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Scarborough Advisors’s Lockheed Martin LMT Stock Holding History

Scarborough 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 		$4M Buy
+6,621
New +$4.08M 0.44% 52
2025
Q2 		– Sell
-6,361
Closed -$2.84M – 484
2025
Q1 		$2.84M Buy
6,361
+17
+0.3% +$7.83K 0.4% 51
2024
Q4 		$3.08M Sell
6,344
-45
-0.7% -$24.5K 0.44% 43
2024
Q3 		$3.73M Buy
+6,389
New +$3.43M 0.6% 33
2024
Q1 		– Sell
-6,707
Closed -$3.04M – 579
2023
Q4 		$3.04M Buy
6,707
+8
+0.1% +$3.54K 0.63% 37
2023
Q3 		$2.74M Buy
6,699
+11
+0.2% +$4.88K 0.67% 37
2023
Q2 		$3.08M Buy
6,688
+22
+0.3% +$10.2K 0.74% 33
2023
Q1 		$3.15M Buy
6,666
+64
+1% +$30K 0.79% 30
2022
Q4 		$3.21M Buy
6,602
+65
+1% +$30.2K 0.86% 31
2022
Q3 		$2.52M Buy
6,537
+12
+0.2% +$5.01K 0.79% 31
2022
Q2 		$2.81M Sell
6,525
-6
-0.1% -$2.63K 0.96% 26
2022
Q1 		$2.88M Buy
6,531
+21
+0.3% +$8.51K 0.92% 28
2021
Q4 		$2.31M Buy
+6,510
New +$2.25M 0.8% 31

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

Scarborough Advisors's LMT Position: Q1 2026 in Review

Scarborough Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 6,621 shares worth $4M. The stake represents 0.44% of the portfolio and ranks #52 among its holdings. This is a return to the name: Scarborough Advisors previously reported a position in LMT as recently as Q1 2025.

Scarborough Advisors first reported a position in LMT in Q4 2021 and has held it in 13 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Scarborough Advisors held 6,621 shares of Lockheed Martin worth $4M as of Q1 2026.
  • Lockheed Martin was a new Scarborough Advisors position in Q1 2026.
  • Lockheed Martin made up 0.44% of Scarborough Advisors's portfolio in Q1 2026, its #52 holding.
  • Scarborough Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 13 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.