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Ethos Financial Group’s Lockheed Martin LMT Stock Holding History

Ethos 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 		$415K Sell
687
-6
-0.9% -$3.7K 0.03% 348
2025
Q4 		$335K Sell
693
-15
-2% -$7.18K 0.02% 367
2025
Q3 		$353K Sell
708
-4
-0.6% -$1.81K 0.03% 332
2025
Q2 		$330K Sell
712
-118
-14% -$55.2K 0.03% 326
2025
Q1 		$404K Hold
830
– – 0.04% 275
2024
Q4 		$404K Sell
830
-98
-11% -$53.4K 0.05% 187
2024
Q3 		$545K Sell
928
-140
-13% -$75.2K 0.09% 124
2024
Q2 		$507K Sell
1,068
-259
-20% -$120K 0.09% 132
2024
Q1 		$604K Sell
1,327
-307
-19% -$135K 0.11% 125
2023
Q4 		$741K Sell
1,634
-343
-17% -$152K 0.16% 98
2023
Q3 		$809K Sell
1,977
-11
-0.6% -$4.88K 0.21% 66
2023
Q2 		$940K Hold
1,988
– – 0.32% 52
2023
Q1 		$940K Sell
1,988
-40
-2% -$18.8K 0.29% 57
2022
Q4 		$988K Buy
+2,028
New +$942K 0.33% 48

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

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

Ethos Financial Group reduced its Lockheed Martin (LMT) stake by 0.87% in Q1 2026, selling an estimated $3.7K and leaving 687 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #348.

Ethos Financial Group first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $988K in Q4 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Ethos Financial Group held 687 shares of Lockheed Martin worth $415K as of Q1 2026.
  • Ethos Financial Group sold 6 Lockheed Martin shares in Q1 2026, an estimated $3.7K.
  • Lockheed Martin made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #348 holding.
  • Ethos Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's Lockheed Martin position peaked at $988K in Q4 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.