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Greenwood Capital Associates’s Lockheed Martin LMT Stock Holding History

Greenwood Capital Associates’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 		$1.85M Sell
3,063
-112
-4% -$69K 0.2% 107
2025
Q4 		$1.54M Buy
3,175
+406
+15% +$194K 0.17% 119
2025
Q3 		$1.38M Buy
2,769
+39
+1% +$17.7K 0.16% 123
2025
Q2 		$1.26M Sell
2,730
-19
-0.7% -$8.89K 0.16% 120
2025
Q1 		$1.23M Buy
2,749
+333
+14% +$153K 0.17% 118
2024
Q4 		$1.17M Sell
2,416
-1,536
-39% -$837K 0.15% 119
2024
Q3 		$2.31M Sell
3,952
-30
-0.8% -$16.1K 0.3% 80
2024
Q2 		$1.86M Sell
3,982
-13
-0.3% -$6.01K 0.24% 92
2024
Q1 		$1.82M Buy
3,995
+67
+2% +$29.4K 0.24% 94
2023
Q4 		$1.78M Sell
3,928
-36
-0.9% -$15.9K 0.23% 89
2023
Q3 		$1.62M Buy
3,964
+8
+0.2% +$3.55K 0.24% 89
2023
Q2 		$1.82M Buy
3,956
+668
+20% +$310K 0.26% 86
2023
Q1 		$1.55M Buy
3,288
+1,277
+64% +$599K 0.22% 94
2022
Q4 		$979K Buy
2,011
+38
+2% +$17.7K 0.16% 110
2022
Q3 		$762K Buy
+1,973
New +$824K 0.13% 138

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

Greenwood Capital Associates's LMT Position: Q1 2026 in Review

Greenwood Capital Associates reduced its Lockheed Martin (LMT) stake by 3.5% in Q1 2026, selling an estimated $69K and leaving 3,063 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #107.

Greenwood Capital Associates first reported a position in LMT in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Greenwood Capital Associates held 3,063 shares of Lockheed Martin worth $1.85M as of Q1 2026.
  • Greenwood Capital Associates sold 112 Lockheed Martin shares in Q1 2026, an estimated $69K.
  • Lockheed Martin made up 0.2% of Greenwood Capital Associates's portfolio in Q1 2026, its #107 holding.
  • Greenwood Capital Associates first reported a position in Lockheed Martin in Q3 2022 and has held it in 15 quarters since.
  • Greenwood Capital Associates's Lockheed Martin position peaked at $2.31M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.