Aigen Investment Management’s Lockheed Martin LMT Stock Holding History

Aigen Investment Management’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	$3.28M	Buy	+5,421	New	+$3.34M	0.84%	18
2025 Q3	–	Sell	-2,501	Closed	-$1.16M	–	955
2025 Q2	$1.16M	Sell	2,501 -1,987	-44%	-$930K	0.16%	207
2025 Q1	$2M	Buy	+4,488	New	+$2.07M	0.32%	81
2023 Q2	–	Sell	-1,663	Closed	-$786K	–	879
2023 Q1	$786K	Buy	+1,663	New	+$780K	0.11%	221
2022 Q3	–	Sell	-1,431	Closed	-$615K	–	682
2022 Q2	$615K	Buy	+1,431	New	+$628K	0.1%	262
2022 Q1	–	Sell	-8,471	Closed	-$2.86M	–	850
2021 Q4	$2.86M	Buy	+8,471	New	+$2.93M	0.18%	155
2021 Q2	–	Sell	-21,766	Closed	-$8.04M	–	620
2021 Q1	$8.04M	Sell	21,766 -11,650	-35%	-$4M	1.07%	12
2020 Q4	$11.9M	Buy	33,416 +31,429	+1,582%	+$11.6M	1.55%	2
2020 Q3	$762K	Sell	1,987 -6,164	-76%	-$2.35M	0.1%	318
2020 Q2	$2.97M	Buy	8,151 +484	+6%	+$183K	0.38%	47
2020 Q1	$2.6M	Buy	+7,667	New	+$3.02M	0.35%	53

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

Aigen Investment Management's LMT Position: Q1 2026 in Review

Aigen Investment Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 5,421 shares worth $3.28M. The stake represents 0.84% of the portfolio and ranks #18 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in LMT as recently as Q2 2025.

Aigen Investment Management first reported a position in LMT in Q1 2020 and has held it in 11 quarters since. The position peaked at $11.9M in Q4 2020. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Aigen Investment Management held 5,421 shares of Lockheed Martin worth $3.28M as of Q1 2026.
Lockheed Martin was a new Aigen Investment Management position in Q1 2026.
Lockheed Martin made up 0.84% of Aigen Investment Management's portfolio in Q1 2026, its #18 holding.
Aigen Investment Management first reported a position in Lockheed Martin in Q1 2020 and has held it in 11 quarters since.
Aigen Investment Management's Lockheed Martin position peaked at $11.9M in Q4 2020.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.