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Harvest Portfolios Group’s Lockheed Martin LMT Stock Holding History

Harvest Portfolios 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 		$3.03M Sell
5,018
-344
-6% -$212K 0.05% 149
2025
Q4 		$2.59M Buy
5,362
+938
+21% +$449K 0.05% 134
2025
Q3 		$2.21M Buy
4,424
+172
+4% +$78K 0.04% 149
2025
Q2 		$1.97M Buy
4,252
+317
+8% +$148K 0.05% 148
2025
Q1 		$1.76M Buy
3,935
+584
+17% +$269K 0.05% 142
2024
Q4 		$1.63M Buy
3,351
+1,492
+80% +$813K 0.05% 132
2024
Q3 		$1.09M Sell
1,859
-5
-0.3% -$2.68K 0.04% 164
2024
Q2 		$871K Buy
+1,864
New +$861K 0.03% 158

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

Harvest Portfolios Group's LMT Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Lockheed Martin (LMT) stake by 6.4% in Q1 2026, selling an estimated $212K and leaving 5,018 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #149.

Harvest Portfolios Group first reported a position in LMT in Q2 2024 and has held it in 8 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Harvest Portfolios Group held 5,018 shares of Lockheed Martin worth $3.03M as of Q1 2026.
  • Harvest Portfolios Group sold 344 Lockheed Martin shares in Q1 2026, an estimated $212K.
  • Lockheed Martin made up 0.05% of Harvest Portfolios Group's portfolio in Q1 2026, its #149 holding.
  • Harvest Portfolios Group first reported a position in Lockheed Martin in Q2 2024 and has held it in 8 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.