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MSH Capital Advisors’s Lockheed Martin LMT Stock Holding History

MSH Capital 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 		$405K Buy
670
+11
+2% +$6.78K 0.09% 196
2025
Q4 		$319K Buy
659
+65
+11% +$31.1K 0.07% 220
2025
Q3 		$297K Hold
594
– – 0.08% 200
2025
Q2 		$275K Buy
594
+56
+10% +$26.2K 0.08% 201
2025
Q1 		$240K Buy
538
+1
+0.2% +$460 0.07% 207
2024
Q4 		$261K Sell
537
-763
-59% -$416K 0.08% 203
2024
Q3 		$760K Buy
1,300
+1
+0.1% +$537 0.23% 107
2024
Q2 		$607K Buy
1,299
+19
+1% +$8.78K 0.2% 115
2024
Q1 		$582K Sell
1,280
-29
-2% -$12.7K 0.2% 115
2023
Q4 		$593K Sell
1,309
-26
-2% -$11.5K 0.22% 111
2023
Q3 		$546K Buy
1,335
+766
+135% +$340K 0.21% 115
2023
Q2 		$262K Buy
569
+1
+0.2% +$464 0.1% 184
2023
Q1 		$268K Buy
568
+24
+4% +$11.3K 0.11% 169
2022
Q4 		$264K Sell
544
-471
-46% -$219K 0.12% 165
2022
Q3 		$392K Sell
1,015
-91
-8% -$38K 0.19% 117
2022
Q2 		$475K Buy
1,106
+33
+3% +$14.5K 0.22% 109
2022
Q1 		$474K Sell
1,073
-332
-24% -$135K 0.2% 116
2021
Q4 		$499K Buy
+1,405
New +$486K 0.22% 105

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

MSH Capital Advisors's LMT Position: Q1 2026 in Review

MSH Capital Advisors increased its Lockheed Martin (LMT) stake by 1.7% in Q1 2026, buying an estimated $6.78K and bringing the position to 670 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #196.

MSH Capital Advisors first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $760K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • MSH Capital Advisors held 670 shares of Lockheed Martin worth $405K as of Q1 2026.
  • MSH Capital Advisors bought 11 Lockheed Martin shares in Q1 2026, an estimated $6.78K.
  • Lockheed Martin made up 0.09% of MSH Capital Advisors's portfolio in Q1 2026, its #196 holding.
  • MSH Capital Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Lockheed Martin position peaked at $760K in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.