Bank of Montreal’s Lockheed Martin LMT Stock Holding History

Bank of Montreal’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
2019 Q2	–	Sell	-10,000	Closed	-$3M	–	4991
2019 Q1	$3M	Buy	+10,000	New	+$2.93M	﹤0.01%	1452
2017 Q1	–	Sell	-41	Closed	-$11K	–	4100
2016 Q4	$11K	Buy	+41	New	+$10.2K	﹤0.01%	3561
2013 Q4	–	Sell	-6,040	Closed	-$770K	–	3833
2013 Q3	$770K	Buy	+6,040	New	+$733K	﹤0.01%	1579

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Bank of Montreal's LMT Position: Q1 2026 in Review

Bank of Montreal increased its Lockheed Martin (LMT) stake by 15% in Q1 2026, buying an estimated $65.1M and bringing the position to 807,427 shares worth $488M. The position accounts for 0.18% of the portfolio, ranked #98.

Bank of Montreal first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. 2,920 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Bank of Montreal held 807,427 shares of Lockheed Martin worth $488M as of Q1 2026.
Bank of Montreal bought 105,689 Lockheed Martin shares in Q1 2026, an estimated $65.1M.
Lockheed Martin made up 0.18% of Bank of Montreal's portfolio in Q1 2026, its #98 holding.
Bank of Montreal first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
2,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.