CJ
LMT icon

Caitlin John’s Lockheed Martin LMT Stock Holding History

Caitlin John’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 		$16.1K Buy
27
+1
+4% +$616 0.01% 458
2025
Q4 		$12.8K Sell
26
-5
-16% -$2.39K 0.01% 508
2025
Q3 		$15.4K Buy
+31
New +$14.1K 0.01% 439
2025
Q1 		– Sell
-47
Closed -$22.9K – 504
2024
Q4 		$22.9K Sell
47
-21
-31% -$11.4K 0.02% 357
2024
Q3 		$37.9K Buy
68
+3
+5% +$1.61K 0.02% 276
2024
Q2 		$30.5K Hold
65
– – 0.02% 306
2024
Q1 		$29.3K Buy
65
+29
+81% +$12.7K 0.02% 302
2023
Q4 		$16.5K Buy
+36
New +$15.9K 0.01% 359

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

Caitlin John's LMT Position: Q1 2026 in Review

Caitlin John increased its Lockheed Martin (LMT) stake by 3.8% in Q1 2026, buying an estimated $616 and bringing the position to 27 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #458.

Caitlin John first reported a position in LMT in Q4 2023 and has held it in 8 quarters since. The position peaked at $37.9K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Caitlin John held 27 shares of Lockheed Martin worth $16.1K as of Q1 2026.
  • Caitlin John bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.01% of Caitlin John's portfolio in Q1 2026, its #458 holding.
  • Caitlin John first reported a position in Lockheed Martin in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Lockheed Martin position peaked at $37.9K in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.