Douglass Winthrop Advisors’s Lockheed Martin LMT Stock Holding History

Douglass Winthrop Advisors’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	$1.04M	Sell	1,722 -52	-3%	-$32K	0.02%	148
2025 Q4	$858K	Buy	1,774 +122	+7%	+$58.4K	0.02%	169
2025 Q3	$825K	Sell	1,652 -82	-5%	-$37.2K	0.01%	171
2025 Q2	$803K	Sell	1,734 -30	-2%	-$14K	0.01%	157
2025 Q1	$788K	Sell	1,764 -35	-2%	-$16.1K	0.02%	152
2024 Q4	$874K	Buy	1,799 +10	+0.6%	+$5.45K	0.02%	155
2024 Q3	$1.05M	Buy	1,789 +76	+4%	+$40.8K	0.02%	137
2024 Q2	$800K	Sell	1,713 -61	-3%	-$28.2K	0.02%	152
2024 Q1	$807K	Buy	1,774 +751	+73%	+$329K	0.02%	152
2023 Q4	$464K	Sell	1,023 -250	-20%	-$111K	0.01%	179
2023 Q3	$521K	Hold	1,273	–	–	0.01%	161
2023 Q2	$586K	Hold	1,273	–	–	0.01%	161
2023 Q1	$602K	Hold	1,273	–	–	0.02%	155
2022 Q4	$619K	Buy	1,273 +125	+11%	+$58.1K	0.02%	156
2022 Q3	$443K	Hold	1,148	–	–	0.01%	176
2022 Q2	$494K	Hold	1,148	–	–	0.01%	177
2022 Q1	$507K	Buy	1,148 +125	+12%	+$50.7K	0.01%	185
2021 Q4	$364K	Sell	1,023 -25	-2%	-$8.65K	0.01%	225
2021 Q3	$362K	Sell	1,048 -90	-8%	-$32.6K	0.01%	223
2021 Q2	$431K	Buy	1,138 +115	+11%	+$44.2K	0.01%	211
2021 Q1	$378K	Hold	1,023	–	–	0.01%	214
2020 Q4	$363K	Hold	1,023	–	–	0.01%	212
2020 Q3	$392K	Hold	1,023	–	–	0.01%	200
2020 Q2	$373K	Sell	1,023 -900	-47%	-$340K	0.01%	197
2020 Q1	$652K	Sell	1,923 -66	-3%	-$26K	0.03%	123
2019 Q4	$774K	Sell	1,989 -850	-30%	-$326K	0.03%	143
2019 Q3	$1.11M	Buy	2,839 +1,034	+57%	+$389K	0.04%	113
2019 Q2	$656K	Hold	1,805	–	–	0.03%	154
2019 Q1	$542K	Sell	1,805 -490	-21%	-$144K	0.02%	152
2018 Q4	$601K	Hold	2,295	–	–	0.03%	146
2018 Q3	$794K	Sell	2,295 -4,550	-66%	-$1.47M	0.04%	133
2018 Q2	$2.02M	Sell	6,845 -200	-3%	-$64.5K	0.09%	104
2018 Q1	$2.38M	Buy	7,045 +882	+14%	+$300K	0.12%	101
2017 Q4	$1.98M	Buy	6,163 +132	+2%	+$41.6K	0.11%	91
2017 Q3	$1.87M	Buy	6,031 +400	+7%	+$119K	0.11%	90
2017 Q2	$1.56M	Buy	5,631 +31	+0.6%	+$8.52K	0.09%	95
2017 Q1	$1.5M	Hold	5,600	–	–	0.09%	99
2016 Q4	$1.4M	Hold	5,600	–	–	0.09%	98
2016 Q3	$1.34M	Hold	5,600	–	–	0.09%	94
2016 Q2	$1.39M	Hold	5,600	–	–	0.1%	89
2016 Q1	$1.24M	Hold	5,600	–	–	0.09%	100
2015 Q4	$1.22M	Hold	5,600	–	–	0.09%	111
2015 Q3	$1.16M	Sell	5,600 -50	-0.9%	-$10.2K	0.09%	108
2015 Q2	$1.15M	Hold	5,650	–	–	0.09%	113
2015 Q1	$1.15M	Buy	+5,650	New	+$1.12M	0.09%	113

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

Douglass Winthrop Advisors's LMT Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its Lockheed Martin (LMT) stake by 2.9% in Q1 2026, selling an estimated $32K and leaving 1,722 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #148.

Douglass Winthrop Advisors first reported a position in LMT in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.38M in Q1 2018. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Douglass Winthrop Advisors held 1,722 shares of Lockheed Martin worth $1.04M as of Q1 2026.
Douglass Winthrop Advisors sold 52 Lockheed Martin shares in Q1 2026, an estimated $32K.
Lockheed Martin made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #148 holding.
Douglass Winthrop Advisors first reported a position in Lockheed Martin in Q1 2015 and has held it in 45 quarters since.
Douglass Winthrop Advisors's Lockheed Martin position peaked at $2.38M in Q1 2018.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.