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Fortis Capital Advisors’s Lockheed Martin LMT Stock Holding History

Fortis Capital 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 		$582K Buy
963
+109
+13% +$67.1K 0.08% 210
2025
Q4 		$413K Sell
854
-129
-13% -$61.7K 0.06% 218
2025
Q3 		$491K Sell
983
-219
-18% -$99.4K 0.08% 181
2025
Q2 		$557K Sell
1,202
-75
-6% -$35.1K 0.1% 154
2025
Q1 		$570K Buy
1,277
+141
+12% +$64.9K 0.12% 147
2024
Q4 		$645K Buy
1,136
+2
+0.2% +$1.09K 0.22% 88
2024
Q3 		$663K Buy
1,134
+16
+1% +$8.59K 0.22% 83
2024
Q2 		$522K Sell
1,118
-206
-16% -$95.2K 0.19% 98
2024
Q1 		$602K Buy
1,324
+276
+26% +$121K 0.25% 68
2023
Q4 		$475K Buy
1,048
+307
+41% +$136K 0.25% 60
2023
Q3 		$303K Buy
741
+21
+3% +$9.32K 0.19% 77
2023
Q2 		$331K Sell
720
-200
-22% -$92.8K 0.19% 71
2023
Q1 		$435K Sell
920
-100
-10% -$46.9K 0.23% 63
2022
Q4 		$496K Buy
+1,020
New +$474K 0.3% 51

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

Fortis Capital Advisors's LMT Position: Q1 2026 in Review

Fortis Capital Advisors increased its Lockheed Martin (LMT) stake by 13% in Q1 2026, buying an estimated $67.1K and bringing the position to 963 shares worth $582K. The position accounts for 0.08% of the portfolio, ranked #210.

Fortis Capital Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $663K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fortis Capital Advisors held 963 shares of Lockheed Martin worth $582K as of Q1 2026.
  • Fortis Capital Advisors bought 109 Lockheed Martin shares in Q1 2026, an estimated $67.1K.
  • Lockheed Martin made up 0.08% of Fortis Capital Advisors's portfolio in Q1 2026, its #210 holding.
  • Fortis Capital Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Fortis Capital Advisors's Lockheed Martin position peaked at $663K in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.