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Purkiss Capital Advisors’s Lockheed Martin LMT Stock Holding History

Purkiss Capital 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 		$1.17M Buy
1,934
+707
+58% +$436K 0.51% 48
2025
Q4 		$594K Buy
1,227
+2
+0.2% +$957 0.28% 78
2025
Q3 		$612K Sell
1,225
-79
-6% -$35.8K 0.29% 77
2025
Q2 		$604K Buy
1,304
+513
+65% +$240K 0.34% 64
2025
Q1 		$353K Buy
791
+5
+0.6% +$2.3K 0.27% 70
2024
Q4 		$382K Buy
+786
New +$428K 0.33% 54

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

Purkiss Capital Advisors's LMT Position: Q1 2026 in Review

Purkiss Capital Advisors increased its Lockheed Martin (LMT) stake by 58% in Q1 2026, buying an estimated $436K and bringing the position to 1,934 shares worth $1.17M. The position accounts for 0.51% of the portfolio, ranked #48.

Purkiss Capital Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Purkiss Capital Advisors held 1,934 shares of Lockheed Martin worth $1.17M as of Q1 2026.
  • Purkiss Capital Advisors bought 707 Lockheed Martin shares in Q1 2026, an estimated $436K.
  • Lockheed Martin made up 0.51% of Purkiss Capital Advisors's portfolio in Q1 2026, its #48 holding.
  • Purkiss Capital Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Purkiss Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.