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Powers Advisory Group’s Lockheed Martin LMT Stock Holding History

Powers Advisory 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 		$2.71M Sell
4,484
-44
-1% -$27.1K 0.96% 21
2025
Q4 		$2.19M Buy
4,528
+62
+1% +$29.7K 0.82% 22
2025
Q3 		$2.23M Sell
4,466
-54
-1% -$24.5K 0.89% 20
2025
Q2 		$2.09M Buy
4,520
+21
+0.5% +$9.83K 0.92% 21
2025
Q1 		$2.01M Sell
4,499
-48
-1% -$22.1K 0.96% 20
2024
Q4 		$2.21M Sell
4,547
-37
-0.8% -$20.2K 1.11% 19
2024
Q3 		$2.68M Buy
4,584
+10
+0.2% +$5.37K 1.34% 16
2024
Q2 		$2.14M Buy
4,574
+30
+0.7% +$13.9K 1.17% 19
2024
Q1 		$2.07M Buy
4,544
+46
+1% +$20.2K 1.18% 17
2023
Q4 		$2.04M Sell
4,498
-112
-2% -$49.6K 1.26% 17
2023
Q3 		$1.89M Sell
4,610
-53
-1% -$23.5K 1.28% 19
2023
Q2 		$2.15M Buy
4,663
+12
+0.3% +$5.57K 1.42% 15
2023
Q1 		$2.2M Buy
4,651
+38
+0.8% +$17.8K 1.54% 15
2022
Q4 		$2.24M Sell
4,613
-32
-0.7% -$14.9K 1.65% 15
2022
Q3 		$1.79M Sell
4,645
-24
-0.5% -$10K 1.43% 15
2022
Q2 		$2.01M Sell
4,669
-206
-4% -$90.5K 1.54% 15
2022
Q1 		$2.15M Buy
4,875
+68
+1% +$27.6K 1.5% 16
2021
Q4 		$1.71M Buy
+4,807
New +$1.66M 1.2% 21

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

Powers Advisory Group's LMT Position: Q1 2026 in Review

Powers Advisory Group reduced its Lockheed Martin (LMT) stake by 0.97% in Q1 2026, selling an estimated $27.1K and leaving 4,484 shares worth $2.71M. The position accounts for 0.96% of the portfolio, ranked #21.

Powers Advisory Group first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Powers Advisory Group held 4,484 shares of Lockheed Martin worth $2.71M as of Q1 2026.
  • Powers Advisory Group sold 44 Lockheed Martin shares in Q1 2026, an estimated $27.1K.
  • Lockheed Martin made up 0.96% of Powers Advisory Group's portfolio in Q1 2026, its #21 holding.
  • Powers Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.