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Perennial Investment Advisors’s Lockheed Martin LMT Stock Holding History

Perennial 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 		$555K Buy
919
+58
+7% +$35.7K 0.04% 278
2025
Q4 		$416K Sell
861
-25
-3% -$12K 0.03% 307
2025
Q3 		$442K Buy
886
+4
+0.5% +$1.81K 0.04% 283
2025
Q2 		$408K Sell
882
-16
-2% -$7.49K 0.04% 286
2025
Q1 		$401K Buy
898
+43
+5% +$19.8K 0.05% 264
2024
Q4 		$415K Buy
855
+148
+21% +$80.7K 0.05% 249
2024
Q3 		$414K Sell
707
-33
-4% -$17.7K 0.05% 238
2024
Q2 		$346K Sell
740
-11
-1% -$5.08K 0.05% 260
2024
Q1 		$341K Hold
751
– – 0.05% 240
2023
Q4 		$340K Sell
751
-80
-10% -$35.4K 0.06% 227
2023
Q3 		$340K Sell
831
-16
-2% -$7.1K 0.06% 221
2023
Q2 		$390K Sell
847
-41
-5% -$19K 0.07% 207
2023
Q1 		$420K Buy
888
+99
+13% +$46.4K 0.08% 197
2022
Q4 		$384K Buy
789
+16
+2% +$7.43K 0.16% 127
2022
Q3 		$298K Sell
773
-475
-38% -$198K 0.14% 133
2022
Q2 		$536K Buy
1,248
+500
+67% +$220K 0.21% 92
2022
Q1 		$328K Sell
748
-528
-41% -$214K 0.1% 159
2021
Q4 		$454K Buy
1,276
+2
+0.2% +$692 0.14% 129
2021
Q3 		$439K Buy
1,274
+78
+7% +$28.2K 0.16% 124
2021
Q2 		$453K Buy
1,196
+18
+2% +$6.92K 0.17% 118
2021
Q1 		$435K Buy
1,178
+471
+67% +$162K 0.17% 112
2020
Q4 		$251K Sell
707
-19
-3% -$6.98K 0.11% 134
2020
Q3 		$278K Sell
726
-149
-17% -$56.9K 0.14% 115
2020
Q2 		$319K Sell
875
-38
-4% -$14.4K 0.22% 94
2020
Q1 		$308K Sell
913
-3
-0.3% -$1.18K 0.27% 80
2019
Q4 		$357K Buy
+916
New +$352K 0.28% 82

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

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

Perennial Investment Advisors increased its Lockheed Martin (LMT) stake by 6.7% in Q1 2026, buying an estimated $35.7K and bringing the position to 919 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #278.

Perennial Investment Advisors first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Perennial Investment Advisors held 919 shares of Lockheed Martin worth $555K as of Q1 2026.
  • Perennial Investment Advisors bought 58 Lockheed Martin shares in Q1 2026, an estimated $35.7K.
  • Lockheed Martin made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #278 holding.
  • Perennial Investment Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.