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GLOBALT Investments’s Lockheed Martin LMT Stock Holding History

GLOBALT Investments’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 		$5.99M Sell
9,906
-272
-3% -$168K 0.21% 58
2025
Q4 		$4.92M Sell
10,178
-281
-3% -$134K 0.18% 73
2025
Q3 		$5.22M Sell
10,459
-178
-2% -$80.8K 0.19% 72
2025
Q2 		$4.93M Sell
10,637
-566
-5% -$265K 0.19% 70
2025
Q1 		$5M Buy
11,203
+50
+0.4% +$23K 0.2% 71
2024
Q4 		$5.42M Sell
11,153
-139
-1% -$75.8K 0.21% 64
2024
Q3 		$6.6M Sell
11,292
-234
-2% -$126K 0.25% 56
2024
Q2 		$5.38M Sell
11,526
-99
-0.9% -$45.8K 0.22% 66
2024
Q1 		$5.29M Sell
11,625
-917
-7% -$402K 0.21% 66
2023
Q4 		$5.68M Buy
+12,542
New +$5.56M 0.24% 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

GLOBALT Investments's LMT Position: Q1 2026 in Review

GLOBALT Investments reduced its Lockheed Martin (LMT) stake by 2.7% in Q1 2026, selling an estimated $168K and leaving 9,906 shares worth $5.99M. The position accounts for 0.21% of the portfolio, ranked #58.

GLOBALT Investments first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.6M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • GLOBALT Investments held 9,906 shares of Lockheed Martin worth $5.99M as of Q1 2026.
  • GLOBALT Investments sold 272 Lockheed Martin shares in Q1 2026, an estimated $168K.
  • Lockheed Martin made up 0.21% of GLOBALT Investments's portfolio in Q1 2026, its #58 holding.
  • GLOBALT Investments first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's Lockheed Martin position peaked at $6.6M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.