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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guerra Pan Advisors's LMT Position: Q1 2026 in Review

Guerra Pan Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 2,982 shares worth $1.8M. The position accounts for 1.11% of the portfolio, ranked #25.

Guerra Pan Advisors first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Guerra Pan Advisors held 2,982 shares of Lockheed Martin worth $1.8M as of Q1 2026.
Guerra Pan Advisors left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 1.11% of Guerra Pan Advisors's portfolio in Q1 2026, its #25 holding.
Guerra Pan Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Lockheed Martin position peaked at $1.8M in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.