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Dala Group’s Lockheed Martin LMT Stock Holding History

Dala Group’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 		$260K Sell
430
-238
-36% -$147K 0.22% 65
2025
Q4 		$323K Buy
+668
New +$320K 0.28% 54

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

Dala Group's LMT Position: Q1 2026 in Review

Dala Group reduced its Lockheed Martin (LMT) stake by 36% in Q1 2026, selling an estimated $147K and leaving 430 shares worth $260K. The position accounts for 0.22% of the portfolio, ranked #65.

Dala Group first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $323K in Q4 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Dala Group held 430 shares of Lockheed Martin worth $260K as of Q1 2026.
  • Dala Group sold 238 Lockheed Martin shares in Q1 2026, an estimated $147K.
  • Lockheed Martin made up 0.22% of Dala Group's portfolio in Q1 2026, its #65 holding.
  • Dala Group first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
  • Dala Group's Lockheed Martin position peaked at $323K in Q4 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Dala Group's 13F filing for Q1 2026, filed 1 Jun 2026.