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Fountainhead AM’s Lockheed Martin LMT Stock Holding History

Fountainhead AM’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 		$117K Buy
+193
New +$119K 0.1% 129
2025
Q4 		– Sell
-598
Closed -$299K – 209
2025
Q3 		$299K Buy
598
+10
+2% +$4.54K 0.04% 171
2025
Q2 		$273K Sell
588
-23
-4% -$10.8K 0.04% 168
2025
Q1 		$273K Buy
611
+89
+17% +$41K 0.04% 145
2024
Q4 		$254K Buy
522
+7
+1% +$3.82K 0.05% 141
2024
Q3 		$301K Sell
515
-10
-2% -$5.37K 0.06% 105
2024
Q2 		$245K Sell
525
-14
-3% -$6.47K 0.06% 114
2024
Q1 		$245K Buy
539
+5
+0.9% +$2.19K 0.06% 115
2023
Q4 		$242K Buy
534
+16
+3% +$7.09K 0.07% 100
2023
Q3 		$212K Buy
518
+32
+7% +$14.2K 0.07% 84
2023
Q2 		$224K Sell
486
-18
-4% -$8.36K 0.08% 74
2023
Q1 		$238K Hold
504
– – 0.09% 64
2022
Q4 		$245K Buy
+504
New +$234K 0.11% 57
2022
Q3 		– Sell
-503
Closed -$216K – 79
2022
Q2 		$216K Buy
+503
New +$221K 0.12% 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

Fountainhead AM's LMT Position: Q1 2026 in Review

Fountainhead AM opened a new position in Lockheed Martin (LMT) in Q1 2026: 193 shares worth $117K. The stake represents 0.1% of the portfolio and ranks #129 among its holdings. This is a return to the name: Fountainhead AM previously reported a position in LMT as recently as Q3 2025.

Fountainhead AM first reported a position in LMT in Q2 2022 and has held it in 14 quarters since. The position peaked at $301K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Fountainhead AM held 193 shares of Lockheed Martin worth $117K as of Q1 2026.
  • Lockheed Martin was a new Fountainhead AM position in Q1 2026.
  • Lockheed Martin made up 0.1% of Fountainhead AM's portfolio in Q1 2026, its #129 holding.
  • Fountainhead AM first reported a position in Lockheed Martin in Q2 2022 and has held it in 14 quarters since.
  • Fountainhead AM's Lockheed Martin position peaked at $301K in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.