
Q1 		$455 Hold
1
– – ﹤0.01% 657
2023
Q4 		$454 Hold
1
– – ﹤0.01% 638
2023
Q3 		$409 Buy
+1
New +$444 ﹤0.01% 640

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

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

DHJJ Financial Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 240 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #240.

DHJJ Financial Advisors first reported a position in LMT in Q3 2023 and has held it in 11 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • DHJJ Financial Advisors held 240 shares of Lockheed Martin worth $145K as of Q1 2026.
  • DHJJ Financial Advisors left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #240 holding.
  • DHJJ Financial Advisors first reported a position in Lockheed Martin in Q3 2023 and has held it in 11 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.