Mirabella Financial Services’s Lockheed Martin LMT Stock Holding History

Mirabella 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	$354K	Sell	585 -765	-57%	-$471K	0.03%	413
2025 Q4	$653K	Buy	+1,350	New	+$646K	0.06%	190
2024 Q1	–	Sell	-2,480	Closed	-$1.12M	–	634
2023 Q4	$1.12M	Buy	2,480 +1,937	+357%	+$858K	0.15%	130
2023 Q3	$222K	Sell	543 -2	-0.4%	-$887	0.03%	332
2023 Q2	$251K	Sell	545 -1,769	-76%	-$821K	0.03%	396
2023 Q1	$1.09M	Sell	2,314 -18,290	-89%	-$8.58M	0.17%	123
2022 Q4	$10M	Buy	20,604 +4,832	+31%	+$2.25M	0.9%	12
2022 Q3	$5.98M	Buy	15,772 +2,246	+17%	+$938K	0.62%	22
2022 Q2	$5.82M	Buy	13,526 +1,532	+13%	+$673K	0.57%	30
2022 Q1	$5.29M	Buy	+11,994	New	+$4.86M	0.59%	24
2021 Q4	–	Sell	-1,083	Closed	-$374K	–	523
2021 Q3	$374K	Buy	+1,083	New	+$392K	0.05%	281
2021 Q2	–	Sell	-702	Closed	-$260K	–	363
2021 Q1	$260K	Buy	+702	New	+$241K	0.08%	198
2020 Q2	–	Sell	-100	Closed	-$34K	–	191
2020 Q1	$34K	Buy	+100	New	+$39.3K	0.02%	73

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

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

Mirabella Financial Services reduced its Lockheed Martin (LMT) stake by 57% in Q1 2026, selling an estimated $471K and leaving 585 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #413.

Mirabella Financial Services first reported a position in LMT in Q1 2020 and has held it in 13 quarters since. The position peaked at $10M in Q4 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Mirabella Financial Services held 585 shares of Lockheed Martin worth $354K as of Q1 2026.
Mirabella Financial Services sold 765 Lockheed Martin shares in Q1 2026, an estimated $471K.
Lockheed Martin made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #413 holding.
Mirabella Financial Services first reported a position in Lockheed Martin in Q1 2020 and has held it in 13 quarters since.
Mirabella Financial Services's Lockheed Martin position peaked at $10M in Q4 2022.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.