Birch Capital Management’s Lockheed Martin LMT Stock Holding History

Birch 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	$9.07K	Hold	15	–	–	﹤0.01%	77
2025 Q4	$7.25K	Hold	15	–	–	﹤0.01%	75
2025 Q3	$7.49K	Hold	15	–	–	﹤0.01%	74
2025 Q2	$6.95K	Hold	15	–	–	﹤0.01%	74
2025 Q1	$6.7K	Hold	15	–	–	﹤0.01%	76
2024 Q4	$7.29K	Hold	15	–	–	﹤0.01%	78
2024 Q3	$8.77K	Hold	15	–	–	﹤0.01%	75
2024 Q2	$7.01K	Hold	15	–	–	﹤0.01%	75
2024 Q1	$6.82K	Hold	15	–	–	﹤0.01%	77
2023 Q4	$6.8K	Hold	15	–	–	﹤0.01%	83
2023 Q3	$6.13K	Hold	15	–	–	﹤0.01%	87
2023 Q2	$6.91K	Hold	15	–	–	﹤0.01%	89
2023 Q1	$7.09K	Hold	15	–	–	﹤0.01%	89
2022 Q4	$7.3K	Hold	15	–	–	0.01%	93
2022 Q3	$5.79K	Hold	15	–	–	﹤0.01%	95
2022 Q2	$6.45K	Hold	15	–	–	﹤0.01%	99
2022 Q1	$7K	Hold	15	–	–	﹤0.01%	85
2021 Q4	$5K	Hold	15	–	–	﹤0.01%	84
2021 Q3	$5K	Hold	15	–	–	﹤0.01%	82
2021 Q2	$6K	Hold	15	–	–	﹤0.01%	80
2021 Q1	$6K	Hold	15	–	–	﹤0.01%	81
2020 Q4	$5K	Hold	15	–	–	﹤0.01%	82
2020 Q3	$6K	Hold	15	–	–	0.01%	84
2020 Q2	$5K	Hold	15	–	–	﹤0.01%	81
2020 Q1	$5K	Hold	15	–	–	0.01%	84
2019 Q4	$6K	Buy	+15	New	+$5.76K	0.01%	80

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Birch Capital Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 15 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Birch Capital Management first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Birch Capital Management held 15 shares of Lockheed Martin worth $9.07K as of Q1 2026.
Birch Capital Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up ﹤0.01% of Birch Capital Management's portfolio in Q1 2026, its #77 holding.
Birch Capital Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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