HA
LMT icon

Herold Advisors’s Lockheed Martin LMT Stock Holding History

Herold 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 		$2.14M Buy
3,541
+350
+11% +$216K 0.47% 59
2025
Q4 		$1.54M Buy
3,191
+46
+1% +$22K 0.34% 77
2025
Q3 		$1.57M Buy
3,145
+563
+22% +$255K 0.36% 75
2025
Q2 		$1.2M Sell
2,582
-680
-21% -$318K 0.25% 104
2025
Q1 		$1.46M Sell
3,262
-38
-1% -$17.5K 0.32% 92
2024
Q4 		$1.6M Sell
3,300
-17
-0.5% -$9.27K 0.35% 79
2024
Q3 		$1.94M Hold
3,317
– – 0.42% 64
2024
Q2 		$1.55M Sell
3,317
-272
-8% -$126K 0.36% 75
2024
Q1 		$1.63M Buy
3,589
+141
+4% +$61.8K 0.39% 71
2023
Q4 		$1.56M Hold
3,448
– – 0.43% 70
2023
Q3 		$1.41M Buy
3,448
+274
+9% +$122K 0.43% 67
2023
Q2 		$1.46M Buy
3,174
+63
+2% +$29.2K 0.45% 66
2023
Q1 		$1.47M Sell
3,111
-141
-4% -$66.1K 0.51% 61
2022
Q4 		$1.58M Hold
3,252
– – 0.67% 47
2022
Q3 		$1.26M Sell
3,252
-23
-0.7% -$9.6K 0.6% 56
2022
Q2 		$1.41M Hold
3,275
– – 0.63% 51
2022
Q1 		$1.45M Hold
3,275
– – 0.51% 63
2021
Q4 		$1.16M Hold
3,275
– – 0.45% 78
2021
Q3 		$1.13M Buy
+3,275
New +$1.19M 0.44% 73

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

Herold Advisors's LMT Position: Q1 2026 in Review

Herold Advisors increased its Lockheed Martin (LMT) stake by 11% in Q1 2026, buying an estimated $216K and bringing the position to 3,541 shares worth $2.14M. The position accounts for 0.47% of the portfolio, ranked #59.

Herold Advisors first reported a position in LMT in Q3 2021 and has held it in 19 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Herold Advisors held 3,541 shares of Lockheed Martin worth $2.14M as of Q1 2026.
  • Herold Advisors bought 350 Lockheed Martin shares in Q1 2026, an estimated $216K.
  • Lockheed Martin made up 0.47% of Herold Advisors's portfolio in Q1 2026, its #59 holding.
  • Herold Advisors first reported a position in Lockheed Martin in Q3 2021 and has held it in 19 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.