Fairscale Capital’s Lockheed Martin LMT Stock Holding History

Fairscale 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	$259K	Hold	429	–	–	0.18%	79
2025 Q4	$207K	Hold	429	–	–	0.14%	90
2025 Q3	$214K	Hold	429	–	–	0.15%	89
2025 Q2	$181K	Sell	429 -50	-10%	-$23.4K	0.13%	98
2025 Q1	$214K	Hold	479	–	–	0.19%	77
2024 Q4	$233K	Sell	479 -11	-2%	-$6K	0.2%	71
2024 Q3	$286K	Hold	490	–	–	0.25%	58
2024 Q2	$230K	Buy	+490	New	+$226K	0.2%	67

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

Fairscale Capital's LMT Position: Q1 2026 in Review

Fairscale Capital held its Lockheed Martin (LMT) position steady in Q1 2026 at 429 shares worth $259K. The position accounts for 0.18% of the portfolio, ranked #79.

Fairscale Capital first reported a position in LMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $286K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Fairscale Capital held 429 shares of Lockheed Martin worth $259K as of Q1 2026.
Fairscale Capital left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.18% of Fairscale Capital's portfolio in Q1 2026, its #79 holding.
Fairscale Capital first reported a position in Lockheed Martin in Q2 2024 and has held it in 8 quarters since.
Fairscale Capital's Lockheed Martin position peaked at $286K in Q3 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.