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Bolthouse Investments’s Lockheed Martin LMT Stock Holding History

Bolthouse Investments’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 		$665K Hold
1,100
– – 0.6% 33
2025
Q4 		$532K Hold
1,100
– – 0.47% 41
2025
Q3 		$549K Hold
1,100
– – 0.5% 41
2025
Q2 		$509K Hold
1,100
– – 0.5% 42
2025
Q1 		$491K Hold
1,100
– – 0.51% 45
2024
Q4 		$535K Buy
+1,100
New +$600K 0.49% 43

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

Bolthouse Investments's LMT Position: Q1 2026 in Review

Bolthouse Investments held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,100 shares worth $665K. The position accounts for 0.6% of the portfolio, ranked #33.

Bolthouse Investments first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Bolthouse Investments held 1,100 shares of Lockheed Martin worth $665K as of Q1 2026.
  • Bolthouse Investments left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.6% of Bolthouse Investments's portfolio in Q1 2026, its #33 holding.
  • Bolthouse Investments first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.