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Garton & Associates Financial Advisors’s Lockheed Martin LMT Stock Holding History

Garton & Associates Financial 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 		– Sell
-380
Closed -$183K – 437
2025
Q4 		$183K Buy
+380
New +$182K 0.1% 147

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Garton & Associates Financial Advisors's LMT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 380 shares — an estimated $183K sold.

Garton & Associates Financial Advisors first reported a position in LMT in Q4 2025 and held it in 1 quarter. The position peaked at $183K in Q4 2025. 2,924 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 380 Lockheed Martin shares in Q1 2026, an estimated $183K.
  • Garton & Associates Financial Advisors first reported a position in Lockheed Martin in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Lockheed Martin position peaked at $183K in Q4 2025.
  • 2,924 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.