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SYM Financial Corp’s Lockheed Martin LMT Stock Holding History

SYM Financial Corp’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 		$529K Buy
875
+92
+12% +$56.7K 0.05% 122
2025
Q4 		$379K Buy
783
+152
+24% +$72.7K 0.04% 178
2025
Q3 		$315K Buy
631
+46
+8% +$20.9K 0.03% 207
2025
Q2 		$271K Buy
585
+110
+23% +$51.5K 0.03% 233
2025
Q1 		$212K Buy
475
+41
+9% +$18.9K 0.03% 252
2024
Q4 		$211K Buy
434
+23
+6% +$12.5K 0.03% 224
2024
Q3 		$240K Buy
+411
New +$221K 0.03% 144
2020
Q1 		– Sell
-573
Closed -$223K – 83
2019
Q4 		$223K Hold
573
– – 0.15% 40
2019
Q3 		$224K Buy
+573
New +$215K 0.15% 30

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

SYM Financial Corp's LMT Position: Q1 2026 in Review

SYM Financial Corp increased its Lockheed Martin (LMT) stake by 12% in Q1 2026, buying an estimated $56.7K and bringing the position to 875 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #122.

SYM Financial Corp first reported a position in LMT in Q3 2019 and has held it in 9 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • SYM Financial Corp held 875 shares of Lockheed Martin worth $529K as of Q1 2026.
  • SYM Financial Corp bought 92 Lockheed Martin shares in Q1 2026, an estimated $56.7K.
  • Lockheed Martin made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #122 holding.
  • SYM Financial Corp first reported a position in Lockheed Martin in Q3 2019 and has held it in 9 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.