EDRH
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Edmond de Rothschild Holding’s Lockheed Martin LMT Stock Holding History

Edmond de Rothschild Holding’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 		$39.3K Hold
65
– – ﹤0.01% 458
2025
Q4 		$31.4K Buy
+65
New +$31.1K ﹤0.01% 490
2024
Q2 		– Sell
-65
Closed -$29.6K – 695
2024
Q1 		$29.6K Buy
+65
New +$28.5K ﹤0.01% 604
2023
Q4 		– Sell
-100
Closed -$40.9K – 728
2023
Q3 		$40.9K Buy
100
+40
+67% +$17.7K ﹤0.01% 578
2023
Q2 		$27.6K Hold
60
– – ﹤0.01% 632
2023
Q1 		$28.4K Buy
60
+30
+100% +$14.1K ﹤0.01% 643
2022
Q4 		$14.6K Buy
+30
New +$13.9K ﹤0.01% 730
2022
Q2 		– Sell
-385
Closed -$170K – 833
2022
Q1 		$170K Buy
385
+60
+18% +$24.3K ﹤0.01% 521
2021
Q4 		$116K Sell
325
-55
-14% -$19K ﹤0.01% 611
2021
Q3 		$131K Buy
+380
New +$138K ﹤0.01% 593
2020
Q1 		– Sell
-242
Closed -$94K – 605
2019
Q4 		$94K Buy
+242
New +$92.9K ﹤0.01% 427
2019
Q1 		– Sell
-100
Closed -$26K – 662
2018
Q4 		$26K Hold
100
– – ﹤0.01% 579
2018
Q3 		$35K Hold
100
– – ﹤0.01% 630
2018
Q2 		$30K Sell
100
-970
-91% -$313K ﹤0.01% 647
2018
Q1 		$362K Sell
1,070
-15
-1% -$5.11K 0.01% 383
2017
Q4 		$348K Buy
1,085
+71
+7% +$22.4K 0.01% 412
2017
Q3 		$314K Sell
1,014
-213
-17% -$63.6K 0.01% 427
2017
Q2 		$340K Buy
1,227
+75
+7% +$20.6K 0.01% 419
2017
Q1 		$309K Buy
1,152
+225
+24% +$58.9K 0.01% 435
2016
Q4 		$232K Sell
927
-1,279
-58% -$320K 0.01% 473
2016
Q3 		$529K Buy
2,206
+2,102
+2,021% +$526K 0.02% 363
2016
Q2 		$26K Hold
104
– – ﹤0.01% 702
2016
Q1 		$23K Sell
104
-145
-58% -$31.2K ﹤0.01% 707
2015
Q4 		$54K Buy
249
+119
+92% +$25.8K ﹤0.01% 624
2015
Q3 		$27K Hold
130
– – ﹤0.01% 687
2015
Q2 		$24K Buy
+130
New +$25K ﹤0.01% 715

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

Edmond de Rothschild Holding's LMT Position: Q1 2026 in Review

Edmond de Rothschild Holding held its Lockheed Martin (LMT) position steady in Q1 2026 at 65 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Edmond de Rothschild Holding first reported a position in LMT in Q2 2015 and has held it in 26 quarters since. The position peaked at $529K in Q3 2016. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Edmond de Rothschild Holding held 65 shares of Lockheed Martin worth $39.3K as of Q1 2026.
  • Edmond de Rothschild Holding left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #458 holding.
  • Edmond de Rothschild Holding first reported a position in Lockheed Martin in Q2 2015 and has held it in 26 quarters since.
  • Edmond de Rothschild Holding's Lockheed Martin position peaked at $529K in Q3 2016.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.