Mosaic Financial Group’s Lockheed Martin LMT Stock Holding History

Mosaic Financial 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	$606K	Buy	1,003 +2	+0.2%	+$1.23K	0.43%	51
2025 Q4	$484K	Hold	1,001	–	–	0.33%	68
2025 Q3	$500K	Hold	1,001	–	–	0.36%	62
2025 Q2	$464K	Hold	1,001	–	–	0.36%	62
2025 Q1	$447K	Hold	1,001	–	–	0.36%	59
2024 Q4	$486K	Hold	1,001	–	–	0.35%	62
2024 Q3	$585K	Sell	1,001 -464	-32%	-$249K	0.42%	56
2024 Q2	$684K	Hold	1,465	–	–	0.49%	48
2024 Q1	$666K	Buy	+1,465	New	+$642K	0.53%	46

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

Mosaic Financial Group's LMT Position: Q1 2026 in Review

Mosaic Financial Group increased its Lockheed Martin (LMT) stake by 0.2% in Q1 2026, buying an estimated $1.23K and bringing the position to 1,003 shares worth $606K. The position accounts for 0.43% of the portfolio, ranked #51.

Mosaic Financial Group first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $684K in Q2 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Mosaic Financial Group held 1,003 shares of Lockheed Martin worth $606K as of Q1 2026.
Mosaic Financial Group bought 2 Lockheed Martin shares in Q1 2026, an estimated $1.23K.
Lockheed Martin made up 0.43% of Mosaic Financial Group's portfolio in Q1 2026, its #51 holding.
Mosaic Financial Group first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Lockheed Martin position peaked at $684K in Q2 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.