EPIMS
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Evelyn Partners Investment Management Services’s Lockheed Martin LMT Stock Holding History

Evelyn Partners Investment Management Services’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 		$104K Hold
172
– – 0.01% 148
2025
Q4 		$83.2K Buy
172
+44
+34% +$21.1K 0.01% 155
2025
Q3 		$63.9K Hold
128
– – 0.01% 170
2025
Q2 		$59.3K Hold
128
– – 0.01% 163
2025
Q1 		$57.2K Hold
128
– – 0.01% 158
2024
Q4 		$62.2K Buy
+128
New +$69.8K 0.01% 155

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

Evelyn Partners Investment Management Services's LMT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Lockheed Martin (LMT) position steady in Q1 2026 at 172 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #148.

Evelyn Partners Investment Management Services first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Evelyn Partners Investment Management Services held 172 shares of Lockheed Martin worth $104K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #148 holding.
  • Evelyn Partners Investment Management Services first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.