Cheviot Value Management’s Lockheed Martin LMT Stock Holding History

Cheviot Value 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	$167K	Hold	277	–	–	0.02%	135
2025 Q4	$165K	Hold	277	–	–	0.02%	139
2025 Q3	$135K	Hold	277	–	–	0.01%	155
2025 Q2	$118K	Hold	277	–	–	0.01%	144
2025 Q1	$131K	Buy	+277	New	+$128K	0.02%	134
2024 Q1	–	Sell	-517	Closed	-$234K	–	68
2023 Q4	$234K	Hold	517	–	–	0.05%	67
2023 Q3	$211K	Hold	517	–	–	0.05%	70
2023 Q2	$238K	Buy	517 +23	+5%	+$10.7K	0.05%	69
2023 Q1	$234K	Hold	494	–	–	0.06%	66
2022 Q4	$240K	Buy	+494	New	+$230K	0.06%	66
2022 Q3	–	Sell	-484	Closed	-$208K	–	69
2022 Q2	$208K	Hold	484	–	–	0.05%	69
2022 Q1	$214K	Buy	+484	New	+$196K	0.05%	72

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

Cheviot Value Management's LMT Position: Q1 2026 in Review

Cheviot Value Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 277 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #135.

Cheviot Value Management first reported a position in LMT in Q1 2022 and has held it in 12 quarters since. The position peaked at $240K in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Cheviot Value Management held 277 shares of Lockheed Martin worth $167K as of Q1 2026.
Cheviot Value Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.02% of Cheviot Value Management's portfolio in Q1 2026, its #135 holding.
Cheviot Value Management first reported a position in Lockheed Martin in Q1 2022 and has held it in 12 quarters since.
Cheviot Value Management's Lockheed Martin position peaked at $240K in Q4 2022.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.