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Counterpoint Mutual Funds’s Lockheed Martin LMT Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-639
Closed -$309K – 400
2025
Q4 		$309K Buy
+639
New +$306K 0.02% 220
2025
Q1 		– Sell
-2,909
Closed -$1.41M – 359
2024
Q4 		$1.41M Buy
+2,909
New +$1.59M 0.18% 32
2022
Q1 		– Sell
-77
Closed -$27K – 274
2021
Q4 		$27K Buy
+77
New +$26.6K 0.03% 66

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

Counterpoint Mutual Funds's LMT Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 639 shares — an estimated $309K sold.

Counterpoint Mutual Funds first reported a position in LMT in Q4 2021 and held it in 3 quarters. The position peaked at $1.41M in Q4 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 639 Lockheed Martin shares in Q1 2026, an estimated $309K.
  • Counterpoint Mutual Funds first reported a position in Lockheed Martin in Q4 2021 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Lockheed Martin position peaked at $1.41M in Q4 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.