ZF
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Zhang Financial’s Lockheed Martin LMT Stock Holding History

Zhang 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 		$2.78M Buy
4,596
+56
+1% +$34.5K 0.1% 103
2025
Q4 		$2.2M Buy
4,540
+386
+9% +$185K 0.08% 112
2025
Q3 		$2.07M Buy
4,154
+1,145
+38% +$520K 0.08% 117
2025
Q2 		$1.39M Sell
3,009
-10
-0.3% -$4.68K 0.06% 140
2025
Q1 		$1.35M Buy
3,019
+960
+47% +$442K 0.07% 134
2024
Q4 		$1M Buy
+2,059
New +$1.12M 0.06% 150

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

Zhang Financial's LMT Position: Q1 2026 in Review

Zhang Financial increased its Lockheed Martin (LMT) stake by 1.2% in Q1 2026, buying an estimated $34.5K and bringing the position to 4,596 shares worth $2.78M. The position accounts for 0.1% of the portfolio, ranked #103.

Zhang Financial first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Zhang Financial held 4,596 shares of Lockheed Martin worth $2.78M as of Q1 2026.
  • Zhang Financial bought 56 Lockheed Martin shares in Q1 2026, an estimated $34.5K.
  • Lockheed Martin made up 0.1% of Zhang Financial's portfolio in Q1 2026, its #103 holding.
  • Zhang Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.