Ariel Investments’s Lockheed Martin LMT Stock Holding History

Ariel Investments’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	$7.93M	Sell	13,114 -332	-2%	-$205K	0.09%	83
2025 Q4	$6.5M	Sell	13,446 -151	-1%	-$72.3K	0.07%	86
2025 Q3	$6.79M	Buy	13,597 +887	+7%	+$402K	0.07%	87
2025 Q2	$5.89M	Hold	12,710	–	–	0.07%	86
2025 Q1	$5.68M	Hold	12,710	–	–	0.07%	88
2024 Q4	$6.18M	Sell	12,710 -231	-2%	-$126K	0.07%	94
2024 Q3	$7.56M	Sell	12,941 -255	-2%	-$137K	0.08%	91
2024 Q2	$6.16M	Sell	13,196 -389	-3%	-$180K	0.07%	96
2024 Q1	$6.18M	Hold	13,585	–	–	0.06%	95
2023 Q4	$6.16M	Hold	13,585	–	–	0.06%	91
2023 Q3	$5.56M	Hold	13,585	–	–	0.06%	87
2023 Q2	$6.25M	Hold	13,585	–	–	0.06%	90
2023 Q1	$6.42M	Hold	13,585	–	–	0.06%	93
2022 Q4	$6.61M	Sell	13,585 -4,191	-24%	-$1.95M	0.07%	89
2022 Q3	$6.87M	Sell	17,776 -4,296	-19%	-$1.79M	0.08%	90
2022 Q2	$9.49M	Sell	22,072 -390	-2%	-$171K	0.09%	88
2022 Q1	$9.91M	Sell	22,462 -399	-2%	-$162K	0.09%	90
2021 Q4	$8.13M	Buy	22,861 +325	+1%	+$112K	0.07%	93
2021 Q3	$7.78M	Sell	22,536 -161	-0.7%	-$58.3K	0.07%	93
2021 Q2	$8.59M	Sell	22,697 -1,900	-8%	-$731K	0.08%	94
2021 Q1	$9.09M	Buy	24,597 +7,144	+41%	+$2.45M	0.09%	93
2020 Q4	$6.2M	Hold	17,453	–	–	0.07%	100
2020 Q3	$6.69M	Sell	17,453 -300	-2%	-$114K	0.1%	97
2020 Q2	$6.48M	Sell	17,753 -5,953	-25%	-$2.25M	0.1%	100
2020 Q1	$8.04M	Sell	23,706 -1,106	-4%	-$435K	0.14%	88
2019 Q4	$9.66M	Buy	24,812 +500	+2%	+$192K	0.12%	93
2019 Q3	$9.48M	Sell	24,312 -15	-0.1%	-$5.64K	0.13%	96
2019 Q2	$8.84M	Sell	24,327 -2,317	-9%	-$775K	0.11%	113
2019 Q1	$8M	Sell	26,644 -1,107	-4%	-$325K	0.1%	118
2018 Q4	$7.27M	Sell	27,751 -1,018	-4%	-$309K	0.1%	121
2018 Q3	$9.95M	Hold	28,769	–	–	0.11%	115
2018 Q2	$8.5M	Sell	28,769 -21	-0.1%	-$6.77K	0.1%	120
2018 Q1	$9.73M	Sell	28,790 -12	-0%	-$4.08K	0.11%	113
2017 Q4	$9.25M	Sell	28,802 -1,515	-5%	-$478K	0.1%	119
2017 Q3	$9.41M	Sell	30,317 -2,487	-8%	-$742K	0.11%	117
2017 Q2	$9.11M	Sell	32,804 -615	-2%	-$169K	0.11%	115
2017 Q1	$8.94M	Buy	33,419 +674	+2%	+$177K	0.11%	117
2016 Q4	$8.18M	Hold	32,745	–	–	0.1%	121
2016 Q3	$7.85M	Sell	32,745 -672	-2%	-$168K	0.1%	124
2016 Q2	$8.29M	Sell	33,417 -1,710	-5%	-$403K	0.1%	118
2016 Q1	$7.78M	Sell	35,127 -4,750	-12%	-$1.02M	0.09%	126
2015 Q4	$8.66M	Sell	39,877 -4,333	-10%	-$940K	0.1%	119
2015 Q3	$9.16M	Sell	44,210 -2,400	-5%	-$488K	0.11%	112
2015 Q2	$8.66M	Sell	46,610 -700	-1%	-$135K	0.1%	129
2015 Q1	$9.6M	Hold	47,310	–	–	0.11%	127
2014 Q4	$9.11M	Sell	47,310 -6,750	-12%	-$1.25M	0.11%	128
2014 Q3	$9.88M	Sell	54,060 -2,925	-5%	-$498K	0.13%	116
2014 Q2	$9.16M	Sell	56,985 -5	-0%	-$813	0.11%	125
2014 Q1	$9.3M	Sell	56,990 -5,850	-9%	-$919K	0.11%	119
2013 Q4	$9.34M	Sell	62,840 -30	-0%	-$4.08K	0.11%	115
2013 Q3	$8.02M	Hold	62,870	–	–	0.12%	102
2013 Q2	$6.82M	Buy	+62,870	New	+$6.42M	0.11%	99

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

Ariel Investments's LMT Position: Q1 2026 in Review

Ariel Investments reduced its Lockheed Martin (LMT) stake by 2.5% in Q1 2026, selling an estimated $205K and leaving 13,114 shares worth $7.93M. The position accounts for 0.09% of the portfolio, ranked #83.

Ariel Investments first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.95M in Q3 2018. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Ariel Investments held 13,114 shares of Lockheed Martin worth $7.93M as of Q1 2026.
Ariel Investments sold 332 Lockheed Martin shares in Q1 2026, an estimated $205K.
Lockheed Martin made up 0.09% of Ariel Investments's portfolio in Q1 2026, its #83 holding.
Ariel Investments first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
Ariel Investments's Lockheed Martin position peaked at $9.95M in Q3 2018.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Ariel Investments's 13F filing for Q1 2026, filed 14 May 2026.