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Miller Financial Services’s Lockheed Martin LMT Stock Holding History

Miller Financial 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 		$308K Hold
510
– – 0.34% 83
2025
Q4 		$247K Hold
510
– – 0.29% 89
2025
Q3 		$255K Hold
510
– – 0.29% 89
2025
Q2 		$236K Hold
510
– – 0.3% 88
2025
Q1 		$228K Sell
510
-49
-9% -$22.6K 0.33% 79
2024
Q4 		$272K Buy
+559
New +$305K 0.23% 100

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

Miller Financial Services's LMT Position: Q1 2026 in Review

Miller Financial Services held its Lockheed Martin (LMT) position steady in Q1 2026 at 510 shares worth $308K. The position accounts for 0.34% of the portfolio, ranked #83.

Miller Financial Services first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Miller Financial Services held 510 shares of Lockheed Martin worth $308K as of Q1 2026.
  • Miller Financial Services left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.34% of Miller Financial Services's portfolio in Q1 2026, its #83 holding.
  • Miller Financial Services first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.