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Commonwealth Retirement Investments’s Lockheed Martin LMT Stock Holding History

Commonwealth Retirement Investments’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 		$9.74M Buy
16,119
+445
+3% +$274K 3.01% 9
2025
Q4 		$7.58M Buy
15,674
+622
+4% +$298K 2.44% 11
2025
Q3 		$7.51M Buy
15,052
+2,343
+18% +$1.06M 2.55% 11
2025
Q2 		$5.89M Buy
12,709
+3,038
+31% +$1.42M 2.24% 13
2025
Q1 		$4.32M Buy
9,671
+82
+0.9% +$37.7K 1.76% 16
2024
Q4 		$4.66M Sell
9,589
-26
-0.3% -$14.2K 1.92% 15
2024
Q3 		$5.62M Sell
9,615
-51
-0.5% -$27.4K 2.36% 14
2024
Q2 		$4.52M Sell
9,666
-1,283
-12% -$593K 2.07% 15
2024
Q1 		$4.98M Buy
10,949
+376
+4% +$165K 2.38% 15
2023
Q4 		$4.79M Buy
10,573
+39
+0.4% +$17.3K 2.54% 12
2023
Q3 		$4.31M Buy
10,534
+178
+2% +$79K 2.49% 17
2023
Q2 		$4.77M Buy
10,356
+77
+0.7% +$35.7K 2.66% 16
2023
Q1 		$4.86M Buy
10,279
+46
+0.4% +$21.6K 2.88% 13
2022
Q4 		$4.98M Buy
+10,233
New +$4.75M 3.02% 14

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

Commonwealth Retirement Investments's LMT Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, buying an estimated $274K and bringing the position to 16,119 shares worth $9.74M. The position accounts for 3.01% of the portfolio, ranked #9.

Commonwealth Retirement Investments first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Commonwealth Retirement Investments held 16,119 shares of Lockheed Martin worth $9.74M as of Q1 2026.
  • Commonwealth Retirement Investments bought 445 Lockheed Martin shares in Q1 2026, an estimated $274K.
  • Lockheed Martin made up 3.01% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #9 holding.
  • Commonwealth Retirement Investments first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.