Sun Financial’s Lockheed Martin LMT Stock Holding History

Sun Financial’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	$442K	Sell	849 -35	-4%	-$21.6K	0.22%	96
2025 Q4	$428K	Buy	+884	New	+$423K	0.24%	95

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sun Financial's LMT Position: Q1 2026 in Review

Sun Financial reduced its Lockheed Martin (LMT) stake by 4% in Q1 2026, selling an estimated $21.6K and leaving 849 shares worth $442K. The position accounts for 0.22% of the portfolio, ranked #96.

Sun Financial first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,920 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Sun Financial held 849 shares of Lockheed Martin worth $442K as of Q1 2026.
Sun Financial sold 35 Lockheed Martin shares in Q1 2026, an estimated $21.6K.
Lockheed Martin made up 0.22% of Sun Financial's portfolio in Q1 2026, its #96 holding.
Sun Financial first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
2,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.