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Stonebridge Capital Advisors’s Lockheed Martin LMT Stock Holding History

Stonebridge Capital 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 		$397K Buy
657
+79
+14% +$48.7K 0.03% 154
2025
Q4 		$280K Buy
578
+1
+0.2% +$479 0.02% 175
2025
Q3 		$288K Sell
577
-4
-0.7% -$1.81K 0.02% 171
2025
Q2 		$269K Sell
581
-7
-1% -$3.28K 0.02% 179
2025
Q1 		$262K Sell
588
-59
-9% -$27.2K 0.02% 178
2024
Q4 		$314K Buy
647
+33
+5% +$18K 0.03% 169
2024
Q3 		$359K Buy
614
+22
+4% +$11.8K 0.03% 163
2024
Q2 		$277K Sell
592
-122
-17% -$56.4K 0.02% 174
2024
Q1 		$325K Buy
714
+61
+9% +$26.7K 0.03% 168
2023
Q4 		$296K Sell
653
-25
-4% -$11.1K 0.03% 164
2023
Q3 		$277K Sell
678
-75
-10% -$33.3K 0.03% 169
2023
Q2 		$347K Buy
753
+39
+5% +$18.1K 0.04% 151
2023
Q1 		$338K Buy
714
+29
+4% +$13.6K 0.04% 149
2022
Q4 		$333K Buy
685
+7
+1% +$3.25K 0.04% 151
2022
Q3 		$262K Sell
678
-124
-15% -$51.8K 0.03% 169
2022
Q2 		$345K Hold
802
– – 0.04% 157
2022
Q1 		$354K Buy
802
+26
+3% +$10.5K 0.04% 159
2021
Q4 		$276K Sell
776
-8
-1% -$2.77K 0.03% 176
2021
Q3 		$271K Buy
784
+86
+12% +$31.1K 0.03% 167
2021
Q2 		$261K Buy
698
+317
+83% +$122K 0.02% 226
2021
Q1 		$141K Buy
+381
New +$131K 0.02% 219
2020
Q3 		– Sell
-231
Closed -$84K – 471
2020
Q2 		$84K Buy
231
+22
+11% +$8.31K 0.02% 236
2020
Q1 		$71K Hold
209
– – 0.02% 234
2019
Q4 		$81K Sell
209
-47
-18% -$18K 0.01% 265
2019
Q3 		$100K Sell
256
-27
-10% -$10.2K 0.02% 234
2019
Q2 		$103K Buy
+283
New +$94.7K 0.02% 228

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

Stonebridge Capital Advisors's LMT Position: Q1 2026 in Review

Stonebridge Capital Advisors increased its Lockheed Martin (LMT) stake by 14% in Q1 2026, buying an estimated $48.7K and bringing the position to 657 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #154.

Stonebridge Capital Advisors first reported a position in LMT in Q2 2019 and has held it in 26 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stonebridge Capital Advisors held 657 shares of Lockheed Martin worth $397K as of Q1 2026.
  • Stonebridge Capital Advisors bought 79 Lockheed Martin shares in Q1 2026, an estimated $48.7K.
  • Lockheed Martin made up 0.03% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #154 holding.
  • Stonebridge Capital Advisors first reported a position in Lockheed Martin in Q2 2019 and has held it in 26 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.