EdgeRock Capital’s Lockheed Martin LMT Stock Holding History

EdgeRock Capital’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	$2.88M	Buy	4,814 +318	+7%	+$196K	0.78%	26
2025 Q4	$2.17M	Buy	4,496 +7	+0.2%	+$3.35K	0.58%	25
2025 Q3	$2.24M	Sell	4,489 -81	-2%	-$36.8K	0.62%	25
2025 Q2	$2.12M	Buy	+4,570	New	+$2.14M	0.67%	25
2023 Q4	–	Sell	-6,181	Closed	-$2.53M	–	343
2023 Q3	$2.53M	Buy	6,181 +5,368	+660%	+$2.38M	1.54%	11
2023 Q2	$374K	Sell	813 -5,297	-87%	-$2.46M	0.18%	41
2023 Q1	$2.89M	Sell	6,110 -335	-5%	-$157K	1.48%	14
2022 Q4	$3.13M	Buy	6,445 +5,657	+718%	+$2.63M	1.75%	13
2022 Q3	$304K	Buy	+788	New	+$329K	0.17%	40

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

EdgeRock Capital's LMT Position: Q1 2026 in Review

EdgeRock Capital increased its Lockheed Martin (LMT) stake by 7.1% in Q1 2026, buying an estimated $196K and bringing the position to 4,814 shares worth $2.88M. The position accounts for 0.78% of the portfolio, ranked #26.

EdgeRock Capital first reported a position in LMT in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.13M in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

EdgeRock Capital held 4,814 shares of Lockheed Martin worth $2.88M as of Q1 2026.
EdgeRock Capital bought 318 Lockheed Martin shares in Q1 2026, an estimated $196K.
Lockheed Martin made up 0.78% of EdgeRock Capital's portfolio in Q1 2026, its #26 holding.
EdgeRock Capital first reported a position in Lockheed Martin in Q3 2022 and has held it in 9 quarters since.
EdgeRock Capital's Lockheed Martin position peaked at $3.13M in Q4 2022.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on EdgeRock Capital's 13F filing for Q1 2026, filed 16 Apr 2026.