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Savvy Advisors Inc’s Lockheed Martin LMT Stock Holding History

Savvy Advisors Inc’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 		$4.7M Buy
7,778
+141
+2% +$86.9K 0.13% 128
2025
Q4 		$3.69M Buy
7,637
+2,847
+59% +$1.36M 0.12% 127
2025
Q3 		$2.39M Buy
4,790
+120
+3% +$54.4K 0.11% 132
2025
Q2 		$2.16M Buy
4,670
+3,096
+197% +$1.45M 0.14% 107
2025
Q1 		$703K Sell
1,574
-1,006
-39% -$463K 0.07% 224
2024
Q4 		$1.25M Buy
2,580
+1,710
+197% +$932K 0.15% 113
2024
Q3 		$509K Buy
870
+208
+31% +$112K 0.1% 179
2024
Q2 		$309K Buy
662
+212
+47% +$98K 0.1% 206
2024
Q1 		$205K Buy
+450
New +$197K 0.12% 212

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

Savvy Advisors Inc's LMT Position: Q1 2026 in Review

Savvy Advisors Inc increased its Lockheed Martin (LMT) stake by 1.8% in Q1 2026, buying an estimated $86.9K and bringing the position to 7,778 shares worth $4.7M. The position accounts for 0.13% of the portfolio, ranked #128.

Savvy Advisors Inc first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Savvy Advisors Inc held 7,778 shares of Lockheed Martin worth $4.7M as of Q1 2026.
  • Savvy Advisors Inc bought 141 Lockheed Martin shares in Q1 2026, an estimated $86.9K.
  • Lockheed Martin made up 0.13% of Savvy Advisors Inc's portfolio in Q1 2026, its #128 holding.
  • Savvy Advisors Inc first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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