JAG
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Journey Advisory Group’s Lockheed Martin LMT Stock Holding History

Journey Advisory 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 		$5.81M Buy
9,606
+5
+0.1% +$3.08K 0.49% 57
2025
Q4 		$4.64M Sell
9,601
-651
-6% -$312K 0.39% 78
2025
Q3 		$5.12M Buy
10,252
+363
+4% +$165K 0.38% 68
2025
Q2 		$4.58M Sell
9,889
-297
-3% -$139K 0.36% 69
2025
Q1 		$4.55M Sell
10,186
-77
-0.8% -$35.4K 0.37% 67
2024
Q4 		$4.79M Hold
10,263
– – 0.57% 50
2024
Q3 		$4.79M Sell
10,263
-25
-0.2% -$13.4K 0.57% 50
2024
Q2 		$4.81M Buy
10,288
+312
+3% +$144K 0.57% 49
2024
Q1 		$4.54M Buy
9,976
+411
+4% +$180K 0.56% 51
2023
Q4 		$4.34M Buy
9,565
+283
+3% +$125K 0.59% 51
2023
Q3 		$3.8M Buy
9,282
+488
+6% +$216K 0.57% 52
2023
Q2 		$4.05M Buy
8,794
+895
+11% +$415K 0.6% 52
2023
Q1 		$3.73M Buy
7,899
+2,194
+38% +$1.03M 0.59% 51
2022
Q4 		$2.78M Buy
5,705
+984
+21% +$457K 0.69% 37
2022
Q3 		$1.82M Buy
4,721
+526
+13% +$220K 0.47% 59
2022
Q2 		$1.76M Buy
4,195
+1,618
+63% +$710K 0.4% 64
2022
Q1 		$1.14M Sell
2,577
-184
-7% -$74.6K 0.29% 81
2021
Q4 		$981K Buy
2,761
+490
+22% +$169K 0.27% 81
2021
Q3 		$784K Buy
2,271
+962
+73% +$348K 0.25% 90
2021
Q2 		$495K Buy
1,309
+452
+53% +$174K 0.16% 119
2021
Q1 		$317K Buy
+857
New +$294K 0.11% 144

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

Journey Advisory Group's LMT Position: Q1 2026 in Review

Journey Advisory Group increased its Lockheed Martin (LMT) stake by 0.05% in Q1 2026, buying an estimated $3.08K and bringing the position to 9,606 shares worth $5.81M. The position accounts for 0.49% of the portfolio, ranked #57.

Journey Advisory Group first reported a position in LMT in Q1 2021 and has held it in 21 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Journey Advisory Group held 9,606 shares of Lockheed Martin worth $5.81M as of Q1 2026.
  • Journey Advisory Group bought 5 Lockheed Martin shares in Q1 2026, an estimated $3.08K.
  • Lockheed Martin made up 0.49% of Journey Advisory Group's portfolio in Q1 2026, its #57 holding.
  • Journey Advisory Group first reported a position in Lockheed Martin in Q1 2021 and has held it in 21 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.