EPIM
LMT icon

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

Evelyn Partners Investment Management’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 		$126K Hold
208
– – ﹤0.01% 226
2025
Q4 		$101K Sell
208
-75
-27% -$35.9K ﹤0.01% 241
2025
Q3 		$141K Hold
283
– – ﹤0.01% 222
2025
Q2 		$131K Buy
283
+30
+12% +$14K ﹤0.01% 219
2025
Q1 		$113K Buy
253
+10
+4% +$4.6K ﹤0.01% 228
2024
Q4 		$118K Buy
+243
New +$132K ﹤0.01% 224

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's LMT Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 208 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Evelyn Partners Investment Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $141K in Q3 2025. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Evelyn Partners Investment Management held 208 shares of Lockheed Martin worth $126K as of Q1 2026.
  • Evelyn Partners Investment Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #226 holding.
  • Evelyn Partners Investment Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Lockheed Martin position peaked at $141K in Q3 2025.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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