M3 Advisory Group’s Lockheed Martin LMT Stock Holding History

M3 Advisory Group’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	$271K	Buy	449 +19	+4%	+$11.7K	0.17%	107
2025 Q4	$208K	Buy	+430	New	+$206K	0.13%	134

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

M3 Advisory Group's LMT Position: Q1 2026 in Review

M3 Advisory Group increased its Lockheed Martin (LMT) stake by 4.4% in Q1 2026, buying an estimated $11.7K and bringing the position to 449 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #107.

M3 Advisory Group first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

M3 Advisory Group held 449 shares of Lockheed Martin worth $271K as of Q1 2026.
M3 Advisory Group bought 19 Lockheed Martin shares in Q1 2026, an estimated $11.7K.
Lockheed Martin made up 0.17% of M3 Advisory Group's portfolio in Q1 2026, its #107 holding.
M3 Advisory Group first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.