MFF
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Michels Family Financial’s Lockheed Martin LMT Stock Holding History

Michels Family Financial’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 		$277K Sell
459
-365
-44% -$225K 0.2% 114
2025
Q4 		$398K Buy
824
+4
+0.5% +$1.91K 0.29% 98
2025
Q3 		$410K Sell
820
-35
-4% -$15.9K 0.32% 97
2025
Q2 		$396K Sell
855
-711
-45% -$333K 0.34% 92
2025
Q1 		$700K Buy
1,566
+1,042
+199% +$480K 0.63% 47
2024
Q4 		$255K Buy
+524
New +$286K 0.23% 112

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

Michels Family Financial's LMT Position: Q1 2026 in Review

Michels Family Financial reduced its Lockheed Martin (LMT) stake by 44% in Q1 2026, selling an estimated $225K and leaving 459 shares worth $277K. The position accounts for 0.2% of the portfolio, ranked #114.

Michels Family Financial first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $700K in Q1 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Michels Family Financial held 459 shares of Lockheed Martin worth $277K as of Q1 2026.
  • Michels Family Financial sold 365 Lockheed Martin shares in Q1 2026, an estimated $225K.
  • Lockheed Martin made up 0.2% of Michels Family Financial's portfolio in Q1 2026, its #114 holding.
  • Michels Family Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Lockheed Martin position peaked at $700K in Q1 2025.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.