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Elevated Capital Advisors’s Lockheed Martin LMT Stock Holding History

Elevated 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 		$427K Sell
707
-88
-11% -$54.2K 0.11% 197
2025
Q4 		$385K Sell
795
-202
-20% -$96.7K 0.09% 219
2025
Q3 		$498K Sell
997
-113
-10% -$51.3K 0.12% 193
2025
Q2 		$496K Hold
1,110
– – 0.14% 190
2025
Q1 		$496K Sell
1,110
-9
-0.8% -$4.14K 0.14% 190
2024
Q4 		$544K Buy
1,119
+19
+2% +$10.4K 0.15% 188
2024
Q3 		$643K Buy
1,100
+35
+3% +$18.8K 0.17% 184
2024
Q2 		$497K Buy
1,065
+147
+16% +$67.9K 0.14% 175
2024
Q1 		$418K Buy
918
+99
+12% +$43.4K 0.12% 141
2023
Q4 		$371K Buy
819
+110
+16% +$48.7K 0.12% 146
2023
Q3 		$290K Buy
709
+24
+4% +$10.6K 0.1% 152
2023
Q2 		$315K Buy
685
+63
+10% +$29.2K 0.11% 156
2023
Q1 		$294K Buy
622
+17
+3% +$7.97K 0.11% 153
2022
Q4 		$294K Buy
+605
New +$281K 0.11% 141

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

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

Elevated Capital Advisors reduced its Lockheed Martin (LMT) stake by 11% in Q1 2026, selling an estimated $54.2K and leaving 707 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #197.

Elevated Capital Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $643K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Elevated Capital Advisors held 707 shares of Lockheed Martin worth $427K as of Q1 2026.
  • Elevated Capital Advisors sold 88 Lockheed Martin shares in Q1 2026, an estimated $54.2K.
  • Lockheed Martin made up 0.11% of Elevated Capital Advisors's portfolio in Q1 2026, its #197 holding.
  • Elevated Capital Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Elevated Capital Advisors's Lockheed Martin position peaked at $643K in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.