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Stiles Financial Services’s Lockheed Martin LMT Stock Holding History

Stiles 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 		$2.83M Buy
4,685
+142
+3% +$87.5K 0.87% 37
2025
Q4 		$2.2M Buy
4,543
+167
+4% +$79.9K 0.68% 49
2025
Q3 		$2.18M Sell
4,376
-116
-3% -$52.6K 0.69% 48
2025
Q2 		$2.08M Buy
4,492
+154
+4% +$72.1K 0.72% 49
2025
Q1 		$1.94M Buy
4,338
+191
+5% +$87.9K 0.75% 50
2024
Q4 		$2.02M Sell
4,147
-721
-15% -$393K 0.73% 47
2024
Q3 		$2.85M Sell
4,868
-104
-2% -$55.8K 1% 32
2024
Q2 		$2.33M Buy
4,972
+921
+23% +$426K 0.89% 35
2024
Q1 		$1.85M Buy
4,051
+1,023
+34% +$448K 0.74% 45
2023
Q4 		$1.38M Buy
3,028
+911
+43% +$404K 0.62% 53
2023
Q3 		$866K Buy
2,117
+1,007
+91% +$447K 0.45% 69
2023
Q2 		$511K Buy
1,110
+256
+30% +$119K 0.25% 100
2023
Q1 		$404K Buy
854
+156
+22% +$73.2K 0.22% 115
2022
Q4 		$340K Buy
698
+8
+1% +$3.72K 0.19% 124
2022
Q3 		$267K Buy
690
+3
+0.4% +$1.25K 0.16% 137
2022
Q2 		$295K Sell
687
-27
-4% -$11.9K 0.18% 129
2022
Q1 		$315K Sell
714
-13
-2% -$5.27K 0.16% 129
2021
Q4 		$227K Buy
+727
New +$251K 0.11% 165

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

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

Stiles Financial Services increased its Lockheed Martin (LMT) stake by 3.1% in Q1 2026, buying an estimated $87.5K and bringing the position to 4,685 shares worth $2.83M. The position accounts for 0.87% of the portfolio, ranked #37.

Stiles Financial Services first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.85M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stiles Financial Services held 4,685 shares of Lockheed Martin worth $2.83M as of Q1 2026.
  • Stiles Financial Services bought 142 Lockheed Martin shares in Q1 2026, an estimated $87.5K.
  • Lockheed Martin made up 0.87% of Stiles Financial Services's portfolio in Q1 2026, its #37 holding.
  • Stiles Financial Services first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Lockheed Martin position peaked at $2.85M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.