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Fortress Private Ledger’s Lockheed Martin LMT Stock Holding History

Fortress Private Ledger’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 		$591K Buy
978
+26
+3% +$16K 0.18% 116
2025
Q4 		$460K Buy
952
+27
+3% +$12.9K 0.15% 130
2025
Q3 		$462K Sell
925
-33
-3% -$15K 0.17% 113
2025
Q2 		$443K Buy
958
+60
+7% +$28.1K 0.2% 98
2025
Q1 		$401K Sell
898
-273
-23% -$126K 0.22% 93
2024
Q4 		$569K Buy
+1,171
New +$638K 0.35% 62

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

Fortress Private Ledger's LMT Position: Q1 2026 in Review

Fortress Private Ledger increased its Lockheed Martin (LMT) stake by 2.7% in Q1 2026, buying an estimated $16K and bringing the position to 978 shares worth $591K. The position accounts for 0.18% of the portfolio, ranked #116.

Fortress Private Ledger first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fortress Private Ledger held 978 shares of Lockheed Martin worth $591K as of Q1 2026.
  • Fortress Private Ledger bought 26 Lockheed Martin shares in Q1 2026, an estimated $16K.
  • Lockheed Martin made up 0.18% of Fortress Private Ledger's portfolio in Q1 2026, its #116 holding.
  • Fortress Private Ledger first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.