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Flagship Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Flagship Wealth 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 		$245K Buy
529
+45
+9% +$27.7K 0.11% 92
2025
Q4 		$234K Sell
484
-45
-9% -$21.5K 0.07% 114
2025
Q3 		$264K Hold
529
– – 0.09% 100
2025
Q2 		$245K Hold
529
– – 0.09% 102
2025
Q1 		$236K Hold
529
– – 0.1% 99
2024
Q4 		$257K Buy
+529
New +$288K 0.15% 81

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

Flagship Wealth Advisors's LMT Position: Q1 2026 in Review

Flagship Wealth Advisors increased its Lockheed Martin (LMT) stake by 9.3% in Q1 2026, buying an estimated $27.7K and bringing the position to 529 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #92.

Flagship Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q3 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Flagship Wealth Advisors held 529 shares of Lockheed Martin worth $245K as of Q1 2026.
  • Flagship Wealth Advisors bought 45 Lockheed Martin shares in Q1 2026, an estimated $27.7K.
  • Lockheed Martin made up 0.11% of Flagship Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Flagship Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Lockheed Martin position peaked at $264K in Q3 2025.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.