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Resurgent Financial Advisors’s Lockheed Martin LMT Stock Holding History

Resurgent Financial 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 		$451K Sell
746
-37
-5% -$22.8K 0.16% 150
2025
Q4 		$379K Sell
783
-19
-2% -$9.09K 0.19% 148
2025
Q3 		$400K Sell
802
-588
-42% -$267K 0.2% 142
2025
Q2 		$644K Buy
1,390
+199
+17% +$93.2K 0.35% 77
2025
Q1 		$532K Sell
1,191
-174
-13% -$80.1K 0.32% 87
2024
Q4 		$663K Buy
1,365
+66
+5% +$36K 0.39% 69
2024
Q3 		$759K Buy
1,299
+45
+4% +$24.2K 0.44% 65
2024
Q2 		$586K Buy
1,254
+32
+3% +$14.8K 0.36% 78
2024
Q1 		$556K Sell
1,222
-216
-15% -$94.7K 0.3% 97
2023
Q4 		$652K Sell
1,438
-92
-6% -$40.8K 0.4% 67
2023
Q3 		$626K Buy
1,530
+31
+2% +$13.8K 0.43% 58
2023
Q2 		$690K Buy
1,499
+91
+6% +$42.2K 0.46% 55
2023
Q1 		$666K Sell
1,408
-616
-30% -$289K 0.44% 55
2022
Q4 		$985K Buy
2,024
+86
+4% +$40K 0.52% 45
2022
Q3 		$748K Buy
1,938
+265
+16% +$111K 0.5% 52
2022
Q2 		$719K Buy
1,673
+443
+36% +$195K 0.46% 59
2022
Q1 		$543K Buy
1,230
+382
+45% +$155K 0.34% 80
2021
Q4 		$301K Buy
+848
New +$293K 0.24% 93

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

Resurgent Financial Advisors's LMT Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Lockheed Martin (LMT) stake by 4.7% in Q1 2026, selling an estimated $22.8K and leaving 746 shares worth $451K. The position accounts for 0.16% of the portfolio, ranked #150.

Resurgent Financial Advisors first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $985K in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Resurgent Financial Advisors held 746 shares of Lockheed Martin worth $451K as of Q1 2026.
  • Resurgent Financial Advisors sold 37 Lockheed Martin shares in Q1 2026, an estimated $22.8K.
  • Lockheed Martin made up 0.16% of Resurgent Financial Advisors's portfolio in Q1 2026, its #150 holding.
  • Resurgent Financial Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Lockheed Martin position peaked at $985K in Q4 2022.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.