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Disciplined Investors’s Lockheed Martin LMT Stock Holding History

Disciplined Investors’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 		$461K Buy
763
+1
+0.1% +$616 0.27% 77
2025
Q4 		$369K Buy
762
+2
+0.3% +$957 0.24% 79
2025
Q3 		$379K Sell
760
-9
-1% -$4.08K 0.27% 74
2025
Q2 		$356K Buy
769
+34
+5% +$15.9K 0.28% 76
2025
Q1 		$328K Sell
735
-34
-4% -$15.7K 0.3% 73
2024
Q4 		$372K Buy
+769
New +$419K 0.36% 64

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

Disciplined Investors's LMT Position: Q1 2026 in Review

Disciplined Investors increased its Lockheed Martin (LMT) stake by 0.13% in Q1 2026, buying an estimated $616 and bringing the position to 763 shares worth $461K. The position accounts for 0.27% of the portfolio, ranked #77.

Disciplined Investors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Disciplined Investors held 763 shares of Lockheed Martin worth $461K as of Q1 2026.
  • Disciplined Investors bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.27% of Disciplined Investors's portfolio in Q1 2026, its #77 holding.
  • Disciplined Investors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.