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Empire Financial Management Company’s Lockheed Martin LMT Stock Holding History

Empire Financial Management Company’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 		$948K Sell
1,569
-200
-11% -$123K 0.21% 119
2025
Q4 		$856K Buy
1,769
+100
+6% +$47.9K 0.19% 116
2025
Q3 		$833K Sell
1,669
-50
-3% -$22.7K 0.19% 122
2025
Q2 		$796K Sell
1,719
-169
-9% -$79.1K 0.23% 113
2025
Q1 		$843K Buy
1,888
+40
+2% +$18.4K 0.26% 106
2024
Q4 		$898K Sell
1,848
-5,745
-76% -$3.13M 0.28% 102
2024
Q3 		$4.44M Buy
7,593
+990
+15% +$532K 1.37% 11
2024
Q2 		$3.08M Buy
6,603
+209
+3% +$96.6K 1.02% 27
2024
Q1 		$2.91M Buy
6,394
+372
+6% +$163K 0.96% 28
2023
Q4 		$2.73M Buy
6,022
+156
+3% +$69.1K 1.07% 27
2023
Q3 		$2.4M Buy
5,866
+170
+3% +$75.4K 1.05% 24
2023
Q2 		$2.62M Sell
5,696
-247
-4% -$115K 1.04% 29
2023
Q1 		$2.81M Buy
+5,943
New +$2.79M 1.15% 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

Empire Financial Management Company's LMT Position: Q1 2026 in Review

Empire Financial Management Company reduced its Lockheed Martin (LMT) stake by 11% in Q1 2026, selling an estimated $123K and leaving 1,569 shares worth $948K. The position accounts for 0.21% of the portfolio, ranked #119.

Empire Financial Management Company first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.44M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Empire Financial Management Company held 1,569 shares of Lockheed Martin worth $948K as of Q1 2026.
  • Empire Financial Management Company sold 200 Lockheed Martin shares in Q1 2026, an estimated $123K.
  • Lockheed Martin made up 0.21% of Empire Financial Management Company's portfolio in Q1 2026, its #119 holding.
  • Empire Financial Management Company first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
  • Empire Financial Management Company's Lockheed Martin position peaked at $4.44M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.