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First National Advisers’s Lockheed Martin LMT Stock Holding History

First National Advisers’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 		$930K Sell
1,538
-672
-30% -$414K 0.14% 127
2025
Q4 		$1.07M Sell
2,210
-19
-0.9% -$9.09K 0.15% 125
2025
Q3 		$1.11M Buy
2,229
+58
+3% +$26.3K 0.15% 129
2025
Q2 		$1.01M Buy
2,171
+70
+3% +$32.8K 0.15% 132
2025
Q1 		$939K Sell
2,101
-134
-6% -$61.7K 0.15% 134
2024
Q4 		$1.09M Sell
2,235
-299
-12% -$163K 0.18% 127
2024
Q3 		$1.48M Buy
2,534
+516
+26% +$277K 0.24% 114
2024
Q2 		$943K Sell
2,018
-134
-6% -$61.9K 0.17% 128
2024
Q1 		$987K Buy
2,152
+978
+83% +$429K 0.22% 124
2023
Q4 		$532K Buy
1,174
+501
+74% +$222K 0.15% 133
2023
Q3 		$275K Buy
673
+208
+45% +$92.3K 0.12% 138
2023
Q2 		$214K Buy
465
+1
+0.2% +$464 0.2% 109
2023
Q1 		$219K Buy
464
+42
+10% +$19.7K 0.25% 104
2022
Q4 		$205K Buy
422
+48
+13% +$22.3K 0.26% 105
2022
Q3 		$144K Buy
+374
New +$156K 0.21% 112

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

First National Advisers's LMT Position: Q1 2026 in Review

First National Advisers reduced its Lockheed Martin (LMT) stake by 30% in Q1 2026, selling an estimated $414K and leaving 1,538 shares worth $930K. The position accounts for 0.14% of the portfolio, ranked #127.

First National Advisers first reported a position in LMT in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • First National Advisers held 1,538 shares of Lockheed Martin worth $930K as of Q1 2026.
  • First National Advisers sold 672 Lockheed Martin shares in Q1 2026, an estimated $414K.
  • Lockheed Martin made up 0.14% of First National Advisers's portfolio in Q1 2026, its #127 holding.
  • First National Advisers first reported a position in Lockheed Martin in Q3 2022 and has held it in 15 quarters since.
  • First National Advisers's Lockheed Martin position peaked at $1.48M in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.