Essex Financial Services’s Lockheed Martin LMT Stock Holding History

Essex Financial Services’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	$4.33M	Buy	7,170 +55	+0.8%	+$33.9K	0.24%	91
2025 Q4	$3.44M	Buy	7,115 +760	+12%	+$364K	0.2%	111
2025 Q3	$3.17M	Sell	6,355 -227	-3%	-$103K	0.19%	114
2025 Q2	$3.05M	Buy	6,582 +311	+5%	+$146K	0.2%	114
2025 Q1	$2.8M	Sell	6,271 -542	-8%	-$249K	0.2%	109
2024 Q4	$3.31M	Buy	6,813 +415	+6%	+$226K	0.23%	95
2024 Q3	$3.69M	Sell	6,398 -275	-4%	-$148K	0.27%	87
2024 Q2	$3.68M	Buy	6,673 +374	+6%	+$173K	0.27%	80
2024 Q1	$2.87M	Buy	6,299 +45	+0.7%	+$19.7K	0.26%	84
2023 Q4	$2.83M	Sell	6,254 -52	-0.8%	-$23K	0.29%	79
2023 Q3	$2.58M	Sell	6,306 -84	-1%	-$37.3K	0.3%	75
2023 Q2	$2.94M	Sell	6,390 -2,287	-26%	-$1.06M	0.33%	66
2023 Q1	$4.1M	Sell	8,677 -236	-3%	-$111K	0.43%	60
2022 Q4	$4.34M	Buy	8,913 +1,897	+27%	+$881K	0.46%	51
2022 Q3	$2.71M	Buy	7,016 +739	+12%	+$309K	0.32%	75
2022 Q2	$2.7M	Buy	6,277 +566	+10%	+$249K	0.3%	83
2022 Q1	$2.52M	Buy	5,711 +47	+0.8%	+$19.1K	0.24%	99
2021 Q4	$2.01M	Buy	5,664 +106	+2%	+$36.7K	0.2%	108
2021 Q3	$1.92M	Buy	5,558 +662	+14%	+$240K	0.22%	106
2021 Q2	$1.81M	Hold	4,896	–	–	0.26%	89
2021 Q1	$1.81M	Buy	4,896 +231	+5%	+$79.3K	0.32%	77
2020 Q4	$1.66M	Buy	4,665 +1,153	+33%	+$424K	0.33%	77
2020 Q3	$1.35M	Buy	3,512 +153	+5%	+$58.4K	0.33%	65
2020 Q2	$1.23M	Buy	3,359 +535	+19%	+$202K	0.38%	69
2020 Q1	$957K	Sell	2,824 -501	-15%	-$197K	0.34%	78
2019 Q4	$1.29M	Sell	3,325 -263	-7%	-$101K	0.36%	71
2019 Q3	$1.4M	Sell	3,588 -666	-16%	-$250K	0.45%	65
2019 Q2	$1.55M	Sell	4,254 -17	-0.4%	-$5.69K	0.46%	62
2019 Q1	$1.28M	Sell	4,271 -814	-16%	-$239K	0.39%	67
2018 Q4	$1.33M	Sell	5,085 -675	-12%	-$205K	0.41%	65
2018 Q3	$1.99M	Buy	5,760 +208	+4%	+$67.1K	0.44%	65
2018 Q2	$1.64M	Buy	5,552 +21	+0.4%	+$6.77K	0.4%	68
2018 Q1	$1.87M	Buy	5,531 +223	+4%	+$75.9K	0.37%	76
2017 Q4	$1.7M	Sell	5,308 -212	-4%	-$66.8K	0.41%	64
2017 Q3	$1.71M	Buy	5,520 +352	+7%	+$105K	0.42%	61
2017 Q2	$1.44M	Sell	5,168 -469	-8%	-$129K	0.3%	85
2017 Q1	$1.51M	Sell	5,637 -505	-8%	-$132K	0.35%	71
2016 Q4	$1.53M	Buy	6,142 +255	+4%	+$63.7K	0.33%	74
2016 Q3	$1.41M	Sell	5,887 -127	-2%	-$31.8K	0.34%	76
2016 Q2	$1.49M	Sell	6,014 -155	-3%	-$36.5K	0.36%	73
2016 Q1	$1.37M	Sell	6,169 -255	-4%	-$54.9K	0.34%	76
2015 Q4	$1.4M	Buy	6,424 +2,863	+80%	+$621K	0.34%	78
2015 Q3	$738K	Buy	3,561 +326	+10%	+$66.3K	0.19%	126
2015 Q2	$601K	Hold	3,235	–	–	0.15%	154
2015 Q1	$657K	Buy	3,235 +47	+1%	+$9.28K	0.17%	141
2014 Q4	$614K	Buy	3,188 +271	+9%	+$50.3K	0.16%	149
2014 Q3	$533K	Hold	2,917	–	–	0.16%	150
2014 Q2	$469K	Buy	2,917 +60	+2%	+$9.75K	0.14%	170
2014 Q1	$466K	Buy	2,857 +360	+14%	+$56.5K	0.15%	153
2013 Q4	$371K	Buy	+2,497	New	+$339K	0.13%	172

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

Essex Financial Services's LMT Position: Q1 2026 in Review

Essex Financial Services increased its Lockheed Martin (LMT) stake by 0.77% in Q1 2026, buying an estimated $33.9K and bringing the position to 7,170 shares worth $4.33M. The position accounts for 0.24% of the portfolio, ranked #91.

Essex Financial Services first reported a position in LMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.34M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Essex Financial Services held 7,170 shares of Lockheed Martin worth $4.33M as of Q1 2026.
Essex Financial Services bought 55 Lockheed Martin shares in Q1 2026, an estimated $33.9K.
Lockheed Martin made up 0.24% of Essex Financial Services's portfolio in Q1 2026, its #91 holding.
Essex Financial Services first reported a position in Lockheed Martin in Q4 2013 and has held it in 50 quarters since.
Essex Financial Services's Lockheed Martin position peaked at $4.34M in Q4 2022.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.