Autumn Glory Partners’s Lockheed Martin LMT Stock Holding History

Autumn Glory 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	$401K	Buy	664 +189	+40%	+$116K	0.15%	137
2025 Q4	$230K	Hold	475	–	–	0.08%	185
2025 Q3	$237K	Hold	475	–	–	0.1%	171
2025 Q2	$220K	Hold	475	–	–	0.1%	174
2025 Q1	$212K	Sell	475 -545	-53%	-$251K	0.11%	167
2024 Q4	$496K	Sell	1,020 -1,757	-63%	-$958K	0.24%	98
2024 Q3	$1.62M	Buy	2,777 +1,757	+172%	+$943K	0.62%	49
2024 Q2	$476K	Hold	1,020	–	–	0.24%	93
2024 Q1	$464K	Hold	1,020	–	–	0.23%	95
2023 Q4	$467K	Hold	1,020	–	–	0.27%	93
2023 Q3	$417K	Hold	1,020	–	–	0.25%	95
2023 Q2	$470K	Buy	+1,020	New	+$473K	0.34%	76
2023 Q1	–	Sell	-2,278	Closed	-$1.11M	–	162
2022 Q4	$1.11M	Buy	2,278 +1,258	+123%	+$585K	0.59%	55
2022 Q3	$394K	Buy	1,020 +130	+15%	+$54.3K	0.27%	94
2022 Q2	$383K	Buy	+890	New	+$391K	0.28%	88
2022 Q1	–	Sell	-1,384	Closed	-$492K	–	187
2021 Q4	$492K	Buy	+1,384	New	+$479K	0.21%	113

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

Autumn Glory Partners's LMT Position: Q1 2026 in Review

Autumn Glory Partners increased its Lockheed Martin (LMT) stake by 40% in Q1 2026, buying an estimated $116K and bringing the position to 664 shares worth $401K. The position accounts for 0.15% of the portfolio, ranked #137.

Autumn Glory Partners first reported a position in LMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.62M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Autumn Glory Partners held 664 shares of Lockheed Martin worth $401K as of Q1 2026.
Autumn Glory Partners bought 189 Lockheed Martin shares in Q1 2026, an estimated $116K.
Lockheed Martin made up 0.15% of Autumn Glory Partners's portfolio in Q1 2026, its #137 holding.
Autumn Glory Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 16 quarters since.
Autumn Glory Partners's Lockheed Martin position peaked at $1.62M in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.