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MBA Advisors’s Lockheed Martin LMT Stock Holding History

MBA 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 		$352K Buy
583
+35
+6% +$21.6K 0.14% 103
2025
Q4 		$265K Buy
548
+1
+0.2% +$479 0.11% 121
2025
Q3 		$273K Buy
547
+103
+23% +$46.7K 0.12% 116
2025
Q2 		$206K Buy
+444
New +$208K 0.09% 131
2025
Q1 		– Sell
-418
Closed -$203K – 135
2024
Q4 		$203K Buy
418
+1
+0.2% +$545 0.1% 127
2024
Q3 		$244K Sell
417
-57
-12% -$30.6K 0.12% 116
2024
Q2 		$221K Buy
474
+5
+1% +$2.31K 0.11% 119
2024
Q1 		$213K Buy
+469
New +$206K 0.11% 122
2023
Q4 		– Sell
-592
Closed -$242K – 124
2023
Q3 		$242K Hold
592
– – 0.15% 103
2023
Q2 		$273K Buy
+592
New +$275K 0.16% 99

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

MBA Advisors's LMT Position: Q1 2026 in Review

MBA Advisors increased its Lockheed Martin (LMT) stake by 6.4% in Q1 2026, buying an estimated $21.6K and bringing the position to 583 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #103.

MBA Advisors first reported a position in LMT in Q2 2023 and has held it in 10 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • MBA Advisors held 583 shares of Lockheed Martin worth $352K as of Q1 2026.
  • MBA Advisors bought 35 Lockheed Martin shares in Q1 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.14% of MBA Advisors's portfolio in Q1 2026, its #103 holding.
  • MBA Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 10 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.