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Intellus Advisors’s Lockheed Martin LMT Stock Holding History

Intellus 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 		$506K Sell
837
-26
-3% -$16K 0.07% 75
2025
Q4 		$418K Sell
863
-125
-13% -$59.8K 0.06% 82
2025
Q3 		$493K Sell
988
-92
-9% -$41.7K 0.07% 78
2025
Q2 		$500K Hold
1,080
– – 0.07% 81
2025
Q1 		$482K Sell
1,080
-1,330
-55% -$612K 0.08% 78
2024
Q4 		$1.17M Buy
+2,410
New +$1.31M 0.2% 45

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

Intellus Advisors's LMT Position: Q1 2026 in Review

Intellus Advisors reduced its Lockheed Martin (LMT) stake by 3% in Q1 2026, selling an estimated $16K and leaving 837 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #75.

Intellus Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Intellus Advisors held 837 shares of Lockheed Martin worth $506K as of Q1 2026.
  • Intellus Advisors sold 26 Lockheed Martin shares in Q1 2026, an estimated $16K.
  • Lockheed Martin made up 0.07% of Intellus Advisors's portfolio in Q1 2026, its #75 holding.
  • Intellus Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Lockheed Martin position peaked at $1.17M in Q4 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.