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Choate Investment Advisors’s Lockheed Martin LMT Stock Holding History

Choate Investment Advisors’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 		$691K Buy
1,144
+27
+2% +$16.6K 0.01% 271
2025
Q4 		$540K Sell
1,117
-26
-2% -$12.4K 0.01% 297
2025
Q3 		$571K Sell
1,143
-299
-21% -$136K 0.01% 273
2025
Q2 		$668K Buy
1,442
+179
+14% +$83.8K 0.01% 240
2025
Q1 		$564K Sell
1,263
-5
-0.4% -$2.3K 0.01% 243
2024
Q4 		$616K Buy
1,268
+129
+11% +$70.3K 0.01% 243
2024
Q3 		$666K Sell
1,139
-42
-4% -$22.6K 0.02% 233
2024
Q2 		$552K Sell
1,181
-246
-17% -$114K 0.01% 240
2024
Q1 		$649K Sell
1,427
-2,745
-66% -$1.2M 0.02% 243
2023
Q4 		$1.89M Buy
4,172
+484
+13% +$214K 0.06% 132
2023
Q3 		$1.51M Buy
3,688
+93
+3% +$41.3K 0.06% 123
2023
Q2 		$1.66M Buy
3,595
+4
+0.1% +$1.86K 0.07% 103
2023
Q1 		$1.7M Sell
3,591
-12
-0.3% -$5.63K 0.08% 98
2022
Q4 		$1.75M Buy
3,603
+2,792
+344% +$1.3M 0.11% 85
2022
Q3 		$313K Sell
811
-12
-1% -$5.01K 0.02% 198
2022
Q2 		$354K Sell
823
-60
-7% -$26.3K 0.02% 199
2022
Q1 		$390K Sell
883
-94
-10% -$38.1K 0.02% 216
2021
Q4 		$347K Buy
977
+39
+4% +$13.5K 0.02% 215
2021
Q3 		$324K Hold
938
– – 0.02% 211
2021
Q2 		$355K Sell
938
-2
-0.2% -$769 0.02% 204
2021
Q1 		$347K Buy
940
+174
+23% +$59.7K 0.02% 206
2020
Q4 		$272K Sell
766
-286
-27% -$105K 0.02% 214
2020
Q3 		$404K Sell
1,052
-355
-25% -$135K 0.03% 178
2020
Q2 		$513K Buy
1,407
+172
+14% +$65K 0.04% 146
2020
Q1 		$419K Sell
1,235
-5
-0.4% -$1.97K 0.03% 162
2019
Q4 		$483K Sell
1,240
-60
-5% -$23K 0.03% 162
2019
Q3 		$507K Buy
1,300
+8
+0.6% +$3.01K 0.03% 158
2019
Q2 		$470K Buy
1,292
+22
+2% +$7.36K 0.03% 165
2019
Q1 		$381K Buy
1,270
+232
+22% +$68K 0.02% 179
2018
Q4 		$272K Sell
1,038
-376
-27% -$114K 0.02% 191
2018
Q3 		$489K Buy
1,414
+335
+31% +$108K 0.03% 141
2018
Q2 		$319K Sell
1,079
-410
-28% -$132K 0.02% 186
2018
Q1 		$503K Buy
1,489
+150
+11% +$51.1K 0.03% 165
2017
Q4 		$430K Buy
1,339
+71
+6% +$22.4K 0.02% 181
2017
Q3 		$393K Sell
1,268
-147
-10% -$43.9K 0.02% 189
2017
Q2 		$393K Hold
1,415
– – 0.02% 179
2017
Q1 		$379K Hold
1,415
– – 0.02% 186
2016
Q4 		$354K Buy
+1,415
New +$354K 0.02% 187
2014
Q4 		– Sell
-5,125
Closed -$937K – 283
2014
Q3 		$937K Hold
5,125
– – 0.06% 127
2014
Q2 		$824K Sell
5,125
-4,940
-49% -$803K 0.05% 140
2014
Q1 		$1.64M Hold
10,065
– – 0.1% 94
2013
Q4 		$1.5M Hold
10,065
– – 0.1% 96
2013
Q3 		$1.28M Hold
10,065
– – 0.09% 105
2013
Q2 		$1.09M Buy
+10,065
New +$1.03M 0.09% 112

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

Choate Investment Advisors's LMT Position: Q1 2026 in Review

Choate Investment Advisors increased its Lockheed Martin (LMT) stake by 2.4% in Q1 2026, buying an estimated $16.6K and bringing the position to 1,144 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #271.

Choate Investment Advisors first reported a position in LMT in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.89M in Q4 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Choate Investment Advisors held 1,144 shares of Lockheed Martin worth $691K as of Q1 2026.
  • Choate Investment Advisors bought 27 Lockheed Martin shares in Q1 2026, an estimated $16.6K.
  • Lockheed Martin made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #271 holding.
  • Choate Investment Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 44 quarters since.
  • Choate Investment Advisors's Lockheed Martin position peaked at $1.89M in Q4 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.