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FWL Investment Management’s Lockheed Martin LMT Stock Holding History

FWL Investment Management’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 		$21.2K Buy
+35
New +$21.6K ﹤0.01% 218
2025
Q1 		– Sell
-18,104
Closed -$8.8M – 313
2024
Q4 		$8.8M Buy
18,104
+970
+6% +$529K 3.2% 10
2024
Q3 		$10M Buy
17,134
+3,732
+28% +$2M 3.84% 6
2024
Q2 		$6.26M Buy
13,402
+527
+4% +$244K 3.16% 13
2024
Q1 		$5.86M Buy
12,875
+4,874
+61% +$2.14M 3.23% 12
2023
Q4 		$3.63M Buy
+8,001
New +$3.54M 2.11% 20
2023
Q1 		– Sell
-210
Closed -$102K – 141
2022
Q4 		$102K Buy
+210
New +$97.6K 0.08% 71

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

FWL Investment Management's LMT Position: Q1 2026 in Review

FWL Investment Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 35 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in LMT as recently as Q4 2024.

FWL Investment Management first reported a position in LMT in Q4 2022 and has held it in 7 quarters since. The position peaked at $10M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • FWL Investment Management held 35 shares of Lockheed Martin worth $21.2K as of Q1 2026.
  • Lockheed Martin was a new FWL Investment Management position in Q1 2026.
  • Lockheed Martin made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #218 holding.
  • FWL Investment Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 7 quarters since.
  • FWL Investment Management's Lockheed Martin position peaked at $10M in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.