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Emerald Advisors’s Lockheed Martin LMT Stock Holding History

Emerald 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 		$1.66M Sell
2,755
-56
-2% -$34.5K 0.21% 31
2025
Q4 		$1.36M Buy
2,811
+117
+4% +$56K 0.19% 38
2025
Q3 		$1.34M Buy
2,694
+183
+7% +$83K 0.18% 34
2025
Q2 		$1.16M Buy
2,511
+252
+11% +$118K 0.15% 36
2025
Q1 		$1.01M Buy
2,259
+226
+11% +$104K 0.13% 37
2024
Q4 		$988K Buy
2,033
+91
+5% +$49.6K 0.14% 35
2024
Q3 		$1.19M Buy
1,942
+8
+0.4% +$4.29K 0.17% 28
2024
Q2 		$903K Buy
1,934
+106
+6% +$49K 0.14% 36
2024
Q1 		$831K Buy
1,828
+85
+5% +$37.3K 0.15% 40
2023
Q4 		$790K Buy
1,743
+46
+3% +$20.4K 0.15% 36
2023
Q3 		$694K Buy
1,697
+187
+12% +$83K 0.16% 36
2023
Q2 		$695K Buy
1,510
+102
+7% +$47.3K 0.17% 34
2023
Q1 		$665K Sell
1,408
-74
-5% -$34.7K 0.17% 33
2022
Q4 		$721K Sell
1,482
-98
-6% -$45.5K 0.2% 29
2022
Q3 		$610K Buy
1,580
+78
+5% +$32.6K 0.18% 37
2022
Q2 		$646K Buy
1,502
+54
+4% +$23.7K 0.18% 38
2022
Q1 		$639K Buy
1,448
+29
+2% +$11.8K 0.15% 42
2021
Q4 		$504K Buy
1,419
+489
+53% +$169K 0.12% 53
2021
Q3 		$321K Buy
930
+54
+6% +$19.5K 0.09% 75
2021
Q2 		$331K Buy
876
+89
+11% +$34.2K 0.1% 72
2021
Q1 		$291K Buy
787
+50
+7% +$17.2K 0.11% 68
2020
Q4 		$262K Buy
+737
New +$271K 0.09% 71
2020
Q1 		– Sell
-1,364
Closed -$590K – 94
2019
Q4 		$590K Buy
+1,364
New +$523K 0.56% 26

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

Emerald Advisors's LMT Position: Q1 2026 in Review

Emerald Advisors reduced its Lockheed Martin (LMT) stake by 2% in Q1 2026, selling an estimated $34.5K and leaving 2,755 shares worth $1.66M. The position accounts for 0.21% of the portfolio, ranked #31.

Emerald Advisors first reported a position in LMT in Q4 2019 and has held it in 23 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Emerald Advisors held 2,755 shares of Lockheed Martin worth $1.66M as of Q1 2026.
  • Emerald Advisors sold 56 Lockheed Martin shares in Q1 2026, an estimated $34.5K.
  • Lockheed Martin made up 0.21% of Emerald Advisors's portfolio in Q1 2026, its #31 holding.
  • Emerald Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 23 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.