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Kapstone Financial Advisors’s Lockheed Martin LMT Stock Holding History

Kapstone Financial 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 		$771K Buy
1,275
+149
+13% +$91.8K 0.38% 47
2025
Q4 		$545K Hold
1,126
– – 0.27% 58
2025
Q3 		$562K Sell
1,126
-15
-1% -$6.81K 0.26% 52
2025
Q2 		$528K Hold
1,141
– – 0.26% 57
2025
Q1 		$510K Sell
1,141
-300
-21% -$138K 0.29% 56
2024
Q4 		$655K Buy
1,441
+28
+2% +$15.3K 0.35% 48
2024
Q3 		$823K Hold
1,413
– – 0.5% 37
2024
Q2 		$660K Buy
1,413
+59
+4% +$27.3K 0.43% 41
2024
Q1 		$616K Sell
1,354
-25
-2% -$11K 0.42% 47
2023
Q4 		$594K Sell
1,379
-40
-3% -$17.7K 0.47% 42
2023
Q3 		$580K Buy
1,419
+78
+6% +$34.6K 0.52% 37
2023
Q2 		$605K Buy
1,341
+149
+13% +$69.2K 0.5% 41
2023
Q1 		$587K Hold
1,192
– – 0.53% 41
2022
Q4 		$545K Buy
+1,192
New +$554K 0.5% 44

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

Kapstone Financial Advisors's LMT Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Lockheed Martin (LMT) stake by 13% in Q1 2026, buying an estimated $91.8K and bringing the position to 1,275 shares worth $771K. The position accounts for 0.38% of the portfolio, ranked #47.

Kapstone Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $823K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Kapstone Financial Advisors held 1,275 shares of Lockheed Martin worth $771K as of Q1 2026.
  • Kapstone Financial Advisors bought 149 Lockheed Martin shares in Q1 2026, an estimated $91.8K.
  • Lockheed Martin made up 0.38% of Kapstone Financial Advisors's portfolio in Q1 2026, its #47 holding.
  • Kapstone Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Lockheed Martin position peaked at $823K in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.