Elm3 Financial Group’s Lockheed Martin LMT Stock Holding History

Elm3 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	$302K	Sell	500 -4	-0.8%	-$2.46K	0.26%	91
2025 Q4	$244K	Sell	504 -172	-25%	-$82.3K	0.2%	101
2025 Q3	$337K	Sell	676 -234	-26%	-$106K	0.28%	83
2025 Q2	$422K	Sell	910 -195	-18%	-$91.3K	0.35%	70
2025 Q1	$494K	Sell	1,105 -207	-16%	-$95.3K	0.43%	53
2024 Q4	$637K	Buy	+1,312	New	+$715K	0.54%	42

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

Elm3 Financial Group's LMT Position: Q1 2026 in Review

Elm3 Financial Group reduced its Lockheed Martin (LMT) stake by 0.79% in Q1 2026, selling an estimated $2.46K and leaving 500 shares worth $302K. The position accounts for 0.26% of the portfolio, ranked #91.

Elm3 Financial Group first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $637K in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Elm3 Financial Group held 500 shares of Lockheed Martin worth $302K as of Q1 2026.
Elm3 Financial Group sold 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
Lockheed Martin made up 0.26% of Elm3 Financial Group's portfolio in Q1 2026, its #91 holding.
Elm3 Financial Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
Elm3 Financial Group's Lockheed Martin position peaked at $637K in Q4 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.