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Insight Advisors’s Lockheed Martin LMT Stock Holding History

Insight 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 		$725K Buy
1,199
+3
+0.3% +$1.85K 0.14% 99
2025
Q4 		$578K Sell
1,196
-30
-2% -$14.4K 0.09% 147
2025
Q3 		$613K Sell
1,226
-95
-7% -$43.1K 0.09% 138
2025
Q2 		$612K Sell
1,321
-65
-5% -$30.4K 0.1% 132
2025
Q1 		$619K Sell
1,386
-23
-2% -$10.6K 0.11% 122
2024
Q4 		$681K Sell
1,409
-52
-4% -$28.3K 0.12% 115
2024
Q3 		$854K Sell
1,461
-7
-0.5% -$3.76K 0.15% 105
2024
Q2 		$686K Buy
1,468
+11
+0.8% +$5.08K 0.12% 118
2024
Q1 		$663K Buy
1,457
+712
+96% +$312K 0.13% 122
2023
Q4 		$338K Sell
745
-82
-10% -$36.3K 0.07% 197
2023
Q3 		$338K Sell
827
-177
-18% -$78.5K 0.08% 190
2023
Q2 		$462K Sell
1,004
-24
-2% -$11.1K 0.1% 152
2023
Q1 		$486K Buy
1,028
+550
+115% +$258K 0.11% 149
2022
Q4 		$228K Buy
+478
New +$222K 0.08% 286
2021
Q2 		– Sell
-1,159
Closed -$441K – 330
2021
Q1 		$441K Buy
+1,159
New +$398K 0.14% 186

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

Insight Advisors's LMT Position: Q1 2026 in Review

Insight Advisors increased its Lockheed Martin (LMT) stake by 0.25% in Q1 2026, buying an estimated $1.85K and bringing the position to 1,199 shares worth $725K. The position accounts for 0.14% of the portfolio, ranked #99.

Insight Advisors first reported a position in LMT in Q1 2021 and has held it in 15 quarters since. The position peaked at $854K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Insight Advisors held 1,199 shares of Lockheed Martin worth $725K as of Q1 2026.
  • Insight Advisors bought 3 Lockheed Martin shares in Q1 2026, an estimated $1.85K.
  • Lockheed Martin made up 0.14% of Insight Advisors's portfolio in Q1 2026, its #99 holding.
  • Insight Advisors first reported a position in Lockheed Martin in Q1 2021 and has held it in 15 quarters since.
  • Insight Advisors's Lockheed Martin position peaked at $854K in Q3 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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