DSG Capital Advisors’s Lockheed Martin LMT Stock Holding History

DSG Capital 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	$292K	Hold	483	–	–	0.05%	111
2025 Q4	$279K	Hold	483	–	–	0.04%	110
2025 Q3	$241K	Hold	483	–	–	0.04%	117
2025 Q2	$224K	Hold	483	–	–	0.04%	118
2025 Q1	$216K	Hold	483	–	–	0.04%	117
2024 Q4	$235K	Buy	+483	New	+$263K	0.04%	117

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

DSG Capital Advisors's LMT Position: Q1 2026 in Review

DSG Capital Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 483 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #111.

DSG Capital Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

DSG Capital Advisors held 483 shares of Lockheed Martin worth $292K as of Q1 2026.
DSG Capital Advisors left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.05% of DSG Capital Advisors's portfolio in Q1 2026, its #111 holding.
DSG Capital Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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