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Millstone Evans Group’s Lockheed Martin LMT Stock Holding History

Millstone Evans 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 		$39.3K Hold
65
– – 0.02% 369
2025
Q4 		$31.4K Hold
65
– – 0.02% 414
2025
Q3 		$32.4K Hold
65
– – 0.02% 392
2025
Q2 		$30.1K Hold
65
– – 0.02% 397
2025
Q1 		$29K Hold
65
– – 0.02% 392
2024
Q4 		$31.6K Buy
+65
New +$35.4K 0.02% 368

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

Millstone Evans Group's LMT Position: Q1 2026 in Review

Millstone Evans Group held its Lockheed Martin (LMT) position steady in Q1 2026 at 65 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #369.

Millstone Evans Group first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Millstone Evans Group held 65 shares of Lockheed Martin worth $39.3K as of Q1 2026.
  • Millstone Evans Group left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.02% of Millstone Evans Group's portfolio in Q1 2026, its #369 holding.
  • Millstone Evans Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.