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Baldwin Investment Management’s Lockheed Martin LMT Stock Holding History

Baldwin Investment 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 		$771K Hold
1,275
– – 0.09% 123
2025
Q4 		$617K Sell
1,275
-75
-6% -$35.9K 0.07% 142
2025
Q3 		$674K Sell
1,350
-1,343
-50% -$609K 0.08% 135
2025
Q2 		$1.25M Sell
2,693
-845
-24% -$396K 0.15% 87
2025
Q1 		$1.58M Buy
3,538
+444
+14% +$204K 0.19% 65
2024
Q4 		$1.5M Buy
3,094
+311
+11% +$170K 0.2% 68
2024
Q3 		$1.63M Buy
2,783
+64
+2% +$34.4K 0.2% 72
2024
Q2 		$1.27M Sell
2,719
-42
-2% -$19.4K 0.17% 90
2024
Q1 		$1.26M Buy
2,761
+226
+9% +$99K 0.17% 93
2023
Q4 		$1.15M Buy
2,535
+235
+10% +$104K 0.18% 88
2023
Q3 		$941K Buy
2,300
+745
+48% +$331K 0.16% 93
2023
Q2 		$716K Sell
1,555
-60
-4% -$27.9K 0.12% 116
2023
Q1 		$763K Buy
1,615
+100
+7% +$46.9K 0.14% 108
2022
Q4 		$737K Sell
1,515
-130
-8% -$60.4K 0.13% 106
2022
Q3 		$635 Buy
1,645
+26
+2% +$10.9K 0.13% 111
2022
Q2 		$696 Buy
1,619
+29
+2% +$12.7K 0.13% 115
2022
Q1 		$702 Buy
1,590
+30
+2% +$12.2K 0.11% 127
2021
Q4 		$554 Sell
1,560
-815
-34% -$282K 0.09% 149
2021
Q3 		$820K Buy
2,375
+30
+1% +$10.9K 0.14% 111
2021
Q2 		$887K Buy
2,345
+225
+11% +$86.5K 0.15% 109
2021
Q1 		$783K Buy
2,120
+850
+67% +$292K 0.14% 118
2020
Q4 		$451K Buy
1,270
+425
+50% +$156K 0.09% 152
2020
Q3 		$324K Buy
+845
New +$322K 0.08% 156
2020
Q1 		– Sell
-535
Closed -$208K – 153
2019
Q4 		$208K Hold
535
– – 0.06% 165
2019
Q3 		$209K Buy
+535
New +$201K 0.06% 161

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

Baldwin Investment Management's LMT Position: Q1 2026 in Review

Baldwin Investment Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,275 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #123.

Baldwin Investment Management first reported a position in LMT in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.63M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Baldwin Investment Management held 1,275 shares of Lockheed Martin worth $771K as of Q1 2026.
  • Baldwin Investment Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.09% of Baldwin Investment Management's portfolio in Q1 2026, its #123 holding.
  • Baldwin Investment Management first reported a position in Lockheed Martin in Q3 2019 and has held it in 25 quarters since.
  • Baldwin Investment Management's Lockheed Martin position peaked at $1.63M in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.