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LM Advisors’s Lockheed Martin LMT Stock Holding History

LM 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 		$1.92K Buy
1,162
+232
+25% +$143K 0.03% 187
2025
Q4 		$1.92K Sell
930
-930
-50% -$445K 0.03% 185
2025
Q3 		$929K Buy
1,860
+82
+5% +$37.2K 0.13% 96
2025
Q2 		$824K Buy
1,778
+221
+14% +$103K 0.11% 98
2025
Q1 		$696K Buy
1,557
+34
+2% +$15.7K 0.13% 129
2024
Q4 		$740K Buy
1,523
+38
+3% +$20.7K 0.13% 108
2024
Q3 		$868K Hold
1,485
– – 0.18% 83
2024
Q2 		$694K Buy
1,485
+156
+12% +$72.1K ﹤0.01% 116
2024
Q1 		$604K Buy
1,329
+188
+16% +$82.4K 0.1% 126
2023
Q4 		$517K Buy
+1,141
New +$506K 0.1% 114

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

LM Advisors's LMT Position: Q1 2026 in Review

LM Advisors increased its Lockheed Martin (LMT) stake by 25% in Q1 2026, buying an estimated $143K and bringing the position to 1,162 shares worth $1.92K. The position accounts for 0.03% of the portfolio, ranked #187.

LM Advisors first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $929K in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • LM Advisors held 1,162 shares of Lockheed Martin worth $1.92K as of Q1 2026.
  • LM Advisors bought 232 Lockheed Martin shares in Q1 2026, an estimated $143K.
  • Lockheed Martin made up 0.03% of LM Advisors's portfolio in Q1 2026, its #187 holding.
  • LM Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Lockheed Martin position peaked at $929K in Q3 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.