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IFC Advisors’s Lockheed Martin LMT Stock Holding History

IFC 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 		$351K Buy
580
+7
+1% +$4.31K 0.05% 111
2025
Q4 		$277K Buy
573
+1
+0.2% +$479 0.04% 143
2025
Q3 		$286K Sell
572
-45
-7% -$20.4K 0.05% 146
2025
Q2 		$286K Sell
617
-21
-3% -$9.83K 0.05% 146
2025
Q1 		$285K Buy
638
+8
+1% +$3.68K 0.06% 134
2024
Q4 		$306K Buy
+630
New +$343K 0.07% 118

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

IFC Advisors's LMT Position: Q1 2026 in Review

IFC Advisors increased its Lockheed Martin (LMT) stake by 1.2% in Q1 2026, buying an estimated $4.31K and bringing the position to 580 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #111.

IFC Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • IFC Advisors held 580 shares of Lockheed Martin worth $351K as of Q1 2026.
  • IFC Advisors bought 7 Lockheed Martin shares in Q1 2026, an estimated $4.31K.
  • Lockheed Martin made up 0.05% of IFC Advisors's portfolio in Q1 2026, its #111 holding.
  • IFC Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.