Costello Asset Management’s Lockheed Martin LMT Stock Holding History

Costello Asset 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	$669K	Buy	1,107 +996	+897%	+$614K	0.23%	56
2025 Q4	$53.7K	Buy	111 +4	+4%	+$1.91K	0.02%	213
2025 Q3	$53.4K	Sell	107 -75	-41%	-$34K	0.02%	228
2025 Q2	$84.3K	Hold	182	–	–	0.03%	168
2025 Q1	$81.3K	Buy	182 +62	+52%	+$28.5K	0.03%	171
2024 Q4	$58.3K	Buy	120 +13	+12%	+$7.09K	0.04%	99
2024 Q3	$62.5K	Buy	+107	New	+$57.4K	0.04%	97
2022 Q2	–	Sell	-6	Closed	-$3K	–	237
2022 Q1	$3K	Hold	6	–	–	﹤0.01%	211
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	223
2021 Q3	$2K	Sell	6 -20	-77%	-$7.24K	﹤0.01%	213
2021 Q2	$10K	Buy	26 +20	+333%	+$7.69K	0.01%	178
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	235
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	222
2020 Q3	$2K	Hold	6	–	–	﹤0.01%	214
2020 Q2	$2K	Buy	+6	New	+$2.27K	﹤0.01%	205

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

Costello Asset Management's LMT Position: Q1 2026 in Review

Costello Asset Management increased its Lockheed Martin (LMT) stake by 897% in Q1 2026, buying an estimated $614K and bringing the position to 1,107 shares worth $669K. The position accounts for 0.23% of the portfolio, ranked #56.

Costello Asset Management first reported a position in LMT in Q2 2020 and has held it in 15 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Costello Asset Management held 1,107 shares of Lockheed Martin worth $669K as of Q1 2026.
Costello Asset Management bought 996 Lockheed Martin shares in Q1 2026, an estimated $614K.
Lockheed Martin made up 0.23% of Costello Asset Management's portfolio in Q1 2026, its #56 holding.
Costello Asset Management first reported a position in Lockheed Martin in Q2 2020 and has held it in 15 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.