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Blalock Williams’s Lockheed Martin LMT Stock Holding History

Blalock Williams’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 		$324K Sell
536
-45
-8% -$27.7K 0.25% 89
2025
Q4 		$281K Sell
581
-39
-6% -$18.7K 0.22% 100
2025
Q3 		$310K Sell
620
-113
-15% -$51.3K 0.27% 92
2025
Q2 		$339K Buy
733
+129
+21% +$60.4K 0.34% 79
2025
Q1 		$270K Buy
604
+54
+10% +$24.9K 0.3% 88
2024
Q4 		$267K Buy
+550
New +$300K 0.31% 80

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

Blalock Williams's LMT Position: Q1 2026 in Review

Blalock Williams reduced its Lockheed Martin (LMT) stake by 7.7% in Q1 2026, selling an estimated $27.7K and leaving 536 shares worth $324K. The position accounts for 0.25% of the portfolio, ranked #89.

Blalock Williams first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Blalock Williams held 536 shares of Lockheed Martin worth $324K as of Q1 2026.
  • Blalock Williams sold 45 Lockheed Martin shares in Q1 2026, an estimated $27.7K.
  • Lockheed Martin made up 0.25% of Blalock Williams's portfolio in Q1 2026, its #89 holding.
  • Blalock Williams first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's Lockheed Martin position peaked at $339K in Q2 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.