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Sovran Advisors’s Lockheed Martin LMT Stock Holding History

Sovran 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 		$293K Sell
565
-262
-32% -$161K 0.02% 461
2025
Q4 		$478K Buy
827
+333
+67% +$159K 0.04% 354
2025
Q3 		$242K Sell
494
-10
-2% -$4.54K 0.02% 470
2025
Q2 		$234K Sell
504
-75
-13% -$35.1K 0.02% 450
2025
Q1 		$269K Sell
579
-31
-5% -$14.3K 0.03% 392
2024
Q4 		$296K Buy
+610
New +$333K 0.04% 340

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

Sovran Advisors's LMT Position: Q1 2026 in Review

Sovran Advisors reduced its Lockheed Martin (LMT) stake by 32% in Q1 2026, selling an estimated $161K and leaving 565 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #461.

Sovran Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q4 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sovran Advisors held 565 shares of Lockheed Martin worth $293K as of Q1 2026.
  • Sovran Advisors sold 262 Lockheed Martin shares in Q1 2026, an estimated $161K.
  • Lockheed Martin made up 0.02% of Sovran Advisors's portfolio in Q1 2026, its #461 holding.
  • Sovran Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Sovran Advisors's Lockheed Martin position peaked at $478K in Q4 2025.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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