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SNS Financial Group’s Lockheed Martin LMT Stock Holding History

SNS Financial Group’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 		$535K Buy
+886
New +$546K 0.05% 123
2025
Q1 		– Sell
-438
Closed -$213K – 193
2024
Q4 		$213K Sell
438
-16
-4% -$8.72K 0.02% 180
2024
Q3 		$265K Buy
454
+5
+1% +$2.68K 0.03% 165
2024
Q2 		$210K Buy
449
+9
+2% +$4.16K 0.02% 180
2024
Q1 		$200K Sell
440
-163
-27% -$71.4K 0.02% 186
2023
Q4 		$273K Buy
603
+30
+5% +$13.3K 0.03% 152
2023
Q3 		$234K Sell
573
-47
-8% -$20.9K 0.03% 159
2023
Q2 		$285K Sell
620
-15
-2% -$6.96K 0.04% 143
2023
Q1 		$300K Buy
+635
New +$298K 0.04% 146
2017
Q1 		– Sell
-467
Closed -$117K – 237
2016
Q4 		$117K Buy
+467
New +$117K 0.03% 177
2016
Q3 		– Sell
-7,682
Closed -$1.91M – 136
2016
Q2 		$1.91M Buy
7,682
+824
+12% +$194K 0.48% 33
2016
Q1 		$1.52M Buy
6,858
+169
+3% +$36.4K 0.39% 43
2015
Q4 		$1.45M Sell
6,689
-311
-4% -$67.5K 0.36% 49
2015
Q3 		$1.45M Sell
7,000
-86
-1% -$17.5K 0.4% 40
2015
Q2 		$1.32M Buy
7,086
+1,283
+22% +$247K 0.4% 52
2015
Q1 		$1.18M Buy
5,803
+1,147
+25% +$226K 0.43% 44
2014
Q4 		$897K Buy
4,656
+684
+17% +$127K 0.35% 53
2014
Q3 		$726K Buy
3,972
+876
+28% +$149K 0.24% 56
2014
Q2 		$498K Buy
3,096
+325
+12% +$52.8K 0.2% 70
2014
Q1 		$452K Buy
2,771
+787
+40% +$124K 0.2% 53
2013
Q4 		$295K Buy
+1,984
New +$269K 0.14% 100

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

SNS Financial Group's LMT Position: Q1 2026 in Review

SNS Financial Group opened a new position in Lockheed Martin (LMT) in Q1 2026: 886 shares worth $535K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in LMT as recently as Q4 2024.

SNS Financial Group first reported a position in LMT in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.91M in Q2 2016. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • SNS Financial Group held 886 shares of Lockheed Martin worth $535K as of Q1 2026.
  • Lockheed Martin was a new SNS Financial Group position in Q1 2026.
  • Lockheed Martin made up 0.05% of SNS Financial Group's portfolio in Q1 2026, its #123 holding.
  • SNS Financial Group first reported a position in Lockheed Martin in Q4 2013 and has held it in 21 quarters since.
  • SNS Financial Group's Lockheed Martin position peaked at $1.91M in Q2 2016.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.