Guerra Pan Advisors’s Lockheed Martin LMT Stock Holding History

Guerra Pan 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 Q2	$1.25M	Sell	2,445 -537	-18%	-$290K	0.7%	35
2026 Q1	$1.8M	Hold	2,982	–	–	1.11%	25
2025 Q4	$1.44M	Sell	2,982 -32	-1%	-$15.3K	0.86%	30
2025 Q3	$1.5M	Sell	3,014 -60	-2%	-$27.2K	0.91%	29
2025 Q2	$1.42M	Sell	3,074 -13	-0.4%	-$6.08K	0.94%	30
2025 Q1	$1.38M	Hold	3,087	–	–	1.08%	27
2024 Q4	$1.5M	Hold	3,087	–	–	1.09%	29
2024 Q3	$1.8M	Buy	3,087 +12	+0.4%	+$6.44K	1.44%	22
2024 Q2	$1.44M	Sell	3,075 -44	-1%	-$20.3K	1.2%	25
2024 Q1	$1.42M	Sell	3,119 -200	-6%	-$87.7K	1.31%	26
2023 Q4	$1.5M	Hold	3,319	–	–	1.44%	19
2023 Q3	$1.36M	Hold	3,319	–	–	1.57%	17
2023 Q2	$1.53M	Buy	3,319 +12	+0.4%	+$5.57K	1.7%	15
2023 Q1	$1.56M	Hold	3,307	–	–	1.96%	14
2022 Q4	$1.61M	Hold	3,307	–	–	2.2%	10
2022 Q3	$1.34M	Buy	3,307 +17	+0.5%	+$7.1K	1.95%	11
2022 Q2	$1.36M	Hold	3,290	–	–	1.69%	12
2022 Q1	$1.46M	Hold	3,290	–	–	1.77%	12
2021 Q4	$1.17M	Buy	+3,290	New	+$1.14M	1.16%	26

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Guerra Pan Advisors's LMT Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Lockheed Martin (LMT) stake by 18% in Q2 2026, selling an estimated $290K and leaving 2,445 shares worth $1.25M. The position accounts for 0.7% of the portfolio, ranked #35.

Guerra Pan Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q3 2024. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Guerra Pan Advisors held 2,445 shares of Lockheed Martin worth $1.25M as of Q2 2026.
Guerra Pan Advisors sold 537 Lockheed Martin shares in Q2 2026, an estimated $290K.
Lockheed Martin made up 0.7% of Guerra Pan Advisors's portfolio in Q2 2026, its #35 holding.
Guerra Pan Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's Lockheed Martin position peaked at $1.8M in Q3 2024.
2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.