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Biltmore Family Office’s Lockheed Martin LMT Stock Holding History

Biltmore Family Office’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 		$693K Sell
1,146
-45
-4% -$27.7K 0.1% 132
2025
Q4 		$576K Buy
1,191
+78
+7% +$37.3K 0.08% 139
2025
Q3 		$556K Buy
1,113
+95
+9% +$43.1K 0.08% 138
2025
Q2 		$471K Hold
1,018
– – 0.08% 131
2025
Q1 		$455K Buy
1,018
+64
+7% +$29.5K 0.08% 135
2024
Q4 		$464K Hold
954
– – 0.08% 126
2024
Q3 		$558K Buy
954
+5
+0.5% +$2.68K 0.1% 121
2024
Q2 		$443K Buy
949
+107
+13% +$49.5K 0.08% 123
2024
Q1 		$383K Hold
842
– – 0.08% 131
2023
Q4 		$382K Hold
842
– – 0.08% 131
2023
Q3 		$344K Hold
842
– – 0.08% 144
2023
Q2 		$388K Sell
842
-11
-1% -$5.11K 0.08% 131
2023
Q1 		$403K Buy
853
+2
+0.2% +$938 0.09% 153
2022
Q4 		$414K Buy
851
+3
+0.4% +$1.39K 0.09% 148
2022
Q3 		$328K Buy
848
+6
+0.7% +$2.5K 0.08% 133
2022
Q2 		$362K Buy
842
+12
+1% +$5.27K 0.09% 126
2022
Q1 		$366K Hold
830
– – 0.08% 139
2021
Q4 		$295K Hold
830
– – 0.06% 165
2021
Q3 		$286K Sell
830
-50
-6% -$18.1K 0.07% 149
2021
Q2 		$333K Hold
880
– – 0.09% 131
2021
Q1 		$325K Hold
880
– – 0.1% 124
2020
Q4 		$312K Buy
880
+253
+40% +$93K 0.09% 129
2020
Q3 		$240K Hold
627
– – 0.13% 120
2020
Q2 		$229K Hold
627
– – 0.14% 125
2020
Q1 		$213K Buy
627
+104
+20% +$40.9K 0.14% 132
2019
Q4 		$204K Buy
+523
New +$201K 0.08% 160

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

Biltmore Family Office's LMT Position: Q1 2026 in Review

Biltmore Family Office reduced its Lockheed Martin (LMT) stake by 3.8% in Q1 2026, selling an estimated $27.7K and leaving 1,146 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #132.

Biltmore Family Office first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Biltmore Family Office held 1,146 shares of Lockheed Martin worth $693K as of Q1 2026.
  • Biltmore Family Office sold 45 Lockheed Martin shares in Q1 2026, an estimated $27.7K.
  • Lockheed Martin made up 0.1% of Biltmore Family Office's portfolio in Q1 2026, its #132 holding.
  • Biltmore Family Office first reported a position in Lockheed Martin in Q4 2019 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 Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.