Harbor Group’s Lockheed Martin LMT Stock Holding History

Harbor Group’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	$510K	Buy	844 +3	+0.4%	+$1.85K	0.07%	72
2025 Q4	$407K	Buy	841 +4	+0.5%	+$1.91K	0.06%	76
2025 Q3	$418K	Sell	837 -103	-11%	-$46.7K	0.07%	74
2025 Q2	$435K	Buy	940 +188	+25%	+$88K	0.08%	68
2025 Q1	$336K	Buy	752 +3	+0.4%	+$1.38K	0.07%	71
2024 Q4	$364K	Buy	749 +2	+0.3%	+$1.09K	0.08%	63
2024 Q3	$437K	Sell	747 -1,990	-73%	-$1.07M	0.1%	58
2024 Q2	$1.28M	Buy	2,737 +1,865	+214%	+$862K	0.33%	32
2024 Q1	$397K	Buy	872 +4	+0.5%	+$1.75K	0.1%	53
2023 Q4	$393K	Buy	868 +1	+0.1%	+$443	0.11%	51
2023 Q3	$355K	Buy	+867	New	+$385K	0.2%	42

Other funds holding LMT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return