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D'Orazio & Associates’s Lockheed Martin LMT Stock Holding History

D'Orazio & Associates’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 		$4.02M Sell
6,651
-4,995
-43% -$3.08M 0.52% 26
2025
Q4 		$5.63M Sell
11,646
-6
-0.1% -$2.87K 0.72% 23
2025
Q3 		$5.82M Sell
11,652
-2,419
-17% -$1.1M 0.77% 23
2025
Q2 		$6.52M Hold
14,071
– – 0.92% 19
2025
Q1 		$6.29M Buy
14,071
+4,621
+49% +$2.13M 0.95% 18
2024
Q4 		$4.59M Sell
9,450
-629
-6% -$343K 0.68% 20
2024
Q3 		$5.89M Sell
10,079
-306
-3% -$164K 0.83% 18
2024
Q2 		$4.85M Sell
10,385
-953
-8% -$440K 0.74% 20
2024
Q1 		$5.16M Buy
11,338
+1,437
+15% +$630K 0.83% 21
2023
Q4 		$4.49M Buy
9,901
+1,870
+23% +$829K 0.8% 21
2023
Q3 		$3.28M Sell
8,031
-206
-3% -$91.4K 0.74% 23
2023
Q2 		$3.79M Buy
8,237
+5,241
+175% +$2.43M 0.88% 18
2023
Q1 		$1.42M Sell
2,996
-713
-19% -$334K 0.37% 24
2022
Q4 		$1.8M Buy
3,709
+43
+1% +$20K 0.43% 23
2022
Q3 		$1.42M Buy
3,666
+256
+8% +$107K 0.41% 21
2022
Q2 		$1.47M Buy
3,410
+96
+3% +$42.2K 0.39% 21
2022
Q1 		$1.46M Sell
3,314
-8
-0.2% -$3.24K 0.35% 23
2021
Q4 		$1.18M Sell
3,322
-58
-2% -$20.1K 0.27% 27
2021
Q3 		$1.17M Buy
3,380
+129
+4% +$46.7K 0.28% 22
2021
Q2 		$1.23M Sell
3,251
-30
-0.9% -$11.5K 0.32% 19
2021
Q1 		$1.21M Hold
3,281
– – 0.34% 19
2020
Q4 		$1.17M Hold
3,281
– – 0.38% 17
2020
Q3 		$1.26M Sell
3,281
-80
-2% -$30.5K 0.51% 15
2020
Q2 		$1.23M Sell
3,361
-360
-10% -$136K 0.53% 12
2020
Q1 		$1.26M Hold
3,721
– – 0.62% 9
2019
Q4 		$1.45M Hold
3,721
– – 0.43% 13
2019
Q3 		$1.45M Sell
3,721
-250
-6% -$94K 0.47% 12
2019
Q2 		$1.44M Buy
3,971
+83
+2% +$27.8K 0.42% 14
2019
Q1 		$1.17M Buy
3,888
+4
+0.1% +$1.17K 0.35% 17
2018
Q4 		$1.02M Sell
3,884
-255
-6% -$77.4K 0.33% 16
2018
Q3 		$1.43M Hold
4,139
– – 0.52% 14
2018
Q2 		$1.22M Sell
4,139
-15
-0.4% -$4.84K 0.47% 14
2018
Q1 		$1.4M Buy
4,154
+637
+18% +$217K 0.53% 14
2017
Q4 		$1.13M Buy
3,517
+60
+2% +$18.9K 0.4% 16
2017
Q3 		$1.07M Sell
3,457
-320
-8% -$95.5K 0.4% 15
2017
Q2 		$1.05M Hold
3,777
– – 0.41% 15
2017
Q1 		$1.01M Hold
3,777
– – 0.39% 15
2016
Q4 		$944K Sell
3,777
-190
-5% -$47.5K 0.38% 13
2016
Q3 		$950K Buy
3,967
+25
+0.6% +$6.26K 0.38% 12
2016
Q2 		$978K Hold
3,942
– – 0.39% 13
2016
Q1 		$873K Buy
3,942
+1,622
+70% +$349K 0.37% 14
2015
Q4 		$504K Sell
2,320
-27
-1% -$5.86K 0.25% 16
2015
Q3 		$519K Buy
2,347
+27
+1% +$5.49K 0.26% 16
2015
Q2 		$432K Hold
2,320
– – 0.29% 23
2015
Q1 		$471K Buy
2,320
+173
+8% +$34.2K 0.37% 20
2014
Q4 		$413K Hold
2,147
– – 0.28% 21
2014
Q3 		$392K Buy
2,147
+2,000
+1,361% +$340K 0.29% 22
2014
Q2 		$24K Hold
147
– – 0.02% 136
2014
Q1 		$24K Hold
147
– – 0.02% 132
2013
Q4 		$22K Buy
+147
New +$20K 0.02% 120

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

D'Orazio & Associates's LMT Position: Q1 2026 in Review

D'Orazio & Associates reduced its Lockheed Martin (LMT) stake by 43% in Q1 2026, selling an estimated $3.08M and leaving 6,651 shares worth $4.02M. The position accounts for 0.52% of the portfolio, ranked #26.

D'Orazio & Associates first reported a position in LMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.52M in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • D'Orazio & Associates held 6,651 shares of Lockheed Martin worth $4.02M as of Q1 2026.
  • D'Orazio & Associates sold 4,995 Lockheed Martin shares in Q1 2026, an estimated $3.08M.
  • Lockheed Martin made up 0.52% of D'Orazio & Associates's portfolio in Q1 2026, its #26 holding.
  • D'Orazio & Associates first reported a position in Lockheed Martin in Q4 2013 and has held it in 50 quarters since.
  • D'Orazio & Associates's Lockheed Martin position peaked at $6.52M in Q2 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.