Financial Engines Advisors
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Financial Engines Advisors’s Lockheed Martin LMT Stock Holding History

Financial Engines 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 		$1.68M Buy
2,782
+247
+10% +$152K ﹤0.01% 243
2025
Q4 		$1.23M Sell
2,535
-383
-13% -$183K ﹤0.01% 290
2025
Q3 		$1.46M Sell
2,918
-11
-0.4% -$4.99K ﹤0.01% 264
2025
Q2 		$1.36M Buy
2,929
+538
+23% +$252K ﹤0.01% 260
2025
Q1 		$1.07M Sell
2,391
-72
-3% -$33.1K ﹤0.01% 252
2024
Q4 		$1.2M Sell
2,463
-169
-6% -$92.1K ﹤0.01% 243
2024
Q3 		$1.54M Buy
2,632
+1,620
+160% +$870K ﹤0.01% 196
2024
Q2 		$473K Sell
1,012
-643
-39% -$297K ﹤0.01% 268
2024
Q1 		$753K Buy
1,655
+177
+12% +$77.6K ﹤0.01% 218
2023
Q4 		$670K Buy
1,478
+352
+31% +$156K ﹤0.01% 207
2023
Q3 		$460K Buy
+1,126
New +$500K ﹤0.01% 208
2023
Q1 		– Sell
-430
Closed -$209K – 303
2022
Q4 		$209K Buy
+430
New +$200K ﹤0.01% 277
2021
Q2 		– Sell
-655
Closed -$242K – 240
2021
Q1 		$242K Buy
+655
New +$225K ﹤0.01% 237
2020
Q4 		– Sell
-688
Closed -$264K – 261
2020
Q3 		$264K Buy
+688
New +$263K ﹤0.01% 200

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

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

Financial Engines Advisors increased its Lockheed Martin (LMT) stake by 9.7% in Q1 2026, buying an estimated $152K and bringing the position to 2,782 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Financial Engines Advisors first reported a position in LMT in Q3 2020 and has held it in 14 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Financial Engines Advisors held 2,782 shares of Lockheed Martin worth $1.68M as of Q1 2026.
  • Financial Engines Advisors bought 247 Lockheed Martin shares in Q1 2026, an estimated $152K.
  • Lockheed Martin made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #243 holding.
  • Financial Engines Advisors first reported a position in Lockheed Martin in Q3 2020 and has held it in 14 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.