LaSalle St. Investment Advisors’s Lockheed Martin LMT Stock Holding History

LaSalle St. Investment 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	$643K	Sell	1,063 -31	-3%	-$19.1K	0.09%	168
2025 Q4	$529K	Sell	1,094 -6	-0.5%	-$2.87K	0.09%	178
2025 Q3	$549K	Buy	1,100 +36	+3%	+$16.3K	0.1%	161
2025 Q2	$493K	Buy	1,064 +48	+5%	+$22.5K	0.14%	156
2025 Q1	$453K	Sell	1,016 -3,966	-80%	-$1.83M	0.11%	158
2024 Q4	$488K	Buy	4,982 +4,178	+520%	+$2.28M	0.15%	136
2024 Q3	$470K	Sell	804 -44	-5%	-$23.6K	0.18%	102
2024 Q2	$396K	Sell	848 -227	-21%	-$105K	0.2%	93
2024 Q1	$488K	Buy	1,075 +400	+59%	+$175K	0.27%	62
2023 Q4	$3.06M	Sell	675 -184	-21%	-$81.5K	0.21%	81
2023 Q3	$351K	Buy	859 +59	+7%	+$26.2K	0.17%	76
2023 Q2	$368K	Buy	800 +306	+62%	+$142K	0.16%	72
2023 Q1	$233K	Buy	494 +71	+17%	+$33.3K	0.1%	113
2022 Q4	$205K	Buy	+423	New	+$197K	0.1%	94

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

LaSalle St. Investment Advisors's LMT Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $19.1K and leaving 1,063 shares worth $643K. The position accounts for 0.09% of the portfolio, ranked #168.

LaSalle St. Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

LaSalle St. Investment Advisors held 1,063 shares of Lockheed Martin worth $643K as of Q1 2026.
LaSalle St. Investment Advisors sold 31 Lockheed Martin shares in Q1 2026, an estimated $19.1K.
Lockheed Martin made up 0.09% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #168 holding.
LaSalle St. Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
LaSalle St. Investment Advisors's Lockheed Martin position peaked at $3.06M in Q4 2023.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.