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Fiduciary Group’s Lockheed Martin LMT Stock Holding History

Fiduciary Group’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 		$1.49M Sell
2,463
-26
-1% -$16K 0.13% 131
2025
Q4 		$1.2M Sell
2,489
-45
-2% -$21.5K 0.1% 145
2025
Q3 		$1.26M Hold
2,534
– – 0.11% 140
2025
Q2 		$1.17M Hold
2,534
– – 0.11% 146
2025
Q1 		$1.13M Sell
2,534
-6
-0.2% -$2.76K 0.11% 144
2024
Q4 		$1.23M Hold
2,540
– – 0.12% 132
2024
Q3 		$1.48M Sell
2,540
-21
-0.8% -$11.3K 0.15% 116
2024
Q2 		$1.2M Sell
2,561
-4
-0.2% -$1.85K 0.13% 126
2024
Q1 		$1.17M Buy
2,565
+10
+0.4% +$4.38K 0.13% 123
2023
Q4 		$1.16M Sell
2,555
-42
-2% -$18.6K 0.14% 117
2023
Q3 		$1.06M Buy
2,597
+285
+12% +$126K 0.14% 113
2023
Q2 		$1.06M Buy
2,312
+21
+0.9% +$9.75K 0.13% 115
2023
Q1 		$1.08M Sell
2,291
-20
-0.9% -$9.38K 0.14% 115
2022
Q4 		$1.12M Buy
2,311
+20
+0.9% +$9.29K 0.15% 108
2022
Q3 		$1.13M Buy
2,291
+67
+3% +$28K 0.15% 107
2022
Q2 		$954K Buy
2,224
+10
+0.5% +$4.39K 0.12% 118
2022
Q1 		$975K Buy
2,214
+4
+0.2% +$1.62K 0.13% 110
2021
Q4 		$786K Buy
2,210
+90
+4% +$31.1K 0.09% 129
2021
Q3 		$704K Sell
2,120
-39
-2% -$14.1K 0.08% 135
2021
Q2 		$781K Buy
2,159
+14
+0.7% +$5.38K 0.09% 125
2021
Q1 		$816K Buy
2,145
+182
+9% +$62.4K 0.1% 122
2020
Q4 		$666K Hold
1,963
– – 0.09% 128
2020
Q3 		$752K Buy
1,963
+23
+1% +$8.78K 0.11% 115
2020
Q2 		$708K Sell
1,940
-223
-10% -$84.2K 0.12% 113
2020
Q1 		$733K Buy
2,163
+57
+3% +$22.4K 0.14% 94
2019
Q4 		$820K Sell
2,106
-257
-11% -$98.6K 0.13% 100
2019
Q3 		$922K Sell
2,363
-181
-7% -$68.1K 0.16% 92
2019
Q2 		$925K Sell
2,544
-68
-3% -$22.7K 0.17% 91
2019
Q1 		$784K Buy
2,612
+256
+11% +$75.1K 0.15% 100
2018
Q4 		$617K Sell
2,356
-60
-2% -$18.2K 0.13% 103
2018
Q3 		$836K Sell
2,416
-25
-1% -$8.07K 0.16% 94
2018
Q2 		$721K Sell
2,441
-23
-0.9% -$7.42K 0.15% 98
2018
Q1 		$833K Buy
2,464
+3
+0.1% +$1.02K 0.18% 95
2017
Q4 		$790K Hold
2,461
– – 0.17% 98
2017
Q3 		$764K Buy
2,461
+11
+0.4% +$3.28K 0.17% 100
2017
Q2 		$680K Sell
2,450
-80
-3% -$22K 0.16% 109
2017
Q1 		$677K Hold
2,530
– – 0.16% 110
2016
Q4 		$632K Hold
2,530
– – 0.16% 112
2016
Q3 		$607K Sell
2,530
-16
-0.6% -$4K 0.16% 112
2016
Q2 		$632K Buy
2,546
+165
+7% +$38.9K 0.18% 108
2016
Q1 		$527K Sell
2,381
-14
-0.6% -$3.01K 0.15% 120
2015
Q4 		$520K Buy
2,395
+487
+26% +$106K 0.16% 115
2015
Q3 		$396K Hold
1,908
– – 0.13% 141
2015
Q2 		$355K Buy
+1,908
New +$367K 0.11% 153

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 Group's LMT Position: Q1 2026 in Review

Fiduciary Group reduced its Lockheed Martin (LMT) stake by 1% in Q1 2026, selling an estimated $16K and leaving 2,463 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #131.

Fiduciary Group first reported a position in LMT in Q2 2015 and has held it in 44 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fiduciary Group held 2,463 shares of Lockheed Martin worth $1.49M as of Q1 2026.
  • Fiduciary Group sold 26 Lockheed Martin shares in Q1 2026, an estimated $16K.
  • Lockheed Martin made up 0.13% of Fiduciary Group's portfolio in Q1 2026, its #131 holding.
  • Fiduciary Group first reported a position in Lockheed Martin in Q2 2015 and has held it in 44 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.