PSI Advisors’s Lockheed Martin LMT Stock Holding History

PSI 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	$291K	Buy	482 +12	+3%	+$7.39K	0.07%	117
2025 Q4	$227K	Hold	470	–	–	0.06%	113
2025 Q3	$235K	Hold	470	–	–	0.06%	123
2025 Q2	$218K	Sell	470 -3	-0.6%	-$1.4K	0.11%	102
2025 Q1	$211K	Sell	473 -63	-12%	-$29K	0.07%	117
2024 Q4	$260K	Buy	536 +33	+7%	+$18K	0.08%	115
2024 Q3	$294K	Buy	503 +1	+0.2%	+$537	0.09%	112
2024 Q2	$234K	Sell	502 -36	-7%	-$16.6K	0.07%	122
2024 Q1	$245K	Hold	538	–	–	0.09%	115
2023 Q4	$244K	Buy	538 +21	+4%	+$9.3K	0.09%	115
2023 Q3	$212K	Buy	517 +3	+0.6%	+$1.33K	0.09%	113
2023 Q2	$237K	Buy	514 +1	+0.2%	+$464	0.1%	107
2023 Q1	$243K	Hold	513	–	–	0.12%	101
2022 Q4	$250K	Buy	513 +5	+1%	+$2.32K	0.13%	96
2022 Q3	$196K	Buy	508 +25	+5%	+$10.4K	0.1%	113
2022 Q2	$208K	Sell	483 -275	-36%	-$121K	0.1%	121
2022 Q1	$334K	Sell	758 -10	-1%	-$4.05K	0.14%	111
2021 Q4	$273K	Sell	768 -34	-4%	-$11.8K	0.11%	127
2021 Q3	$277K	Buy	+802	New	+$290K	0.13%	123
2021 Q1	–	Sell	-674	Closed	-$239K	–	141
2020 Q4	$239K	Sell	674 -62	-8%	-$22.8K	0.16%	112
2020 Q3	$282K	Buy	736 +15	+2%	+$5.72K	0.22%	91
2020 Q2	$263K	Buy	721 +3	+0.4%	+$1.13K	0.21%	91
2020 Q1	$243K	Sell	718 -68	-9%	-$26.7K	0.22%	89
2019 Q4	$306K	Buy	+786	New	+$302K	0.2%	100

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

PSI Advisors's LMT Position: Q1 2026 in Review

PSI Advisors increased its Lockheed Martin (LMT) stake by 2.6% in Q1 2026, buying an estimated $7.39K and bringing the position to 482 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #117.

PSI Advisors first reported a position in LMT in Q4 2019 and has held it in 24 quarters since. The position peaked at $334K in Q1 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

PSI Advisors held 482 shares of Lockheed Martin worth $291K as of Q1 2026.
PSI Advisors bought 12 Lockheed Martin shares in Q1 2026, an estimated $7.39K.
Lockheed Martin made up 0.07% of PSI Advisors's portfolio in Q1 2026, its #117 holding.
PSI Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 24 quarters since.
PSI Advisors's Lockheed Martin position peaked at $334K in Q1 2022.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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