UAG
LMT icon

United Advisor Group’s Lockheed Martin LMT Stock Holding History

United Advisor Group’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 		$1.12M Buy
1,854
+62
+3% +$38.2K 0.14% 173
2025
Q4 		$867K Buy
1,792
+215
+14% +$103K 0.11% 199
2025
Q3 		$787K Buy
1,577
+254
+19% +$115K 0.11% 200
2025
Q2 		$613K Buy
1,323
+107
+9% +$50.1K 0.11% 191
2025
Q1 		$543K Sell
1,216
-281
-19% -$129K 0.11% 175
2024
Q4 		$727K Buy
1,497
+195
+15% +$106K 0.14% 158
2024
Q3 		$761K Buy
1,302
+5
+0.4% +$2.68K 0.17% 131
2024
Q2 		$606K Buy
1,297
+168
+15% +$77.6K 0.19% 115
2024
Q1 		$514K Buy
1,129
+327
+41% +$143K 0.19% 112
2023
Q4 		$364K Buy
+802
New +$355K 0.44% 42

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

United Advisor Group's LMT Position: Q1 2026 in Review

United Advisor Group increased its Lockheed Martin (LMT) stake by 3.5% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,854 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #173.

United Advisor Group first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • United Advisor Group held 1,854 shares of Lockheed Martin worth $1.12M as of Q1 2026.
  • United Advisor Group bought 62 Lockheed Martin shares in Q1 2026, an estimated $38.2K.
  • Lockheed Martin made up 0.14% of United Advisor Group's portfolio in Q1 2026, its #173 holding.
  • United Advisor Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.