Safeguard Investment Advisory Group’s Lockheed Martin LMT Stock Holding History

Safeguard Investment 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	$367K	Buy	607 +177	+41%	+$109K	0.1%	83
2025 Q4	$208K	Sell	430 -7	-2%	-$3.35K	0.05%	132
2025 Q3	$218K	Buy	+437	New	+$198K	0.05%	132
2024 Q2	–	Sell	-578	Closed	-$264K	–	113
2024 Q1	$264K	Sell	578 -1	-0.2%	-$438	0.09%	78
2023 Q4	$263K	Buy	579 +33	+6%	+$14.6K	0.1%	77
2023 Q3	$224K	Sell	546 -2	-0.4%	-$887	0.1%	84
2023 Q2	$253K	Buy	+548	New	+$254K	0.11%	82
2021 Q1	–	Sell	-268	Closed	-$95K	–	435
2020 Q4	$95K	Buy	+268	New	+$98.5K	0.08%	123

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Safeguard Investment Advisory Group's LMT Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Lockheed Martin (LMT) stake by 41% in Q1 2026, buying an estimated $109K and bringing the position to 607 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #83.

Safeguard Investment Advisory Group first reported a position in LMT in Q4 2020 and has held it in 8 quarters since. 2,916 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Safeguard Investment Advisory Group held 607 shares of Lockheed Martin worth $367K as of Q1 2026.
Safeguard Investment Advisory Group bought 177 Lockheed Martin shares in Q1 2026, an estimated $109K.
Lockheed Martin made up 0.1% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #83 holding.
Safeguard Investment Advisory Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 8 quarters since.
2,916 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.