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Evernest Financial Advisors’s Lockheed Martin LMT Stock Holding History

Evernest Financial 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 		$1.11M Buy
2,154
+79
+4% +$48.7K 0.23% 67
2025
Q4 		$1.32M Sell
2,075
-407
-16% -$195K 0.28% 58
2025
Q3 		$1.24M Sell
2,482
-37
-1% -$16.8K 0.35% 56
2025
Q2 		$1.17M Buy
2,519
+111
+5% +$52K 0.38% 55
2025
Q1 		$1.08M Buy
2,408
+37
+2% +$17K 0.39% 60
2024
Q4 		$1.15M Sell
2,371
-356
-13% -$194K 0.3% 58
2024
Q3 		$1.59M Sell
2,727
-269
-9% -$144K 0.43% 38
2024
Q2 		$1.4M Sell
2,996
-9
-0.3% -$4.16K 0.63% 29
2024
Q1 		$1.39M Sell
3,005
-384
-11% -$168K 0.66% 31
2023
Q4 		$1.54M Buy
+3,389
New +$1.5M 0.78% 31
2021
Q4 		$1.41M Buy
+3,299
New +$1.14M 0.73% 29

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

Evernest Financial Advisors's LMT Position: Q1 2026 in Review

Evernest Financial Advisors increased its Lockheed Martin (LMT) stake by 3.8% in Q1 2026, buying an estimated $48.7K and bringing the position to 2,154 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #67.

Evernest Financial Advisors first reported a position in LMT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.59M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Evernest Financial Advisors held 2,154 shares of Lockheed Martin worth $1.11M as of Q1 2026.
  • Evernest Financial Advisors bought 79 Lockheed Martin shares in Q1 2026, an estimated $48.7K.
  • Lockheed Martin made up 0.23% of Evernest Financial Advisors's portfolio in Q1 2026, its #67 holding.
  • Evernest Financial Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Lockheed Martin position peaked at $1.59M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.