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Caldwell Sutter Capital’s Lockheed Martin LMT Stock Holding History

Caldwell Sutter Capital’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 		$952K Sell
1,575
-24
-2% -$14.8K 0.39% 71
2025
Q4 		$773K Buy
1,599
+3
+0.2% +$1.44K 0.33% 79
2025
Q3 		$797K Buy
1,596
+24
+2% +$10.9K 0.34% 79
2025
Q2 		$728K Buy
1,572
+43
+3% +$20.1K 0.33% 82
2025
Q1 		$683K Sell
1,529
-118
-7% -$54.3K 0.32% 83
2024
Q4 		$800K Buy
1,647
+29
+2% +$15.8K 0.37% 74
2024
Q3 		$946K Sell
1,618
-45
-3% -$24.2K 0.44% 59
2024
Q2 		$777K Sell
1,663
-5
-0.3% -$2.31K 0.38% 72
2024
Q1 		$759K Sell
1,668
-63
-4% -$27.6K 0.37% 76
2023
Q4 		$785K Buy
1,731
+132
+8% +$58.5K 0.4% 69
2023
Q3 		$654K Sell
1,599
-17
-1% -$7.54K 0.36% 77
2023
Q2 		$744K Buy
1,616
+1,048
+185% +$486K 0.39% 74
2023
Q1 		$269K Buy
+568
New +$266K 0.2% 100

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

Caldwell Sutter Capital's LMT Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Lockheed Martin (LMT) stake by 1.5% in Q1 2026, selling an estimated $14.8K and leaving 1,575 shares worth $952K. The position accounts for 0.39% of the portfolio, ranked #71.

Caldwell Sutter Capital first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Caldwell Sutter Capital held 1,575 shares of Lockheed Martin worth $952K as of Q1 2026.
  • Caldwell Sutter Capital sold 24 Lockheed Martin shares in Q1 2026, an estimated $14.8K.
  • Lockheed Martin made up 0.39% of Caldwell Sutter Capital's portfolio in Q1 2026, its #71 holding.
  • Caldwell Sutter Capital first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.