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Stegent Equity Advisors’s Lockheed Martin LMT Stock Holding History

Stegent Equity 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 		$485K Sell
803
-134
-14% -$82.5K 0.41% 63
2025
Q4 		$453K Buy
937
+31
+3% +$14.8K 0.35% 74
2025
Q3 		$452K Sell
906
-185
-17% -$83.9K 0.37% 74
2025
Q2 		$505K Buy
1,091
+137
+14% +$64.1K 0.45% 66
2025
Q1 		$426K Buy
954
+355
+59% +$163K 0.43% 70
2024
Q4 		$291K Buy
599
+124
+26% +$67.6K 0.3% 76
2024
Q3 		$278K Sell
475
-136
-22% -$73K 0.31% 78
2024
Q2 		$285K Sell
611
-205
-25% -$94.7K 0.3% 68
2024
Q1 		$371K Buy
+816
New +$358K 0.38% 56

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

Stegent Equity Advisors's LMT Position: Q1 2026 in Review

Stegent Equity Advisors reduced its Lockheed Martin (LMT) stake by 14% in Q1 2026, selling an estimated $82.5K and leaving 803 shares worth $485K. The position accounts for 0.41% of the portfolio, ranked #63.

Stegent Equity Advisors first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $505K in Q2 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stegent Equity Advisors held 803 shares of Lockheed Martin worth $485K as of Q1 2026.
  • Stegent Equity Advisors sold 134 Lockheed Martin shares in Q1 2026, an estimated $82.5K.
  • Lockheed Martin made up 0.41% of Stegent Equity Advisors's portfolio in Q1 2026, its #63 holding.
  • Stegent Equity Advisors first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • Stegent Equity Advisors's Lockheed Martin position peaked at $505K in Q2 2025.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.