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Boreal Capital Management’s Lockheed Martin LMT Stock Holding History

Boreal 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 		$109K Sell
180
-20
-10% -$12.3K 0.09% 145
2025
Q4 		$96.7K Hold
200
– – 0.07% 160
2025
Q3 		$99.8K Buy
200
+21
+12% +$9.53K 0.08% 167
2025
Q2 		$82.9K Buy
+179
New +$83.8K 0.07% 179

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

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

Boreal Capital Management reduced its Lockheed Martin (LMT) stake by 10% in Q1 2026, selling an estimated $12.3K and leaving 180 shares worth $109K. The position accounts for 0.09% of the portfolio, ranked #145.

Boreal Capital Management first reported a position in LMT in Q2 2025 and has held it in 4 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Boreal Capital Management held 180 shares of Lockheed Martin worth $109K as of Q1 2026.
  • Boreal Capital Management sold 20 Lockheed Martin shares in Q1 2026, an estimated $12.3K.
  • Lockheed Martin made up 0.09% of Boreal Capital Management's portfolio in Q1 2026, its #145 holding.
  • Boreal Capital Management first reported a position in Lockheed Martin in Q2 2025 and has held it in 4 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.