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Old Port Advisors’s Lockheed Martin LMT Stock Holding History

Old Port 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
+287
+8% +$177K 0.52% 65
2025
Q4 		$1.67M Buy
3,450
+282
+9% +$135K 0.41% 77
2025
Q3 		$1.58M Buy
3,168
+904
+40% +$410K 0.4% 86
2025
Q2 		$1.05M Buy
2,264
+1,267
+127% +$593K 0.29% 98
2025
Q1 		$445K Buy
997
+234
+31% +$108K 0.13% 141
2024
Q4 		$371K Buy
763
+18
+2% +$9.81K 0.11% 163
2024
Q3 		$435K Sell
745
-13
-2% -$6.98K 0.12% 154
2024
Q2 		$354K Buy
758
+36
+5% +$16.6K 0.11% 171
2024
Q1 		$328K Sell
722
-48
-6% -$21K 0.1% 170
2023
Q4 		$349K Sell
770
-18
-2% -$7.97K 0.12% 163
2023
Q3 		$322K Buy
+788
New +$350K 0.12% 163
2023
Q1 		$405K Sell
830
-100
-11% -$46.9K 0.15% 154
2022
Q4 		$452K Sell
930
-52
-5% -$24.2K 0.17% 143
2022
Q3 		$395K Buy
982
+21
+2% +$8.77K 0.16% 157
2022
Q2 		$399K Sell
961
-15
-2% -$6.59K 0.15% 157
2022
Q1 		$435K Buy
976
+15
+2% +$6.08K 0.15% 158
2021
Q4 		$344K Buy
961
+117
+14% +$40.5K 0.12% 173
2021
Q3 		$295K Buy
844
+25
+3% +$9.05K 0.11% 180
2021
Q2 		$309K Buy
819
+15
+2% +$5.77K 0.11% 179
2021
Q1 		$297K Buy
804
+112
+16% +$38.4K 0.12% 174
2020
Q4 		$238K Buy
692
+121
+21% +$44.5K 0.1% 165
2020
Q3 		$219K Buy
+571
New +$218K 0.11% 159

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

Old Port Advisors's LMT Position: Q1 2026 in Review

Old Port Advisors increased its Lockheed Martin (LMT) stake by 8.3% in Q1 2026, buying an estimated $177K and bringing the position to 3,737 shares worth $2.26M. The position accounts for 0.52% of the portfolio, ranked #65.

Old Port Advisors first reported a position in LMT in Q3 2020 and has held it in 22 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Old Port Advisors held 3,737 shares of Lockheed Martin worth $2.26M as of Q1 2026.
  • Old Port Advisors bought 287 Lockheed Martin shares in Q1 2026, an estimated $177K.
  • Lockheed Martin made up 0.52% of Old Port Advisors's portfolio in Q1 2026, its #65 holding.
  • Old Port Advisors first reported a position in Lockheed Martin in Q3 2020 and has held it in 22 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.