Northwest Financial Advisors’s Lockheed Martin LMT Stock Holding History

Northwest 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	$474K	Buy	784 +1	+0.1%	+$616	0.91%	32
2025 Q4	$379K	Sell	783 -44	-5%	-$21.1K	0.78%	38
2025 Q3	$413K	Sell	827 -2	-0.2%	-$907	0.53%	55
2025 Q2	$384K	Sell	829 -1,024	-55%	-$479K	0.54%	55
2025 Q1	$828K	Buy	1,853 +107	+6%	+$49.3K	0.69%	39
2024 Q4	$848K	Buy	1,746 +2	+0.1%	+$1.09K	0.7%	38
2024 Q3	$1.02M	Buy	1,744 +6	+0.3%	+$3.22K	0.81%	24
2024 Q2	$812K	Sell	1,738 -77	-4%	-$35.6K	0.83%	28
2024 Q1	$826K	Buy	1,815 +3	+0.2%	+$1.31K	0.91%	28
2023 Q4	$821K	Buy	+1,812	New	+$803K	0.7%	28

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

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

Northwest Financial Advisors increased its Lockheed Martin (LMT) stake by 0.13% in Q1 2026, buying an estimated $616 and bringing the position to 784 shares worth $474K. The position accounts for 0.91% of the portfolio, ranked #32.

Northwest Financial Advisors first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Northwest Financial Advisors held 784 shares of Lockheed Martin worth $474K as of Q1 2026.
Northwest Financial Advisors bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
Lockheed Martin made up 0.91% of Northwest Financial Advisors's portfolio in Q1 2026, its #32 holding.
Northwest Financial Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Lockheed Martin position peaked at $1.02M in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.