FFO
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Fiduciary Family Office’s Lockheed Martin LMT Stock Holding History

Fiduciary Family Office’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 		$490K Sell
810
-684
-46% -$421K 0.14% 103
2025
Q4 		$722K Sell
1,494
-352
-19% -$168K 0.21% 85
2025
Q3 		$922K Buy
1,846
+357
+24% +$162K 0.26% 79
2025
Q2 		$690K Buy
1,489
+154
+12% +$72.1K 0.23% 91
2025
Q1 		$596K Buy
+1,335
New +$615K 0.2% 106
2024
Q4 		– Sell
-993
Closed -$580K – 173
2024
Q3 		$580K Buy
+993
New +$533K 0.19% 110

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

Fiduciary Family Office's LMT Position: Q1 2026 in Review

Fiduciary Family Office reduced its Lockheed Martin (LMT) stake by 46% in Q1 2026, selling an estimated $421K and leaving 810 shares worth $490K. The position accounts for 0.14% of the portfolio, ranked #103.

Fiduciary Family Office first reported a position in LMT in Q3 2024 and has held it in 6 quarters since. The position peaked at $922K in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fiduciary Family Office held 810 shares of Lockheed Martin worth $490K as of Q1 2026.
  • Fiduciary Family Office sold 684 Lockheed Martin shares in Q1 2026, an estimated $421K.
  • Lockheed Martin made up 0.14% of Fiduciary Family Office's portfolio in Q1 2026, its #103 holding.
  • Fiduciary Family Office first reported a position in Lockheed Martin in Q3 2024 and has held it in 6 quarters since.
  • Fiduciary Family Office's Lockheed Martin position peaked at $922K in Q3 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.