Panoramic Investment Advisors’s Lockheed Martin LMT Stock Holding History

Panoramic Investment 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	$287K	Buy	475 +1	+0.2%	+$616	0.16%	103
2025 Q4	$229K	Hold	474	–	–	0.12%	116
2025 Q3	$237K	Sell	474 -68	-13%	-$30.9K	0.13%	111
2025 Q2	$251K	Sell	542 -100	-16%	-$46.8K	0.15%	101
2025 Q1	$287K	Sell	642 -49	-7%	-$22.6K	0.19%	87
2024 Q4	$336K	Buy	691 +104	+18%	+$56.7K	0.22%	82
2024 Q3	$343K	Buy	+587	New	+$315K	0.24%	83
2024 Q1	$267K	Sell	587 -9	-2%	-$3.94K	0.2%	90
2023 Q4	$270K	Buy	596 +50	+9%	+$22.2K	0.23%	86
2023 Q3	$223K	Buy	+546	New	+$242K	0.21%	91
2022 Q4	$241K	Buy	+496	New	+$230K	0.25%	83

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

Panoramic Investment Advisors's LMT Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Lockheed Martin (LMT) stake by 0.21% in Q1 2026, buying an estimated $616 and bringing the position to 475 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #103.

Panoramic Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $343K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Panoramic Investment Advisors held 475 shares of Lockheed Martin worth $287K as of Q1 2026.
Panoramic Investment Advisors bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
Lockheed Martin made up 0.16% of Panoramic Investment Advisors's portfolio in Q1 2026, its #103 holding.
Panoramic Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Lockheed Martin position peaked at $343K in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.