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Interchange Capital Partners’s Lockheed Martin LMT Stock Holding History

Interchange Capital Partners’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 		$267K Buy
596
+93
+18% +$57.3K 0.08% 214
2025
Q4 		$243K Sell
503
-87
-15% -$41.6K 0.05% 350
2025
Q3 		$294K Buy
590
+108
+22% +$49K 0.06% 265
2025
Q2 		$223K Sell
482
-277
-36% -$130K 0.05% 259
2025
Q1 		$339K Buy
759
+136
+22% +$62.6K 0.1% 185
2024
Q4 		$303K Sell
623
-23
-4% -$12.5K 0.11% 184
2024
Q3 		$378K Sell
646
-45
-7% -$24.2K 0.13% 173
2024
Q2 		$323K Buy
691
+227
+49% +$105K 0.12% 184
2024
Q1 		$214K Buy
+464
New +$203K 0.14% 151
2023
Q2 		– Sell
-667
Closed -$315K – 188
2023
Q1 		$315K Buy
+667
New +$313K 0.17% 137
2022
Q3 		– Sell
-608
Closed -$261K – 163
2022
Q2 		$261K Sell
608
-285
-32% -$125K 0.29% 105
2022
Q1 		$394K Sell
893
-47
-5% -$19.1K 0.4% 91
2021
Q4 		$334K Buy
+940
New +$325K 0.34% 102
2021
Q3 		– Sell
-535
Closed -$202K – 104
2021
Q2 		$202K Sell
535
-591
-52% -$227K 0.31% 100
2021
Q1 		$560K Sell
1,126
-304
-21% -$104K 0.3% 110
2020
Q4 		$507K Buy
+1,430
New +$526K 0.28% 99

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

Interchange Capital Partners's LMT Position: Q1 2026 in Review

Interchange Capital Partners increased its Lockheed Martin (LMT) stake by 18% in Q1 2026, buying an estimated $57.3K and bringing the position to 596 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #214.

Interchange Capital Partners first reported a position in LMT in Q4 2020 and has held it in 16 quarters since. The position peaked at $560K in Q1 2021. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Interchange Capital Partners held 596 shares of Lockheed Martin worth $267K as of Q1 2026.
  • Interchange Capital Partners bought 93 Lockheed Martin shares in Q1 2026, an estimated $57.3K.
  • Lockheed Martin made up 0.08% of Interchange Capital Partners's portfolio in Q1 2026, its #214 holding.
  • Interchange Capital Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 16 quarters since.
  • Interchange Capital Partners's Lockheed Martin position peaked at $560K in Q1 2021.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.