SMA
LMT icon

Sage Mountain Advisors’s Lockheed Martin LMT Stock Holding History

Sage Mountain 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 		– Sell
-1,635
Closed -$791K – 448
2025
Q4 		$791K Sell
1,635
-103
-6% -$49.3K 0.04% 201
2025
Q3 		$867K Buy
1,738
+4
+0.2% +$1.81K 0.05% 185
2025
Q2 		$803K Buy
1,734
+583
+51% +$273K 0.05% 172
2025
Q1 		$514K Sell
1,151
-332
-22% -$153K 0.04% 218
2024
Q4 		$720K Buy
1,483
+17
+1% +$9.27K 0.05% 160
2024
Q3 		$857K Buy
1,466
+263
+22% +$141K 0.07% 128
2024
Q2 		$562K Buy
1,203
+125
+12% +$57.8K 0.05% 162
2024
Q1 		$490K Sell
1,078
-83
-7% -$36.4K 0.05% 164
2023
Q4 		$526K Buy
1,161
+144
+14% +$63.8K 0.06% 124
2023
Q3 		$416K Buy
1,017
+38
+4% +$16.9K 0.06% 138
2023
Q2 		$451K Buy
979
+9
+0.9% +$4.18K 0.06% 122
2023
Q1 		$459K Buy
+970
New +$455K 0.07% 110

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

Sage Mountain Advisors's LMT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 1,635 shares — an estimated $791K sold.

Sage Mountain Advisors first reported a position in LMT in Q1 2023 and held it in 12 quarters. The position peaked at $867K in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,635 Lockheed Martin shares in Q1 2026, an estimated $791K.
  • Sage Mountain Advisors first reported a position in Lockheed Martin in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Lockheed Martin position peaked at $867K in Q3 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.