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Callan Family Office’s Lockheed Martin LMT Stock Holding History

Callan Family Office’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 		$7.24M Sell
11,974
-258
-2% -$159K 0.16% 129
2025
Q4 		$5.92M Buy
12,232
+1,894
+18% +$906K 0.13% 170
2025
Q3 		$5.16M Sell
10,338
-19
-0.2% -$8.62K 0.16% 143
2025
Q2 		$4.8M Buy
10,357
+3,354
+48% +$1.57M 0.15% 156
2025
Q1 		$3.13M Buy
7,003
+12
+0.2% +$5.52K 0.23% 95
2024
Q4 		$3.4M Buy
6,991
+5,888
+534% +$3.21M 0.22% 90
2024
Q3 		$645K Buy
1,103
+76
+7% +$40.8K 0.11% 91
2024
Q2 		$480K Buy
1,027
+90
+10% +$41.6K 0.09% 86
2024
Q1 		$426K Sell
937
-12
-1% -$5.26K 0.1% 63
2023
Q4 		$430K Sell
949
-13
-1% -$5.76K 0.11% 61
2023
Q3 		$393K Buy
962
+120
+14% +$53.2K 0.1% 61
2023
Q2 		$388K Buy
842
+73
+9% +$33.9K 0.1% 74
2023
Q1 		$364K Buy
769
+87
+13% +$40.8K 0.09% 119
2022
Q4 		$332K Buy
+682
New +$317K 0.11% 76

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

Callan Family Office's LMT Position: Q1 2026 in Review

Callan Family Office reduced its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, selling an estimated $159K and leaving 11,974 shares worth $7.24M. The position accounts for 0.16% of the portfolio, ranked #129.

Callan Family Office first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Callan Family Office held 11,974 shares of Lockheed Martin worth $7.24M as of Q1 2026.
  • Callan Family Office sold 258 Lockheed Martin shares in Q1 2026, an estimated $159K.
  • Lockheed Martin made up 0.16% of Callan Family Office's portfolio in Q1 2026, its #129 holding.
  • Callan Family Office first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.