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Basso Capital Management’s Lockheed Martin LMT Stock Holding History

Basso Capital 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 		$30.8K Hold
51
– – 0.02% 115
2025
Q4 		$24.7K Buy
+51
New +$24.4K 0.01% 102
2023
Q2 		– Sell
-2,200
Closed -$1.04M – 107
2023
Q1 		$1.04M Hold
2,200
– – 1.01% 28
2022
Q4 		$1.07M Buy
+2,200
New +$1.02M 1.15% 25

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

Basso Capital Management's LMT Position: Q1 2026 in Review

Basso Capital Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 51 shares worth $30.8K. The position accounts for 0.02% of the portfolio, ranked #115.

Basso Capital Management first reported a position in LMT in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2022. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Basso Capital Management held 51 shares of Lockheed Martin worth $30.8K as of Q1 2026.
  • Basso Capital Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.02% of Basso Capital Management's portfolio in Q1 2026, its #115 holding.
  • Basso Capital Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 4 quarters since.
  • Basso Capital Management's Lockheed Martin position peaked at $1.07M in Q4 2022.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Basso Capital Management's 13F filing for Q1 2026, filed 15 May 2026.