Hapanowicz & Associates Financial Services’s Lockheed Martin LMT Stock Holding History

Hapanowicz & Associates Financial Services’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	$736K	Hold	1,217	–	–	0.29%	19
2025 Q4	$589K	Hold	1,217	–	–	0.23%	23
2025 Q3	$608K	Hold	1,217	–	–	0.28%	19
2025 Q2	$564K	Hold	1,217	–	–	0.28%	15
2025 Q1	$544K	Buy	1,217 +11	+0.9%	+$5.06K	0.3%	17
2024 Q4	$586K	Hold	1,206	–	–	0.29%	17
2024 Q3	$705K	Hold	1,206	–	–	0.35%	13
2024 Q2	$563K	Hold	1,206	–	–	0.32%	18
2024 Q1	$549K	Hold	1,206	–	–	0.31%	19
2023 Q4	$547K	Hold	1,206	–	–	0.34%	17
2023 Q3	$493K	Hold	1,206	–	–	0.35%	18
2023 Q2	$555K	Hold	1,206	–	–	0.37%	15
2023 Q1	$570K	Hold	1,206	–	–	0.39%	14
2022 Q4	$587K	Sell	1,206 -198	-14%	-$92K	0.43%	14
2022 Q3	$542K	Buy	1,404 +12	+0.9%	+$5.01K	0.5%	12
2022 Q2	$599K	Sell	1,392 -44	-3%	-$19.3K	0.47%	14
2022 Q1	$634K	Hold	1,436	–	–	0.29%	12
2021 Q4	$511K	Buy	1,436 +185	+15%	+$64K	0.23%	16
2021 Q3	$432K	Hold	1,251	–	–	0.19%	18
2021 Q2	$473K	Hold	1,251	–	–	0.21%	17
2021 Q1	$462K	Buy	1,251 +45	+4%	+$15.4K	0.22%	15
2020 Q4	$428K	Hold	1,206	–	–	0.22%	17
2020 Q3	$462K	Hold	1,206	–	–	0.27%	16
2020 Q2	$440K	Hold	1,206	–	–	0.28%	14
2020 Q1	$409K	Hold	1,206	–	–	0.29%	13
2019 Q4	$470K	Buy	+1,206	New	+$463K	0.28%	15

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

Hapanowicz & Associates Financial Services's LMT Position: Q1 2026 in Review

Hapanowicz & Associates Financial Services held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,217 shares worth $736K. The position accounts for 0.29% of the portfolio, ranked #19.

Hapanowicz & Associates Financial Services first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Hapanowicz & Associates Financial Services held 1,217 shares of Lockheed Martin worth $736K as of Q1 2026.
Hapanowicz & Associates Financial Services left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.29% of Hapanowicz & Associates Financial Services's portfolio in Q1 2026, its #19 holding.
Hapanowicz & Associates Financial Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.