Godshalk Welsh Capital Management’s Lockheed Martin LMT Stock Holding History

Godshalk Welsh 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	$665K	Hold	1,100	–	–	0.39%	75
2025 Q4	$532K	Hold	1,100	–	–	0.3%	87
2025 Q3	$549K	Hold	1,100	–	–	0.32%	86
2025 Q2	$509K	Buy	1,100 +150	+16%	+$70.2K	0.31%	86
2025 Q1	$424K	Hold	950	–	–	0.28%	89
2024 Q4	$462K	Hold	950	–	–	0.3%	86
2024 Q3	$555K	Sell	950 -150	-14%	-$80.5K	0.35%	80
2024 Q2	$514K	Hold	1,100	–	–	0.34%	80
2024 Q1	$500K	Hold	1,100	–	–	0.34%	79
2023 Q4	$499K	Sell	1,100 -175	-14%	-$77.5K	0.36%	76
2023 Q3	$521K	Hold	1,275	–	–	0.39%	74
2023 Q2	$587K	Hold	1,275	–	–	0.4%	72
2023 Q1	$603K	Hold	1,275	–	–	0.43%	74
2022 Q4	$620K	Sell	1,275 -7	-0.5%	-$3.25K	0.45%	71
2022 Q3	$495K	Buy	1,282 +7	+0.5%	+$2.92K	0.37%	77
2022 Q2	$548K	Hold	1,275	–	–	0.39%	75
2022 Q1	$563K	Hold	1,275	–	–	0.35%	80
2021 Q4	$453K	Hold	1,275	–	–	0.26%	91
2021 Q3	$440K	Hold	1,275	–	–	0.27%	90
2021 Q2	$484K	Hold	1,275	–	–	0.3%	84
2021 Q1	$471K	Hold	1,275	–	–	0.33%	82
2020 Q4	$453K	Sell	1,275 -15	-1%	-$5.51K	0.33%	79
2020 Q3	$494K	Hold	1,290	–	–	0.42%	73
2020 Q2	$471K	Hold	1,290	–	–	0.44%	75
2020 Q1	$437K	Hold	1,290	–	–	0.48%	71
2019 Q4	$502K	Sell	1,290 -10	-0.8%	-$3.84K	0.41%	80
2019 Q3	$507K	Sell	1,300 -10	-0.8%	-$3.76K	0.45%	76
2019 Q2	$476K	Hold	1,310	–	–	0.44%	76
2019 Q1	$393K	Hold	1,310	–	–	0.38%	81
2018 Q4	$343K	Sell	1,310 -15	-1%	-$4.55K	0.38%	82
2018 Q3	$458K	Sell	1,325 -25	-2%	-$8.07K	0.45%	76
2018 Q2	$399K	Sell	1,350 -25	-2%	-$8.06K	0.42%	81
2018 Q1	$465K	Hold	1,375	–	–	0.5%	75
2017 Q4	$441K	Sell	1,375 -25	-2%	-$7.88K	0.45%	81
2017 Q3	$434K	Hold	1,400	–	–	0.44%	81
2017 Q2	$389K	Sell	1,400 -100	-7%	-$27.5K	0.39%	88
2017 Q1	$401K	Hold	1,500	–	–	0.39%	88
2016 Q4	$375K	Hold	1,500	–	–	0.38%	91
2016 Q3	$360K	Sell	1,500 -33	-2%	-$8.26K	0.37%	94
2016 Q2	$405K	Hold	1,533	–	–	0.43%	88
2016 Q1	$340K	Hold	1,533	–	–	0.35%	100
2015 Q4	$333K	Sell	1,533 -50	-3%	-$10.8K	0.35%	100
2015 Q3	$328K	Sell	1,583 -100	-6%	-$20.3K	0.36%	101
2015 Q2	$313K	Sell	1,683 -300	-15%	-$57.8K	0.32%	110
2015 Q1	$402K	Hold	1,983	–	–	0.41%	93
2014 Q4	$382K	Buy	+1,983	New	+$368K	0.35%	96

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Godshalk Welsh Capital Management's LMT Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,100 shares worth $665K. The position accounts for 0.39% of the portfolio, ranked #75.

Godshalk Welsh Capital Management first reported a position in LMT in Q4 2014 and has held it in 46 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Godshalk Welsh Capital Management held 1,100 shares of Lockheed Martin worth $665K as of Q1 2026.
Godshalk Welsh Capital Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.39% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #75 holding.
Godshalk Welsh Capital Management first reported a position in Lockheed Martin in Q4 2014 and has held it in 46 quarters since.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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