Northern Financial Advisors’s Lockheed Martin LMT Stock Holding History

Northern Financial 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	$598K	Buy	990 +547	+123%	+$337K	0.44%	65
2025 Q4	$214K	Sell	443 -509	-53%	-$244K	0.24%	85
2025 Q3	$475K	Sell	952 -144	-13%	-$65.3K	0.25%	87
2025 Q2	$508K	Buy	1,096 +9	+0.8%	+$4.21K	0.38%	69
2025 Q1	$486K	Sell	1,087 -66	-6%	-$30.4K	0.4%	73
2024 Q4	$560K	Sell	1,153 -492	-30%	-$268K	0.45%	64
2024 Q3	$962K	Sell	1,645 -210	-11%	-$113K	0.73%	47
2024 Q2	$866K	Sell	1,855 -212	-10%	-$98K	0.69%	51
2024 Q1	$940K	Sell	2,067 -19	-0.9%	-$8.33K	0.73%	45
2023 Q4	$945K	Buy	2,086 +67	+3%	+$29.7K	0.8%	43
2023 Q3	$826K	Buy	2,019 +1,206	+148%	+$535K	0.76%	46
2023 Q2	$374K	Sell	813 -55	-6%	-$25.5K	0.33%	81
2023 Q1	$410K	Sell	868 -78	-8%	-$36.6K	0.39%	76
2022 Q4	$460K	Buy	+946	New	+$440K	0.52%	58

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

Northern Financial Advisors's LMT Position: Q1 2026 in Review

Northern Financial Advisors increased its Lockheed Martin (LMT) stake by 123% in Q1 2026, buying an estimated $337K and bringing the position to 990 shares worth $598K. The position accounts for 0.44% of the portfolio, ranked #65.

Northern Financial Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $962K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Northern Financial Advisors held 990 shares of Lockheed Martin worth $598K as of Q1 2026.
Northern Financial Advisors bought 547 Lockheed Martin shares in Q1 2026, an estimated $337K.
Lockheed Martin made up 0.44% of Northern Financial Advisors's portfolio in Q1 2026, its #65 holding.
Northern Financial Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Lockheed Martin position peaked at $962K in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.