Insigneo Advisory Services’s Lockheed Martin LMT Stock Holding History

Insigneo Advisory 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	$1.9M	Buy	3,145 +261	+9%	+$161K	0.14%	137
2025 Q4	$1.39M	Buy	2,884 +17	+0.6%	+$8.14K	0.1%	169
2025 Q3	$1.43M	Buy	2,867 +356	+14%	+$162K	0.1%	162
2025 Q2	$1.16M	Buy	2,511 +344	+16%	+$161K	0.1%	171
2025 Q1	$968K	Sell	2,167 -1,761	-45%	-$811K	0.1%	172
2024 Q4	$1.91M	Buy	3,928 +74	+2%	+$40.3K	0.2%	93
2024 Q3	$2.25M	Sell	3,854 -96	-2%	-$51.5K	0.23%	93
2024 Q2	$2.15M	Sell	3,950 -376	-9%	-$174K	0.24%	85
2024 Q1	$1.97M	Buy	4,326 +126	+3%	+$55.2K	0.23%	82
2023 Q4	$1.9M	Buy	4,200 +76	+2%	+$33.7K	0.27%	78
2023 Q3	$1.69M	Buy	4,124 +102	+3%	+$45.3K	0.34%	59
2023 Q2	$1.85M	Buy	4,022 +2,207	+122%	+$1.02M	0.35%	58
2023 Q1	$858K	Sell	1,815 -49	-3%	-$23K	0.27%	76
2022 Q4	$907K	Buy	+1,864	New	+$866K	0.34%	59

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

Insigneo Advisory Services's LMT Position: Q1 2026 in Review

Insigneo Advisory Services increased its Lockheed Martin (LMT) stake by 9% in Q1 2026, buying an estimated $161K and bringing the position to 3,145 shares worth $1.9M. The position accounts for 0.14% of the portfolio, ranked #137.

Insigneo Advisory Services first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Insigneo Advisory Services held 3,145 shares of Lockheed Martin worth $1.9M as of Q1 2026.
Insigneo Advisory Services bought 261 Lockheed Martin shares in Q1 2026, an estimated $161K.
Lockheed Martin made up 0.14% of Insigneo Advisory Services's portfolio in Q1 2026, its #137 holding.
Insigneo Advisory Services first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Lockheed Martin position peaked at $2.25M in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.