3Chopt Investment Partners’s Lockheed Martin LMT Stock Holding History

3Chopt Investment Partners’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	$1.2M	Buy	1,978 +259	+15%	+$160K	0.27%	82
2025 Q4	$832K	Sell	1,719 -7	-0.4%	-$3.35K	0.19%	101
2025 Q3	$862K	Sell	1,726 -433	-20%	-$196K	0.2%	97
2025 Q2	$1M	Buy	2,159 +461	+27%	+$216K	0.24%	86
2025 Q1	$759K	Buy	+1,698	New	+$782K	0.2%	100
2024 Q3	–	Sell	-2,348	Closed	-$1.1M	–	134
2024 Q2	$1.1M	Buy	+2,348	New	+$1.09M	0.33%	72
2024 Q1	–	Sell	-4,577	Closed	-$2.07M	–	121
2023 Q4	$2.07M	Buy	+4,577	New	+$2.03M	0.76%	39
2023 Q3	–	Sell	-4,742	Closed	-$2.18M	–	99
2023 Q2	$2.18M	Sell	4,742 -565	-11%	-$262K	1.09%	28
2023 Q1	$2.51M	Buy	5,307 +237	+5%	+$111K	1.34%	18
2022 Q4	$2.47M	Buy	+5,070	New	+$2.36M	1.35%	19

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

3Chopt Investment Partners's LMT Position: Q1 2026 in Review

3Chopt Investment Partners increased its Lockheed Martin (LMT) stake by 15% in Q1 2026, buying an estimated $160K and bringing the position to 1,978 shares worth $1.2M. The position accounts for 0.27% of the portfolio, ranked #82.

3Chopt Investment Partners first reported a position in LMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.51M in Q1 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

3Chopt Investment Partners held 1,978 shares of Lockheed Martin worth $1.2M as of Q1 2026.
3Chopt Investment Partners bought 259 Lockheed Martin shares in Q1 2026, an estimated $160K.
Lockheed Martin made up 0.27% of 3Chopt Investment Partners's portfolio in Q1 2026, its #82 holding.
3Chopt Investment Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 10 quarters since.
3Chopt Investment Partners's Lockheed Martin position peaked at $2.51M in Q1 2023.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.