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Founders Financial Alliance’s Lockheed Martin LMT Stock Holding History

Founders Financial Alliance’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 		$1.01M Buy
1,664
+3
+0.2% +$1.85K 0.18% 120
2025
Q4 		$803K Sell
1,661
-98
-6% -$46.9K 0.15% 132
2025
Q3 		$878K Buy
1,759
+2
+0.1% +$907 0.17% 124
2025
Q2 		$813K Sell
1,757
-23
-1% -$10.8K 0.18% 116
2025
Q1 		$795K Buy
1,780
+485
+37% +$223K 0.19% 110
2024
Q4 		$630K Buy
1,295
+113
+10% +$61.6K 0.17% 119
2024
Q3 		$691K Buy
1,182
+99
+9% +$53.2K 0.19% 111
2024
Q2 		$506K Sell
1,083
-39
-3% -$18K 0.15% 132
2024
Q1 		$511K Sell
1,122
-4
-0.4% -$1.75K 0.15% 135
2023
Q4 		$510K Buy
1,126
+2
+0.2% +$886 0.2% 108
2023
Q3 		$460K Sell
1,124
-106
-9% -$47K 0.2% 107
2023
Q2 		$566K Buy
1,230
+129
+12% +$59.9K 0.22% 100
2023
Q1 		$527K Buy
1,101
+96
+10% +$45K 0.26% 92
2022
Q4 		$489K Sell
1,005
-57
-5% -$26.5K 0.22% 107
2022
Q3 		$410K Sell
1,062
-997
-48% -$416K 0.21% 112
2022
Q2 		$885K Buy
2,059
+928
+82% +$407K 0.45% 57
2022
Q1 		$499K Sell
1,131
-35
-3% -$14.2K 0.22% 105
2021
Q4 		$414K Sell
1,166
-52
-4% -$18K 0.17% 135
2021
Q3 		$421K Buy
1,218
+40
+3% +$14.5K 0.2% 118
2021
Q2 		$449K Buy
1,178
+2
+0.2% +$769 0.2% 117
2021
Q1 		$452K Buy
1,176
+45
+4% +$15.4K 0.22% 101
2020
Q4 		$401K Buy
1,131
+53
+5% +$19.5K 0.23% 102
2020
Q3 		$414K Buy
+1,078
New +$411K 0.25% 83

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

Founders Financial Alliance's LMT Position: Q1 2026 in Review

Founders Financial Alliance increased its Lockheed Martin (LMT) stake by 0.18% in Q1 2026, buying an estimated $1.85K and bringing the position to 1,664 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #120.

Founders Financial Alliance first reported a position in LMT in Q3 2020 and has held it in 23 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Founders Financial Alliance held 1,664 shares of Lockheed Martin worth $1.01M as of Q1 2026.
  • Founders Financial Alliance bought 3 Lockheed Martin shares in Q1 2026, an estimated $1.85K.
  • Lockheed Martin made up 0.18% of Founders Financial Alliance's portfolio in Q1 2026, its #120 holding.
  • Founders Financial Alliance first reported a position in Lockheed Martin in Q3 2020 and has held it in 23 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.