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Investment Partners’s Lockheed Martin LMT Stock Holding History

Investment 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 		$887K Buy
1,467
+4
+0.3% +$2.46K 0.32% 73
2025
Q4 		$708K Sell
1,463
-548
-27% -$262K 0.25% 84
2025
Q3 		$1M Sell
2,011
-31
-2% -$14.1K 0.35% 63
2025
Q2 		$946K Sell
2,042
-50
-2% -$23.4K 0.36% 64
2025
Q1 		$934K Sell
2,092
-17
-0.8% -$7.83K 0.39% 61
2024
Q4 		$1.02M Buy
2,109
+133
+7% +$72.5K 0.42% 61
2024
Q3 		$1.15M Buy
1,976
+7
+0.4% +$3.76K 0.48% 57
2024
Q2 		$920K Buy
1,969
+8
+0.4% +$3.7K 0.41% 61
2024
Q1 		$892K Sell
1,961
-13
-0.7% -$5.7K 0.4% 65
2023
Q4 		$895K Sell
1,974
-239
-11% -$106K 0.44% 62
2023
Q3 		$905K Buy
2,213
+9
+0.4% +$3.99K 0.48% 57
2023
Q2 		$1.01M Buy
2,204
+659
+43% +$306K 0.53% 51
2023
Q1 		$730K Buy
1,545
+8
+0.5% +$3.75K 0.38% 73
2022
Q4 		$747K Sell
1,537
-1,861
-55% -$865K 0.4% 71
2022
Q3 		$1.31M Buy
3,398
+1,878
+124% +$784K 0.39% 72
2022
Q2 		$654K Buy
1,520
+8
+0.5% +$3.51K 0.32% 75
2022
Q1 		$667K Sell
1,512
-73
-5% -$29.6K 0.28% 78
2021
Q4 		$563K Sell
1,585
-70
-4% -$24.2K 0.23% 85
2021
Q3 		$571K Sell
1,655
-15
-0.9% -$5.43K 0.26% 82
2021
Q2 		$632K Sell
1,670
-277
-14% -$107K 0.29% 73
2021
Q1 		$719K Sell
1,947
-212
-10% -$72.7K 0.35% 66
2020
Q4 		$766K Sell
2,159
-56
-3% -$20.6K 0.41% 60
2020
Q3 		$849K Sell
2,215
-13
-0.6% -$4.96K 0.51% 49
2020
Q2 		$813K Buy
2,228
+534
+32% +$202K 0.48% 57
2020
Q1 		$574K Buy
1,694
+4
+0.2% +$1.57K 0.41% 63
2019
Q4 		$658K Sell
1,690
-32
-2% -$12.3K 0.44% 62
2019
Q3 		$672K Buy
1,722
+2
+0.1% +$752 0.49% 56
2019
Q2 		$625K Sell
1,720
-38
-2% -$12.7K 0.45% 61
2019
Q1 		$528K Sell
1,758
-197
-10% -$57.8K 0.38% 68
2018
Q4 		$512K Buy
+1,955
New +$593K 0.43% 65
2018
Q3 		– Sell
-1,767
Closed -$522K – 147
2018
Q2 		$522K Sell
1,767
-112
-6% -$36.1K 0.39% 64
2018
Q1 		$635K Sell
1,879
-147
-7% -$50K 0.47% 61
2017
Q4 		$651K Buy
2,026
+163
+9% +$51.4K 0.48% 62
2017
Q3 		$578K Sell
1,863
-163
-8% -$48.6K 0.49% 60
2017
Q2 		$562K Buy
2,026
+3
+0.1% +$824 0.51% 64
2017
Q1 		$541K Sell
2,023
-1,071
-35% -$280K 0.52% 65
2016
Q4 		$773K Sell
3,094
-1,328
-30% -$332K 0.76% 49
2016
Q3 		$1.06M Buy
4,422
+1,313
+42% +$329K 0.6% 55
2016
Q2 		$772K Sell
3,109
-1,133
-27% -$267K 0.77% 50
2016
Q1 		$921K Buy
4,242
+1,110
+35% +$239K 0.6% 58
2015
Q4 		$682K Buy
3,132
+4
+0.1% +$868 0.82% 53
2015
Q3 		$648K Sell
3,128
-347
-10% -$70.6K 0.85% 50
2015
Q2 		$649K Sell
3,475
-396
-10% -$76.3K 0.78% 56
2015
Q1 		$783K Sell
3,871
-96
-2% -$19K 0.86% 44
2014
Q4 		$762K Buy
+3,967
New +$736K 0.88% 46

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

Investment Partners's LMT Position: Q1 2026 in Review

Investment Partners increased its Lockheed Martin (LMT) stake by 0.27% in Q1 2026, buying an estimated $2.46K and bringing the position to 1,467 shares worth $887K. The position accounts for 0.32% of the portfolio, ranked #73.

Investment Partners first reported a position in LMT in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.31M in Q3 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Investment Partners held 1,467 shares of Lockheed Martin worth $887K as of Q1 2026.
  • Investment Partners bought 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
  • Lockheed Martin made up 0.32% of Investment Partners's portfolio in Q1 2026, its #73 holding.
  • Investment Partners first reported a position in Lockheed Martin in Q4 2014 and has held it in 45 quarters since.
  • Investment Partners's Lockheed Martin position peaked at $1.31M in Q3 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.