GCM
LMT icon

Genus Capital Management’s Lockheed Martin LMT Stock Holding History

Genus Capital 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 		$2.96M Buy
+4,900
New +$3.02M 0.34% 92
2023
Q3 		– Sell
-7,115
Closed -$3.28M – 205
2023
Q2 		$3.28M Buy
+7,115
New +$3.3M 0.48% 69

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

Genus Capital Management's LMT Position: Q1 2026 in Review

Genus Capital Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 4,900 shares worth $2.96M. The stake represents 0.34% of the portfolio and ranks #92 among its holdings. This is a return to the name: Genus Capital Management previously reported a position in LMT as recently as Q2 2023.

Genus Capital Management first reported a position in LMT in Q2 2023 and has held it in 2 quarters since. The position peaked at $3.28M in Q2 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Genus Capital Management held 4,900 shares of Lockheed Martin worth $2.96M as of Q1 2026.
  • Lockheed Martin was a new Genus Capital Management position in Q1 2026.
  • Lockheed Martin made up 0.34% of Genus Capital Management's portfolio in Q1 2026, its #92 holding.
  • Genus Capital Management first reported a position in Lockheed Martin in Q2 2023 and has held it in 2 quarters since.
  • Genus Capital Management's Lockheed Martin position peaked at $3.28M in Q2 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.