IAG
LMT icon

Ipsen Advisor Group’s Lockheed Martin LMT Stock Holding History

Ipsen Advisor Group’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 		$700K Sell
1,157
-4
-0.3% -$2.46K 0.49% 55
2025
Q4 		$562K Buy
1,161
+20
+2% +$9.57K 0.4% 68
2025
Q3 		$570K Buy
1,141
+44
+4% +$20K 0.41% 61
2025
Q2 		$508K Buy
1,097
+150
+16% +$70.2K 0.39% 66
2025
Q1 		$423K Sell
947
-7
-0.7% -$3.22K 0.36% 68
2024
Q4 		$464K Buy
+954
New +$520K 0.4% 61
2022
Q4 		$416K Buy
+855
New +$397K 0.48% 54

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

Ipsen Advisor Group's LMT Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Lockheed Martin (LMT) stake by 0.34% in Q1 2026, selling an estimated $2.46K and leaving 1,157 shares worth $700K. The position accounts for 0.49% of the portfolio, ranked #55.

Ipsen Advisor Group first reported a position in LMT in Q4 2022 and has held it in 7 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Ipsen Advisor Group held 1,157 shares of Lockheed Martin worth $700K as of Q1 2026.
  • Ipsen Advisor Group sold 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
  • Lockheed Martin made up 0.49% of Ipsen Advisor Group's portfolio in Q1 2026, its #55 holding.
  • Ipsen Advisor Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 7 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.