Lloyd Advisory Services’s Lockheed Martin LMT Stock Holding History

Lloyd Advisory Services’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	$656K	Buy	1,085 +1,084	+108,400%	+$668K	0.19%	57
2025 Q4	$453	Buy	+1	New	+$479	﹤0.01%	518
2023 Q4	–	Sell	-576	Closed	-$236K	–	246
2023 Q3	$236K	Buy	+576	New	+$256K	0.08%	217
2022 Q2	–	Sell	-51	Closed	-$22K	–	345
2022 Q1	$22K	Sell	51 -160	-76%	-$64.9K	0.01%	335
2021 Q4	$75K	Buy	211 +166	+369%	+$57.4K	0.03%	157
2021 Q3	$16K	Buy	45 +25	+125%	+$9.05K	0.01%	272
2021 Q2	$8K	Buy	20 +5	+33%	+$1.92K	﹤0.01%	295
2021 Q1	$6K	Sell	15 -67	-82%	-$23K	﹤0.01%	277
2020 Q4	$29K	Buy	82 +8	+11%	+$2.94K	0.02%	157
2020 Q3	$28K	Sell	74 -6	-8%	-$2.29K	0.02%	142
2020 Q2	$29K	Buy	80 +20	+33%	+$7.55K	0.02%	146
2020 Q1	$20K	Buy	60 +50	+500%	+$19.7K	0.01%	145
2019 Q4	$4K	Buy	+10	New	+$3.84K	﹤0.01%	262

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

Lloyd Advisory Services's LMT Position: Q1 2026 in Review

Lloyd Advisory Services increased its Lockheed Martin (LMT) stake by 108,400% in Q1 2026, buying an estimated $668K and bringing the position to 1,085 shares worth $656K. The position accounts for 0.19% of the portfolio, ranked #57.

Lloyd Advisory Services first reported a position in LMT in Q4 2019 and has held it in 13 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Lloyd Advisory Services held 1,085 shares of Lockheed Martin worth $656K as of Q1 2026.
Lloyd Advisory Services bought 1,084 Lockheed Martin shares in Q1 2026, an estimated $668K.
Lockheed Martin made up 0.19% of Lloyd Advisory Services's portfolio in Q1 2026, its #57 holding.
Lloyd Advisory Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 13 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.