New World Advisors’s Lockheed Martin LMT Stock Holding History

New World 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	$288K	Buy	476 +47	+11%	+$29K	0.05%	57
2025 Q4	$207K	Sell	429 -78	-15%	-$37.3K	0.04%	82
2025 Q3	$253K	Buy	507 +65	+15%	+$29.5K	0.05%	62
2025 Q2	$205K	Buy	+442	New	+$207K	0.04%	68
2024 Q4	–	Sell	-350	Closed	-$205K	–	80
2024 Q3	$205K	Buy	+350	New	+$188K	0.05%	77
2023 Q4	–	Sell	-786	Closed	-$321K	–	67
2023 Q3	$321K	Buy	+786	New	+$349K	0.11%	48
2021 Q3	–	Sell	-743	Closed	-$281K	–	98
2021 Q2	$281K	Buy	+743	New	+$286K	0.19%	86

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

New World Advisors's LMT Position: Q1 2026 in Review

New World Advisors increased its Lockheed Martin (LMT) stake by 11% in Q1 2026, buying an estimated $29K and bringing the position to 476 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #57.

New World Advisors first reported a position in LMT in Q2 2021 and has held it in 7 quarters since. The position peaked at $321K in Q3 2023. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

New World Advisors held 476 shares of Lockheed Martin worth $288K as of Q1 2026.
New World Advisors bought 47 Lockheed Martin shares in Q1 2026, an estimated $29K.
Lockheed Martin made up 0.05% of New World Advisors's portfolio in Q1 2026, its #57 holding.
New World Advisors first reported a position in Lockheed Martin in Q2 2021 and has held it in 7 quarters since.
New World Advisors's Lockheed Martin position peaked at $321K in Q3 2023.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.