Catalyst Funds Management’s Lockheed Martin LMT Stock Holding History

Catalyst Funds 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	$3.96M	Buy	6,555 +5,955	+993%	+$3.67M	0.67%	29
2025 Q4	$290K	Sell	600 -1,400	-70%	-$670K	0.07%	238
2025 Q3	$998K	Buy	+2,000	New	+$907K	0.15%	144
2024 Q4	–	Sell	-3,900	Closed	-$2.28M	–	855
2024 Q3	$2.28M	Buy	3,900 +2,700	+225%	+$1.45M	0.5%	29
2024 Q2	$561K	Sell	1,200 -8,900	-88%	-$4.11M	0.15%	90
2024 Q1	$4.59M	Buy	+10,100	New	+$4.43M	1.28%	11

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catalyst Funds Management's LMT Position: Q1 2026 in Review

Catalyst Funds Management increased its Lockheed Martin (LMT) stake by 993% in Q1 2026, buying an estimated $3.67M and bringing the position to 6,555 shares worth $3.96M. The position accounts for 0.67% of the portfolio, ranked #29.

Catalyst Funds Management first reported a position in LMT in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.59M in Q1 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Catalyst Funds Management held 6,555 shares of Lockheed Martin worth $3.96M as of Q1 2026.
Catalyst Funds Management bought 5,955 Lockheed Martin shares in Q1 2026, an estimated $3.67M.
Lockheed Martin made up 0.67% of Catalyst Funds Management's portfolio in Q1 2026, its #29 holding.
Catalyst Funds Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 6 quarters since.
Catalyst Funds Management's Lockheed Martin position peaked at $4.59M in Q1 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.