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Souders Financial Advisors’s Lockheed Martin LMT Stock Holding History

Souders Financial 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 		$361K Buy
598
+68
+13% +$41.9K 0.04% 166
2025
Q4 		$256K Buy
530
+29
+6% +$13.9K 0.03% 191
2025
Q3 		$250K Buy
501
+2
+0.4% +$907 0.03% 184
2025
Q2 		$231K Buy
499
+5
+1% +$2.34K 0.03% 188
2025
Q1 		$220K Buy
494
+30
+6% +$13.8K 0.03% 174
2024
Q4 		$226K Buy
464
+5
+1% +$2.73K 0.03% 167
2024
Q3 		$269K Buy
459
+1
+0.2% +$537 0.04% 147
2024
Q2 		$214K Buy
458
+9
+2% +$4.16K 0.03% 157
2024
Q1 		$204K Sell
449
-9
-2% -$3.94K 0.03% 155
2023
Q4 		$208K Sell
458
-1,131
-71% -$501K 0.04% 151
2023
Q3 		$650K Sell
1,589
-532
-25% -$236K 0.12% 105
2023
Q2 		$976K Sell
2,121
-18
-0.8% -$8.36K 0.19% 85
2023
Q1 		$1.01M Buy
2,139
+21
+1% +$9.85K 0.21% 82
2022
Q4 		$1.03M Sell
2,118
-19
-0.9% -$8.83K 0.24% 79
2022
Q3 		$826K Buy
2,137
+548
+34% +$229K 0.22% 82
2022
Q2 		$683K Buy
1,589
+1,109
+231% +$487K 0.2% 87
2022
Q1 		$212K Sell
480
-98
-17% -$39.7K 0.06% 135
2021
Q4 		$205K Buy
+578
New +$200K 0.06% 133
2021
Q3 		– Sell
-2,244
Closed -$849K – 139
2021
Q2 		$849K Buy
2,244
+116
+5% +$44.6K 0.29% 74
2021
Q1 		$786K Buy
2,128
+1,535
+259% +$527K 0.31% 69
2020
Q4 		$211K Sell
593
-5
-0.8% -$1.84K 0.09% 104
2020
Q3 		$222K Buy
598
+3
+0.5% +$1.15K 0.1% 97
2020
Q2 		$217K Buy
+595
New +$225K 0.12% 91

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

Souders Financial Advisors's LMT Position: Q1 2026 in Review

Souders Financial Advisors increased its Lockheed Martin (LMT) stake by 13% in Q1 2026, buying an estimated $41.9K and bringing the position to 598 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #166.

Souders Financial Advisors first reported a position in LMT in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Souders Financial Advisors held 598 shares of Lockheed Martin worth $361K as of Q1 2026.
  • Souders Financial Advisors bought 68 Lockheed Martin shares in Q1 2026, an estimated $41.9K.
  • Lockheed Martin made up 0.04% of Souders Financial Advisors's portfolio in Q1 2026, its #166 holding.
  • Souders Financial Advisors first reported a position in Lockheed Martin in Q2 2020 and has held it in 23 quarters since.
  • Souders Financial Advisors's Lockheed Martin position peaked at $1.03M in Q4 2022.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.