MMBG Investment Advisors’s Lockheed Martin LMT Stock Holding History

MMBG Investment 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	–	Sell	-500	Closed	-$242K	–	179
2025 Q4	$242K	Sell	500 -250	-33%	-$120K	0.02%	167
2025 Q3	$374K	Hold	750	–	–	0.03%	154
2025 Q2	$347K	Hold	750	–	–	0.03%	153
2025 Q1	$335K	Hold	750	–	–	0.04%	147
2024 Q4	$364K	Hold	750	–	–	0.04%	137
2024 Q3	$438K	Sell	750 -270	-26%	-$145K	0.05%	128
2024 Q2	$476K	Hold	1,020	–	–	0.05%	116
2024 Q1	$464K	Buy	1,020 +70	+7%	+$30.7K	0.05%	125
2023 Q4	$431K	Sell	950 -220	-19%	-$97.5K	0.05%	127
2023 Q3	$478K	Hold	1,170	–	–	0.06%	121
2023 Q2	$526K	Hold	1,170	–	–	0.06%	118
2023 Q1	$553K	Hold	1,170	–	–	0.07%	111
2022 Q4	$569K	Sell	1,170 -80	-6%	-$37.2K	0.08%	107
2022 Q3	$483K	Hold	1,250	–	–	0.06%	118
2022 Q2	$537K	Buy	1,250 +170	+16%	+$74.6K	0.07%	111
2022 Q1	$477K	Hold	1,080	–	–	0.05%	123
2021 Q4	$384K	Buy	+1,080	New	+$374K	0.04%	134

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

MMBG Investment Advisors's LMT Position: Q1 2026 in Review

MMBG Investment Advisors sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 500 shares — an estimated $242K sold.

MMBG Investment Advisors first reported a position in LMT in Q4 2021 and held it in 17 quarters. The position peaked at $569K in Q4 2022. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

MMBG Investment Advisors reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
MMBG Investment Advisors sold 500 Lockheed Martin shares in Q1 2026, an estimated $242K.
MMBG Investment Advisors first reported a position in Lockheed Martin in Q4 2021 and held it in 17 quarters.
MMBG Investment Advisors's Lockheed Martin position peaked at $569K in Q4 2022.
2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.