Disciplined Equity Management’s Lockheed Martin LMT Stock Holding History

Disciplined Equity 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	–	Sell	-243	Closed	-$118K	–	53
2025 Q4	$118K	Hold	243	–	–	0.06%	48
2025 Q3	$121K	Hold	243	–	–	0.07%	47
2025 Q2	$113K	Hold	243	–	–	0.07%	49
2025 Q1	$109K	Hold	243	–	–	0.08%	49
2024 Q4	$118K	Hold	243	–	–	0.08%	53
2024 Q3	$142K	Hold	243	–	–	0.09%	50
2024 Q2	$114K	Hold	243	–	–	0.07%	53
2024 Q1	$111K	Hold	243	–	–	0.07%	51
2023 Q4	$110K	Hold	243	–	–	0.08%	58
2023 Q3	$99.4K	Hold	243	–	–	0.08%	47
2023 Q2	$112K	Hold	243	–	–	0.09%	47
2023 Q1	$115K	Hold	243	–	–	0.1%	47
2022 Q4	$118K	Sell	243 -100	-29%	-$46.5K	0.1%	48
2022 Q3	$132K	Hold	343	–	–	0.13%	41
2022 Q2	$147K	Buy	+343	New	+$151K	0.13%	46

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

Disciplined Equity Management's LMT Position: Q1 2026 in Review

Disciplined Equity Management sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 243 shares — an estimated $118K sold.

Disciplined Equity Management first reported a position in LMT in Q2 2022 and held it in 15 quarters. The position peaked at $147K in Q2 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Disciplined Equity Management reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
Disciplined Equity Management sold 243 Lockheed Martin shares in Q1 2026, an estimated $118K.
Disciplined Equity Management first reported a position in Lockheed Martin in Q2 2022 and held it in 15 quarters.
Disciplined Equity Management's Lockheed Martin position peaked at $147K in Q2 2022.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Disciplined Equity Management's 13F filing for Q1 2026, filed 28 Apr 2026.