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Empirical Finance’s Lockheed Martin LMT Stock Holding History

Empirical Finance’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 		$5.31M Sell
8,778
-25
-0.3% -$15.4K 0.25% 84
2025
Q4 		$4.26M Sell
8,803
-333
-4% -$159K 0.2% 96
2025
Q3 		$4.56M Buy
9,136
+1,281
+16% +$581K 0.22% 96
2025
Q2 		$3.64M Buy
7,855
+49
+0.6% +$22.9K 0.19% 108
2025
Q1 		$3.49M Buy
7,806
+114
+1% +$52.5K 0.21% 96
2024
Q4 		$3.74M Sell
7,692
-110
-1% -$60K 0.22% 87
2024
Q3 		$4.56M Buy
7,802
+124
+2% +$66.6K 0.27% 76
2024
Q2 		$3.59M Sell
7,678
-742
-9% -$343K 0.22% 89
2024
Q1 		$3.83M Buy
8,420
+260
+3% +$114K 0.24% 91
2023
Q4 		$3.7M Sell
8,160
-3
-0% -$1.33K 0.26% 84
2023
Q3 		$3.34M Buy
8,163
+749
+10% +$332K 0.25% 87
2023
Q2 		$3.41M Buy
7,414
+738
+11% +$343K 0.26% 79
2023
Q1 		$3.16M Buy
6,676
+302
+5% +$142K 0.3% 72
2022
Q4 		$3.1M Buy
6,374
+442
+7% +$205K 0.32% 69
2022
Q3 		$2.29M Buy
5,932
+936
+19% +$391K 0.27% 77
2022
Q2 		$2.15M Buy
4,996
+254
+5% +$112K 0.27% 69
2022
Q1 		$2.09M Buy
4,742
+515
+12% +$209K 0.23% 81
2021
Q4 		$1.5M Buy
4,227
+1,120
+36% +$387K 0.18% 106
2021
Q3 		$1.07M Sell
3,107
-1,233
-28% -$446K 0.16% 128
2021
Q2 		$1.64M Sell
4,340
-773
-15% -$297K 0.27% 74
2021
Q1 		$1.81M Hold
5,113
– – 0.32% 85
2020
Q4 		$1.81M Buy
5,113
+441
+9% +$162K 0.32% 85
2020
Q3 		$1.79M Buy
4,672
+3,025
+184% +$1.15M 0.38% 65
2020
Q2 		$601K Buy
1,647
+196
+14% +$74K 0.15% 134
2020
Q1 		$492K Buy
1,451
+529
+57% +$208K 0.15% 127
2019
Q4 		$359K Buy
922
+341
+59% +$131K 0.09% 158
2019
Q3 		$227K Buy
581
+12
+2% +$4.51K 0.06% 153
2019
Q2 		$207K Buy
+569
New +$190K 0.06% 151
2017
Q1 		– Sell
-131
Closed -$33K – 354
2016
Q4 		$33K Buy
+131
New +$32.7K 0.02% 136

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

Empirical Finance's LMT Position: Q1 2026 in Review

Empirical Finance reduced its Lockheed Martin (LMT) stake by 0.28% in Q1 2026, selling an estimated $15.4K and leaving 8,778 shares worth $5.31M. The position accounts for 0.25% of the portfolio, ranked #84.

Empirical Finance first reported a position in LMT in Q4 2016 and has held it in 29 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Empirical Finance held 8,778 shares of Lockheed Martin worth $5.31M as of Q1 2026.
  • Empirical Finance sold 25 Lockheed Martin shares in Q1 2026, an estimated $15.4K.
  • Lockheed Martin made up 0.25% of Empirical Finance's portfolio in Q1 2026, its #84 holding.
  • Empirical Finance first reported a position in Lockheed Martin in Q4 2016 and has held it in 29 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.