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Fort Sheridan Advisors’s Lockheed Martin LMT Stock Holding History

Fort Sheridan 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 		$4.05M Buy
6,704
+327
+5% +$201K 0.49% 43
2025
Q4 		$3.08M Buy
6,377
+657
+11% +$314K 0.39% 47
2025
Q3 		$2.86M Hold
5,720
– – 0.37% 47
2025
Q2 		$2.65M Sell
5,720
-35
-0.6% -$16.4K 0.38% 49
2025
Q1 		$2.57M Sell
5,755
-96
-2% -$44.2K 0.39% 47
2024
Q4 		$2.84M Buy
5,851
+347
+6% +$189K 0.41% 44
2024
Q3 		$3.22M Buy
5,504
+70
+1% +$37.6K 0.49% 40
2024
Q2 		$2.54M Buy
5,434
+258
+5% +$119K 0.41% 46
2024
Q1 		$2.35M Buy
5,176
+179
+4% +$78.5K 0.44% 47
2023
Q4 		$2.26M Sell
4,997
-226
-4% -$100K 0.45% 45
2023
Q3 		$2.14M Buy
5,223
+466
+10% +$207K 0.48% 43
2023
Q2 		$2.19M Buy
4,757
+544
+13% +$253K 0.5% 41
2023
Q1 		$1.99M Buy
4,213
+699
+20% +$328K 0.51% 38
2022
Q4 		$1.71M Sell
3,514
-20
-0.6% -$9.29K 0.56% 34
2022
Q3 		$1.36M Buy
3,534
+152
+4% +$63.5K 0.46% 41
2022
Q2 		$1.45M Buy
3,382
+664
+24% +$292K 0.47% 38
2022
Q1 		$1.2M Buy
2,718
+125
+5% +$50.7K 0.35% 51
2021
Q4 		$922K Buy
2,593
+298
+13% +$103K 0.27% 65
2021
Q3 		$792K Buy
2,295
+547
+31% +$198K 0.26% 72
2021
Q2 		$661K Buy
1,748
+828
+90% +$318K 0.22% 82
2021
Q1 		$340K Buy
+920
New +$316K 0.13% 103
2019
Q4 		– Sell
-570
Closed -$222K – 125
2019
Q3 		$222K Buy
+570
New +$214K 0.12% 86

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

Fort Sheridan Advisors's LMT Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Lockheed Martin (LMT) stake by 5.1% in Q1 2026, buying an estimated $201K and bringing the position to 6,704 shares worth $4.05M. The position accounts for 0.49% of the portfolio, ranked #43.

Fort Sheridan Advisors first reported a position in LMT in Q3 2019 and has held it in 22 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fort Sheridan Advisors held 6,704 shares of Lockheed Martin worth $4.05M as of Q1 2026.
  • Fort Sheridan Advisors bought 327 Lockheed Martin shares in Q1 2026, an estimated $201K.
  • Lockheed Martin made up 0.49% of Fort Sheridan Advisors's portfolio in Q1 2026, its #43 holding.
  • Fort Sheridan Advisors first reported a position in Lockheed Martin in Q3 2019 and has held it in 22 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.