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Legacy Financial Advisors’s Lockheed Martin LMT Stock Holding History

Legacy 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 		$697K Buy
1,154
+154
+15% +$94.9K 0.1% 180
2025
Q4 		$484K Buy
1,000
+180
+22% +$86.1K 0.07% 219
2025
Q3 		$410K Buy
820
+14
+2% +$6.35K 0.06% 260
2025
Q2 		$373K Sell
806
-961
-54% -$450K 0.06% 245
2025
Q1 		$789K Buy
1,767
+45
+3% +$20.7K 0.13% 136
2024
Q4 		$837K Sell
1,722
-1,048
-38% -$571K 0.14% 119
2024
Q3 		$1.62M Buy
2,770
+58
+2% +$31.1K 0.27% 61
2024
Q2 		$1.27M Buy
2,712
+8
+0.3% +$3.7K 0.23% 71
2024
Q1 		$1.23M Buy
2,704
+95
+4% +$41.6K 0.22% 79
2023
Q4 		$1.18M Buy
2,609
+207
+9% +$91.7K 0.23% 73
2023
Q3 		$982K Sell
2,402
-53
-2% -$23.5K 0.2% 68
2023
Q2 		$1.13M Sell
2,455
-16
-0.6% -$7.43K 0.21% 64
2023
Q1 		$1.17M Buy
2,471
+127
+5% +$59.6K 0.24% 53
2022
Q4 		$1.14M Buy
2,344
+361
+18% +$168K 0.25% 50
2022
Q3 		$766K Buy
1,983
+176
+10% +$73.5K 0.18% 62
2022
Q2 		$777K Buy
1,807
+207
+13% +$90.9K 0.19% 59
2022
Q1 		$706K Buy
1,600
+85
+6% +$34.5K 0.16% 69
2021
Q4 		$538K Buy
+1,515
New +$524K 0.12% 86
2019
Q2 		– Sell
-60
Closed -$18K – 563
2019
Q1 		$18K Buy
60
+41
+216% +$12K 0.01% 477
2018
Q4 		$5K Sell
19
-35
-65% -$10.6K ﹤0.01% 734
2018
Q3 		$18K Sell
54
-260
-83% -$83.9K 0.01% 390
2018
Q2 		$100K Sell
314
-23
-7% -$7.42K 0.04% 168
2018
Q1 		$114K Buy
337
+304
+921% +$103K 0.05% 153
2017
Q4 		$10K Buy
+33
New +$10.4K ﹤0.01% 481

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

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

Legacy Financial Advisors increased its Lockheed Martin (LMT) stake by 15% in Q1 2026, buying an estimated $94.9K and bringing the position to 1,154 shares worth $697K. The position accounts for 0.1% of the portfolio, ranked #180.

Legacy Financial Advisors first reported a position in LMT in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.62M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Legacy Financial Advisors held 1,154 shares of Lockheed Martin worth $697K as of Q1 2026.
  • Legacy Financial Advisors bought 154 Lockheed Martin shares in Q1 2026, an estimated $94.9K.
  • Lockheed Martin made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #180 holding.
  • Legacy Financial Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 24 quarters since.
  • Legacy Financial Advisors's Lockheed Martin position peaked at $1.62M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.