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Oxford Financial Group’s Lockheed Martin LMT Stock Holding History

Oxford Financial Group’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 		$717K Sell
1,186
-71
-6% -$43.7K 0.04% 126
2025
Q4 		$608K Sell
1,257
-20
-2% -$9.57K 0.03% 131
2025
Q3 		$638K Buy
1,277
+113
+10% +$51.3K 0.04% 121
2025
Q2 		$539K Sell
1,164
-130
-10% -$60.9K 0.03% 124
2025
Q1 		$578K Sell
1,294
-22
-2% -$10.1K 0.04% 118
2024
Q4 		$639K Sell
1,316
-14
-1% -$7.63K 0.04% 117
2024
Q3 		$777K Sell
1,330
-129
-9% -$69.3K 0.05% 100
2024
Q2 		$681K Buy
1,459
+51
+4% +$23.6K 0.05% 118
2024
Q1 		$640K Buy
1,408
+117
+9% +$51.3K 0.04% 108
2023
Q4 		$585K Hold
1,291
– – 0.04% 120
2023
Q3 		$528K Sell
1,291
-389
-23% -$173K 0.05% 120
2023
Q2 		$773K Buy
1,680
+748
+80% +$347K 0.07% 95
2023
Q1 		$441K Buy
932
+12
+1% +$5.63K 0.05% 122
2022
Q4 		$448K Buy
920
+16
+2% +$7.43K 0.05% 123
2022
Q3 		$349K Sell
904
-9
-1% -$3.76K 0.05% 124
2022
Q2 		$393K Buy
913
+9
+1% +$3.95K 0.06% 123
2022
Q1 		$399K Sell
904
-14
-2% -$5.67K 0.05% 132
2021
Q4 		$326K Hold
918
– – 0.04% 157
2021
Q3 		$317K Buy
918
+19
+2% +$6.88K 0.04% 145
2021
Q2 		$340K Sell
899
-1
-0.1% -$384 0.05% 136
2021
Q1 		$333K Sell
900
-122
-12% -$41.9K 0.05% 137
2020
Q4 		$363K Buy
1,022
+93
+10% +$34.2K 0.05% 132
2020
Q3 		$356K Buy
929
+17
+2% +$6.49K 0.06% 122
2020
Q2 		$333K Sell
912
-14
-2% -$5.29K 0.06% 115
2020
Q1 		$314K Buy
+926
New +$364K 0.06% 113

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

Oxford Financial Group's LMT Position: Q1 2026 in Review

Oxford Financial Group reduced its Lockheed Martin (LMT) stake by 5.6% in Q1 2026, selling an estimated $43.7K and leaving 1,186 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #126.

Oxford Financial Group first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $777K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Oxford Financial Group held 1,186 shares of Lockheed Martin worth $717K as of Q1 2026.
  • Oxford Financial Group sold 71 Lockheed Martin shares in Q1 2026, an estimated $43.7K.
  • Lockheed Martin made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #126 holding.
  • Oxford Financial Group first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Lockheed Martin position peaked at $777K in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.