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Mount Yale Investment Advisors’s Lockheed Martin LMT Stock Holding History

Mount Yale 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 		$2.26M Buy
3,737
+2,731
+271% +$1.68M 0.05% 343
2025
Q4 		$487K Sell
1,006
-2,428
-71% -$1.16M 0.02% 464
2025
Q3 		$1.71M Buy
3,434
+1,018
+42% +$462K 0.12% 186
2025
Q2 		$1.12M Sell
2,416
-14
-0.6% -$6.55K 0.09% 195
2025
Q1 		$1.09M Buy
2,430
+617
+34% +$284K 0.09% 181
2024
Q4 		$881K Buy
1,813
+755
+71% +$412K 0.07% 225
2024
Q3 		$618K Sell
1,058
-84
-7% -$45.1K 0.06% 296
2024
Q2 		$533K Sell
1,142
-494
-30% -$228K 0.04% 332
2024
Q1 		$744K Buy
1,636
+215
+15% +$94.2K 0.06% 284
2023
Q4 		$644K Buy
1,421
+7
+0.5% +$3.1K 0.06% 272
2023
Q3 		$578K Buy
1,414
+27
+2% +$12K 0.06% 277
2023
Q2 		$638K Sell
1,387
-85
-6% -$39.5K 0.07% 274
2023
Q1 		$696K Sell
1,472
-621
-30% -$291K 0.08% 249
2022
Q4 		$1.02M Sell
2,093
-55
-3% -$25.6K 0.12% 181
2022
Q3 		$830K Sell
2,148
-1,527
-42% -$638K 0.11% 196
2022
Q2 		$1.58M Buy
3,675
+614
+20% +$270K 0.2% 111
2022
Q1 		$1.35M Buy
3,061
+479
+19% +$194K 0.15% 152
2021
Q4 		$918K Buy
2,582
+712
+38% +$246K 0.1% 220
2021
Q3 		$645K Buy
+1,870
New +$677K 0.07% 237
2020
Q2 		– Sell
-1,428
Closed -$484K – 352
2020
Q1 		$484K Buy
1,428
+308
+28% +$121K 0.11% 174
2019
Q4 		$479K Buy
1,120
+84
+8% +$32.2K 0.08% 209
2019
Q3 		$400K Buy
1,036
+81
+8% +$30.5K 0.07% 231
2019
Q2 		$353K Buy
955
+19
+2% +$6.36K 0.07% 242
2019
Q1 		$281K Sell
936
-23
-2% -$6.75K 0.05% 265
2018
Q4 		$288K Buy
959
+86
+10% +$26.1K 0.06% 263
2018
Q3 		$270K Buy
873
+39
+5% +$12.6K 0.05% 271
2018
Q2 		$246K Sell
834
-15
-2% -$4.84K 0.05% 281
2018
Q1 		$287K Buy
+849
New +$289K 0.06% 247

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

Mount Yale Investment Advisors's LMT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Lockheed Martin (LMT) stake by 271% in Q1 2026, buying an estimated $1.68M and bringing the position to 3,737 shares worth $2.26M. The position accounts for 0.05% of the portfolio, ranked #343.

Mount Yale Investment Advisors first reported a position in LMT in Q1 2018 and has held it in 28 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Mount Yale Investment Advisors held 3,737 shares of Lockheed Martin worth $2.26M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,731 Lockheed Martin shares in Q1 2026, an estimated $1.68M.
  • Lockheed Martin made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #343 holding.
  • Mount Yale Investment Advisors first reported a position in Lockheed Martin in Q1 2018 and has held it in 28 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.