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Modus Advisors’s Lockheed Martin LMT Stock Holding History

Modus 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 		$3.43M Buy
5,677
+2,027
+56% +$1.25M 0.94% 43
2025
Q4 		$1.77M Buy
+3,650
New +$1.75M 0.47% 62
2025
Q1 		– Sell
-145
Closed -$70.5K – 216
2024
Q4 		$70.5K Buy
+145
New +$79K 0.02% 135
2021
Q3 		– Sell
-139
Closed -$53K – 176
2021
Q2 		$53K Buy
+139
New +$53.4K 0.02% 153
2020
Q3 		– Sell
-773
Closed -$282K – 155
2020
Q2 		$282K Sell
773
-298
-28% -$113K 0.18% 71
2020
Q1 		$363K Sell
1,071
-986
-48% -$388K 0.34% 48
2019
Q4 		$801K Buy
+2,057
New +$789K 0.63% 34

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

Modus Advisors's LMT Position: Q1 2026 in Review

Modus Advisors increased its Lockheed Martin (LMT) stake by 56% in Q1 2026, buying an estimated $1.25M and bringing the position to 5,677 shares worth $3.43M. The position accounts for 0.94% of the portfolio, ranked #43.

Modus Advisors first reported a position in LMT in Q4 2019 and has held it in 7 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Modus Advisors held 5,677 shares of Lockheed Martin worth $3.43M as of Q1 2026.
  • Modus Advisors bought 2,027 Lockheed Martin shares in Q1 2026, an estimated $1.25M.
  • Lockheed Martin made up 0.94% of Modus Advisors's portfolio in Q1 2026, its #43 holding.
  • Modus Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 7 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.