Alexis Investment Partners’s Lockheed Martin LMT Stock Holding History

Alexis 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	–	Sell	-180	Closed	-$87.1K	–	76
2025 Q4	$87.1K	Sell	180 -27	-13%	-$12.9K	0.03%	53
2025 Q3	$103K	Buy	+207	New	+$93.9K	0.01%	48
2025 Q1	–	Sell	-473	Closed	-$230K	–	71
2024 Q4	$230K	Buy	+473	New	+$258K	0.11%	41

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

Alexis Investment Partners's LMT Position: Q1 2026 in Review

Alexis Investment Partners sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 180 shares — an estimated $87.1K sold.

Alexis Investment Partners first reported a position in LMT in Q4 2024 and held it in 3 quarters. The position peaked at $230K in Q4 2024. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Alexis Investment Partners reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
Alexis Investment Partners sold 180 Lockheed Martin shares in Q1 2026, an estimated $87.1K.
Alexis Investment Partners first reported a position in Lockheed Martin in Q4 2024 and held it in 3 quarters.
Alexis Investment Partners's Lockheed Martin position peaked at $230K in Q4 2024.
2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.