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Dumont & Blake Investment Advisors’s Lockheed Martin LMT Stock Holding History

Dumont & Blake Investment 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 		$1.06M Buy
1,752
+1,184
+208% +$729K 0.26% 98
2025
Q4 		$275K Sell
568
-52
-8% -$24.9K 0.07% 167
2025
Q3 		$310K Sell
620
-2
-0.3% -$907 0.08% 165
2025
Q2 		$288K Sell
622
-15
-2% -$7.02K 0.08% 163
2025
Q1 		$285K Sell
637
-2
-0.3% -$921 0.08% 162
2024
Q4 		$311K Buy
639
+2
+0.3% +$1.09K 0.08% 162
2024
Q3 		$372K Sell
637
-637
-50% -$342K 0.1% 154
2024
Q2 		$595K Buy
1,274
+637
+100% +$294K 0.08% 162
2024
Q1 		$290K Buy
637
+10
+2% +$4.38K 0.08% 169
2023
Q4 		$284K Hold
627
– – 0.09% 160
2023
Q3 		$256K Buy
627
+3
+0.5% +$1.33K 0.09% 159
2023
Q2 		$287K Buy
624
+1
+0.2% +$464 0.09% 157
2023
Q1 		$295K Buy
623
+15
+2% +$7.03K 0.1% 157
2022
Q4 		$296K Sell
608
-14
-2% -$6.5K 0.1% 156
2022
Q3 		$240K Buy
622
+12
+2% +$5.01K 0.09% 162
2022
Q2 		$262K Buy
610
+16
+3% +$7.03K 0.09% 170
2022
Q1 		$262K Buy
+594
New +$241K 0.07% 193

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

Dumont & Blake Investment Advisors's LMT Position: Q1 2026 in Review

Dumont & Blake Investment Advisors increased its Lockheed Martin (LMT) stake by 208% in Q1 2026, buying an estimated $729K and bringing the position to 1,752 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #98.

Dumont & Blake Investment Advisors first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Dumont & Blake Investment Advisors held 1,752 shares of Lockheed Martin worth $1.06M as of Q1 2026.
  • Dumont & Blake Investment Advisors bought 1,184 Lockheed Martin shares in Q1 2026, an estimated $729K.
  • Lockheed Martin made up 0.26% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • Dumont & Blake Investment Advisors first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.