Donoghue Forlines’s Lockheed Martin LMT Stock Holding History

Donoghue Forlines’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	$3.12M	Buy	5,161 +1,986	+63%	+$1.22M	0.86%	23
2025 Q4	$1.54M	Sell	3,175 -30	-0.9%	-$14.4K	0.47%	64
2025 Q3	$1.6M	Buy	+3,205	New	+$1.45M	0.49%	60
2023 Q1	–	Sell	-3,658	Closed	-$1.78M	–	242
2022 Q4	$1.78M	Buy	3,658 +898	+33%	+$417K	0.63%	30
2022 Q3	$1.07M	Sell	2,760 -2,640	-49%	-$1.1M	0.38%	33
2022 Q2	$2.32M	Sell	5,400 -916	-15%	-$402K	0.61%	21
2022 Q1	$2.79M	Buy	6,316 +3,078	+95%	+$1.25M	0.6%	28
2021 Q4	$1.15M	Buy	+3,238	New	+$1.12M	0.19%	105
2021 Q1	–	Sell	-3,041	Closed	-$1.08M	–	266
2020 Q4	$1.08M	Buy	+3,041	New	+$1.12M	0.21%	135
2018 Q2	–	Sell	-7,564	Closed	-$2.56M	–	169
2018 Q1	$2.56M	Buy	+7,564	New	+$2.57M	0.22%	74
2017 Q4	–	Sell	-7,488	Closed	-$2.32M	–	137
2017 Q3	$2.32M	Buy	+7,488	New	+$2.23M	0.24%	69

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

Donoghue Forlines's LMT Position: Q1 2026 in Review

Donoghue Forlines increased its Lockheed Martin (LMT) stake by 63% in Q1 2026, buying an estimated $1.22M and bringing the position to 5,161 shares worth $3.12M. The position accounts for 0.86% of the portfolio, ranked #23.

Donoghue Forlines first reported a position in LMT in Q3 2017 and has held it in 11 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Donoghue Forlines held 5,161 shares of Lockheed Martin worth $3.12M as of Q1 2026.
Donoghue Forlines bought 1,986 Lockheed Martin shares in Q1 2026, an estimated $1.22M.
Lockheed Martin made up 0.86% of Donoghue Forlines's portfolio in Q1 2026, its #23 holding.
Donoghue Forlines first reported a position in Lockheed Martin in Q3 2017 and has held it in 11 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.