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Seneca House Advisors’s Lockheed Martin LMT Stock Holding History

Seneca House 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 		$1.28M Buy
2,113
+12
+0.6% +$7.39K 0.51% 40
2025
Q4 		$1.02M Sell
2,101
-18
-0.8% -$8.61K 0.38% 46
2025
Q3 		$1.06M Sell
2,119
-75
-3% -$34K 0.43% 43
2025
Q2 		$1.02M Buy
2,194
+131
+6% +$61.3K 0.43% 36
2025
Q1 		$922K Buy
2,063
+363
+21% +$167K 0.39% 38
2024
Q4 		$826K Sell
1,700
-74
-4% -$40.3K 0.33% 47
2024
Q3 		$1.04M Buy
1,774
+7
+0.4% +$3.76K 0.44% 35
2024
Q2 		$825K Buy
1,767
+7
+0.4% +$3.23K 0.36% 41
2024
Q1 		$801K Sell
1,760
-4
-0.2% -$1.75K 0.35% 43
2023
Q4 		$800K Buy
1,764
+10
+0.6% +$4.43K 0.37% 42
2023
Q3 		$766K Sell
1,754
-25
-1% -$11.1K 0.4% 45
2023
Q2 		$819K Sell
1,779
-28
-2% -$13K 0.41% 42
2023
Q1 		$854K Sell
1,807
-831
-32% -$390K 0.44% 43
2022
Q4 		$1.28M Sell
2,638
-1,558
-37% -$724K 0.71% 35
2022
Q3 		$1.62M Buy
4,196
+411
+11% +$172K 1.2% 26
2022
Q2 		$1.63M Sell
3,785
-91
-2% -$40K 1.06% 30
2022
Q1 		$1.71M Buy
3,876
+425
+12% +$172K 0.9% 29
2021
Q4 		$1.23M Buy
3,451
+2,694
+356% +$932K 0.65% 37
2021
Q3 		$261K Buy
+757
New +$274K 0.16% 76

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

Seneca House Advisors's LMT Position: Q1 2026 in Review

Seneca House Advisors increased its Lockheed Martin (LMT) stake by 0.57% in Q1 2026, buying an estimated $7.39K and bringing the position to 2,113 shares worth $1.28M. The position accounts for 0.51% of the portfolio, ranked #40.

Seneca House Advisors first reported a position in LMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q1 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Seneca House Advisors held 2,113 shares of Lockheed Martin worth $1.28M as of Q1 2026.
  • Seneca House Advisors bought 12 Lockheed Martin shares in Q1 2026, an estimated $7.39K.
  • Lockheed Martin made up 0.51% of Seneca House Advisors's portfolio in Q1 2026, its #40 holding.
  • Seneca House Advisors first reported a position in Lockheed Martin in Q3 2021 and has held it in 19 quarters since.
  • Seneca House Advisors's Lockheed Martin position peaked at $1.71M in Q1 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Seneca House Advisors's 13F filing for Q1 2026, filed 1 May 2026.