Empower Advisory Group
LMT icon

Empower Advisory Group’s Lockheed Martin LMT Stock Holding History

Empower Advisory 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 		$12.9M Sell
21,276
-3,658
-15% -$2.25M 0.03% 150
2025
Q4 		$12.1M Buy
24,934
+701
+3% +$335K 0.03% 163
2025
Q3 		$12.1M Buy
24,233
+112
+0.5% +$50.8K 0.03% 155
2025
Q2 		$11.2M Sell
24,121
-2,879
-11% -$1.35M 0.03% 157
2025
Q1 		$12.1M Buy
27,000
+8,726
+48% +$4.02M 0.04% 154
2024
Q4 		$8.88M Sell
18,274
-3,742
-17% -$2.04M 0.03% 170
2024
Q3 		$12.9M Buy
22,016
+1,843
+9% +$990K 0.04% 151
2024
Q2 		$9.42M Buy
20,173
+4,211
+26% +$1.95M 0.04% 158
2024
Q1 		$7.26M Buy
15,962
+1,243
+8% +$545K 0.03% 172
2023
Q4 		$6.67M Buy
14,719
+3,140
+27% +$1.39M 0.03% 182
2023
Q3 		$4.74M Buy
11,579
+2,465
+27% +$1.09M 0.02% 181
2023
Q2 		$4.2M Buy
9,114
+1,559
+21% +$724K 0.02% 190
2023
Q1 		$3.68M Buy
+7,555
New +$3.54M 0.02% 192

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

Empower Advisory Group's LMT Position: Q1 2026 in Review

Empower Advisory Group reduced its Lockheed Martin (LMT) stake by 15% in Q1 2026, selling an estimated $2.25M and leaving 21,276 shares worth $12.9M. The position accounts for 0.03% of the portfolio, ranked #150.

Empower Advisory Group first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.9M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Empower Advisory Group held 21,276 shares of Lockheed Martin worth $12.9M as of Q1 2026.
  • Empower Advisory Group sold 3,658 Lockheed Martin shares in Q1 2026, an estimated $2.25M.
  • Lockheed Martin made up 0.03% of Empower Advisory Group's portfolio in Q1 2026, its #150 holding.
  • Empower Advisory Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Lockheed Martin position peaked at $12.9M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.