Powell Investment Advisors’s Lockheed Martin LMT Stock Holding History

Powell 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	$1.16M	Hold	1,927	–	–	0.4%	34
2025 Q4	$932K	Hold	1,927	–	–	0.32%	44
2025 Q3	$962K	Buy	1,927 +1,190	+161%	+$540K	0.34%	42
2025 Q2	$341K	Hold	737	–	–	0.13%	99
2025 Q1	$329K	Hold	737	–	–	0.16%	84
2024 Q4	$358K	Hold	737	–	–	0.17%	83
2024 Q3	$431K	Hold	737	–	–	0.2%	71
2024 Q2	$344K	Hold	737	–	–	0.18%	78
2024 Q1	$335K	Hold	737	–	–	0.18%	75
2023 Q4	$334K	Hold	737	–	–	0.18%	78
2023 Q3	$301K	Hold	737	–	–	0.18%	80
2023 Q2	$339K	Hold	737	–	–	0.2%	78
2023 Q1	$348K	Hold	737	–	–	0.19%	80
2022 Q4	$359K	Hold	737	–	–	0.21%	79
2022 Q3	$285K	Buy	737 +138	+23%	+$57.6K	0.19%	85
2022 Q2	$258K	Hold	599	–	–	0.16%	89
2022 Q1	$264K	Hold	599	–	–	0.15%	83
2021 Q4	$213K	Sell	599 -114	-16%	-$39.4K	0.12%	99
2021 Q3	$246K	Hold	713	–	–	0.15%	88
2021 Q2	$270K	Hold	713	–	–	0.17%	87
2021 Q1	$263K	Hold	713	–	–	0.17%	80
2020 Q4	$253K	Hold	713	–	–	0.19%	72
2020 Q3	$273K	Sell	713 -78	-10%	-$29.8K	0.23%	65
2020 Q2	$289K	Hold	791	–	–	0.28%	64
2020 Q1	$268K	Buy	791 +1	+0.1%	+$393	0.32%	61
2019 Q4	$308K	Buy	+790	New	+$303K	0.32%	69

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

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

Powell Investment Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,927 shares worth $1.16M. The position accounts for 0.4% of the portfolio, ranked #34.

Powell 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.

Powell Investment Advisors held 1,927 shares of Lockheed Martin worth $1.16M as of Q1 2026.
Powell Investment Advisors left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.4% of Powell Investment Advisors's portfolio in Q1 2026, its #34 holding.
Powell 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 Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.