InceptionR’s Lockheed Martin LMT Stock Holding History

InceptionR’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	$1.09M	Buy	+1,800	New	+$1.11M	0.26%	112
2025 Q4	–	Sell	-1,661	Closed	-$829K	–	756
2025 Q3	$829K	Sell	1,661 -838	-34%	-$380K	0.2%	177
2025 Q2	$1.16M	Sell	2,499 -1,574	-39%	-$737K	0.27%	118
2025 Q1	$1.82M	Buy	4,073 +3,102	+319%	+$1.43M	0.54%	10
2024 Q4	$472K	Sell	971 -1,635	-63%	-$891K	0.11%	345
2024 Q3	$1.52M	Buy	2,606 +1,618	+164%	+$869K	0.37%	43
2024 Q2	$461K	Buy	+988	New	+$457K	0.13%	300
2024 Q1	–	Sell	-1,239	Closed	-$562K	–	658
2023 Q4	$562K	Sell	1,239 -1,378	-53%	-$611K	0.4%	78
2023 Q3	$1.07M	Buy	2,617 +188	+8%	+$83.4K	0.61%	5
2023 Q2	$1.12M	Buy	2,429 +54	+2%	+$25.1K	0.6%	7
2023 Q1	$1.12M	Buy	2,375 +407	+21%	+$191K	0.36%	84
2022 Q4	$957K	Buy	+1,968	New	+$914K	0.5%	37

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

InceptionR's LMT Position: Q1 2026 in Review

InceptionR opened a new position in Lockheed Martin (LMT) in Q1 2026: 1,800 shares worth $1.09M. The stake represents 0.26% of the portfolio and ranks #112 among its holdings. This is a return to the name: InceptionR previously reported a position in LMT as recently as Q3 2025.

InceptionR first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.82M in Q1 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

InceptionR held 1,800 shares of Lockheed Martin worth $1.09M as of Q1 2026.
Lockheed Martin was a new InceptionR position in Q1 2026.
Lockheed Martin made up 0.26% of InceptionR's portfolio in Q1 2026, its #112 holding.
InceptionR first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
InceptionR's Lockheed Martin position peaked at $1.82M in Q1 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.