Sharp Financial Services’s Lockheed Martin LMT Stock Holding History

Sharp Financial Services’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	$294K	Sell	486 -85	-15%	-$52.4K	0.15%	94
2025 Q4	$276K	Buy	571 +52	+10%	+$24.9K	0.14%	93
2025 Q3	$259K	Sell	519 -698	-57%	-$317K	0.14%	90
2025 Q2	$564K	Buy	1,217 +390	+47%	+$183K	0.36%	37
2025 Q1	$370K	Buy	827 +37	+5%	+$17K	0.28%	52
2024 Q4	$384K	Buy	790 +267	+51%	+$146K	0.29%	51
2024 Q3	$306K	Sell	523 -179	-25%	-$96.1K	0.24%	67
2024 Q2	$328K	Sell	702 -228	-25%	-$105K	0.28%	67
2024 Q1	$423K	Sell	930 -240	-21%	-$105K	0.39%	54
2023 Q4	$530K	Buy	+1,170	New	+$518K	0.58%	38

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Sharp Financial Services's LMT Position: Q1 2026 in Review

Sharp Financial Services reduced its Lockheed Martin (LMT) stake by 15% in Q1 2026, selling an estimated $52.4K and leaving 486 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #94.

Sharp Financial Services first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $564K in Q2 2025. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Sharp Financial Services held 486 shares of Lockheed Martin worth $294K as of Q1 2026.
Sharp Financial Services sold 85 Lockheed Martin shares in Q1 2026, an estimated $52.4K.
Lockheed Martin made up 0.15% of Sharp Financial Services's portfolio in Q1 2026, its #94 holding.
Sharp Financial Services first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Sharp Financial Services's Lockheed Martin position peaked at $564K in Q2 2025.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.