B&D White Capital Company’s Lockheed Martin LMT Stock Holding History

B&D White Capital Company’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	-9,300	Closed	-$4.5M	–	80
2025 Q4	$4.5M	Buy	9,300 +8,200	+745%	+$3.92M	0.52%	37
2025 Q3	$549K	Sell	1,100 -4,300	-80%	-$1.95M	0.07%	63
2025 Q2	$2.5M	Buy	5,400 +2,400	+80%	+$1.12M	0.38%	44
2025 Q1	$1.34M	Buy	+3,000	New	+$1.38M	0.2%	43
2024 Q2	–	Sell	-8,710	Closed	-$3.96M	–	55
2024 Q1	$3.96M	Sell	8,710 -9,005	-51%	-$3.95M	0.88%	18
2023 Q4	$8.03M	Sell	17,715 -76,450	-81%	-$33.9M	2.5%	13
2023 Q3	$38.5M	Buy	+94,165	New	+$41.8M	14.38%	1
2021 Q4	–	Sell	-20,524	Closed	-$7.08M	–	62
2021 Q3	$7.08M	Buy	20,524 +17,390	+555%	+$6.29M	2.73%	12
2021 Q2	$1.19M	Sell	3,134 -193,763	-98%	-$74.5M	0.53%	24
2021 Q1	$65M	Buy	196,897 +59,687	+44%	+$20.5M	34.57%	1
2020 Q4	$49M	Buy	+137,210	New	+$50.4M	27.87%	1

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

B&D White Capital Company's LMT Position: Q1 2026 in Review

B&D White Capital Company sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 9,300 shares — an estimated $4.5M sold.

B&D White Capital Company first reported a position in LMT in Q4 2020 and held it in 11 quarters. The position peaked at $65M in Q1 2021. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

B&D White Capital Company reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
B&D White Capital Company sold 9,300 Lockheed Martin shares in Q1 2026, an estimated $4.5M.
B&D White Capital Company first reported a position in Lockheed Martin in Q4 2020 and held it in 11 quarters.
B&D White Capital Company's Lockheed Martin position peaked at $65M in Q1 2021.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.