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VestGen Advisors’s Lockheed Martin LMT Stock Holding History

VestGen 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 		$3.62M Buy
6,952
+993
+17% +$612K 0.1% 184
2025
Q4 		$2.88M Buy
5,959
+647
+12% +$310K 0.12% 170
2025
Q3 		$2.65M Buy
5,312
+3,295
+163% +$1.49M 0.09% 209
2025
Q2 		$934K Buy
2,017
+38
+2% +$17.8K 0.04% 337
2025
Q1 		$884K Buy
+1,979
New +$911K 0.04% 322

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

VestGen Advisors's LMT Position: Q1 2026 in Review

VestGen Advisors increased its Lockheed Martin (LMT) stake by 17% in Q1 2026, buying an estimated $612K and bringing the position to 6,952 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #184.

VestGen Advisors first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • VestGen Advisors held 6,952 shares of Lockheed Martin worth $3.62M as of Q1 2026.
  • VestGen Advisors bought 993 Lockheed Martin shares in Q1 2026, an estimated $612K.
  • Lockheed Martin made up 0.1% of VestGen Advisors's portfolio in Q1 2026, its #184 holding.
  • VestGen Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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