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Baker Avenue Asset Management’s Lockheed Martin LMT Stock Holding History

Baker Avenue Asset 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 		$1.38M Buy
2,289
+827
+57% +$509K 0.03% 249
2025
Q4 		$707K Sell
1,462
-18
-1% -$8.61K 0.02% 302
2025
Q3 		$739K Sell
1,480
-103
-7% -$46.7K 0.02% 286
2025
Q2 		$733K Buy
1,583
+6
+0.4% +$2.81K 0.02% 263
2025
Q1 		$704K Buy
1,577
+127
+9% +$58.5K 0.02% 266
2024
Q4 		$705K Buy
1,450
+39
+3% +$21.3K 0.02% 264
2024
Q3 		$825K Buy
1,411
+798
+130% +$428K 0.03% 250
2024
Q2 		$287K Buy
613
+35
+6% +$16.2K 0.01% 317
2024
Q1 		$263K Buy
578
+30
+5% +$13.1K 0.01% 319
2023
Q4 		$248K Sell
548
-5
-0.9% -$2.21K 0.01% 322
2023
Q3 		$226K Buy
553
+273
+98% +$121K 0.01% 328
2023
Q2 		$129K Buy
280
+5
+2% +$2.32K 0.01% 390
2023
Q1 		$130K Sell
275
-172
-38% -$80.7K 0.01% 390
2022
Q4 		$218K Buy
+447
New +$208K 0.01% 319
2022
Q3 		– Sell
-1,122
Closed -$482K – 354
2022
Q2 		$482K Buy
1,122
+325
+41% +$143K 0.03% 217
2022
Q1 		$352K Buy
+797
New +$323K 0.02% 250
2019
Q4 		– Sell
-603
Closed -$235K – 263
2019
Q3 		$235K Hold
603
– – 0.02% 225
2019
Q2 		$219K Buy
+603
New +$202K 0.02% 229
2019
Q1 		– Sell
-811
Closed -$212K – 260
2018
Q4 		$212K Buy
811
+18
+2% +$5.46K 0.02% 232
2018
Q3 		$274K Buy
793
+26
+3% +$8.39K 0.02% 229
2018
Q2 		$227K Buy
+767
New +$247K 0.02% 231
2017
Q1 		– Sell
-1,051
Closed -$263K – 214
2016
Q4 		$263K Buy
1,051
+3
+0.3% +$750 0.04% 178
2016
Q3 		$251K Sell
1,048
-442
-30% -$111K 0.04% 176
2016
Q2 		$370K Buy
1,490
+50
+3% +$11.8K 0.06% 156
2016
Q1 		$319K Buy
1,440
+9
+0.6% +$1.94K 0.05% 149
2015
Q4 		$311K Buy
+1,431
New +$311K 0.04% 156

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Avenue Asset Management's LMT Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Lockheed Martin (LMT) stake by 57% in Q1 2026, buying an estimated $509K and bringing the position to 2,289 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #249.

Baker Avenue Asset Management first reported a position in LMT in Q4 2015 and has held it in 26 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Baker Avenue Asset Management held 2,289 shares of Lockheed Martin worth $1.38M as of Q1 2026.
  • Baker Avenue Asset Management bought 827 Lockheed Martin shares in Q1 2026, an estimated $509K.
  • Lockheed Martin made up 0.03% of Baker Avenue Asset Management's portfolio in Q1 2026, its #249 holding.
  • Baker Avenue Asset Management first reported a position in Lockheed Martin in Q4 2015 and has held it in 26 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.