GIM
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Gold Investment Management’s Lockheed Martin LMT Stock Holding History

Gold 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 		$5.99M Buy
9,915
+138
+1% +$85K 1.86% 13
2025
Q4 		$4.73M Buy
9,777
+164
+2% +$78.5K 1.51% 19
2025
Q3 		$4.8M Buy
9,613
+186
+2% +$84.4K 1.61% 16
2025
Q2 		$4.38M Buy
9,427
+507
+6% +$237K 1.65% 16
2025
Q1 		$3.98M Buy
8,920
+309
+4% +$142K 1.68% 15
2024
Q4 		$4.18M Buy
8,611
+104
+1% +$56.7K 1.76% 16
2024
Q3 		$4.97M Sell
8,507
-1,398
-14% -$751K 2.08% 11
2024
Q2 		$4.63M Sell
9,905
-527
-5% -$244K 1.96% 12
2024
Q1 		$4.75M Sell
10,432
-661
-6% -$290K 1.92% 13
2023
Q4 		$5.03M Buy
+11,093
New +$4.91M 2.15% 9

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

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

Gold Investment Management increased its Lockheed Martin (LMT) stake by 1.4% in Q1 2026, buying an estimated $85K and bringing the position to 9,915 shares worth $5.99M. The position accounts for 1.86% of the portfolio, ranked #13.

Gold Investment Management first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Gold Investment Management held 9,915 shares of Lockheed Martin worth $5.99M as of Q1 2026.
  • Gold Investment Management bought 138 Lockheed Martin shares in Q1 2026, an estimated $85K.
  • Lockheed Martin made up 1.86% of Gold Investment Management's portfolio in Q1 2026, its #13 holding.
  • Gold Investment Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.