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IQ EQ Fund Management’s Lockheed Martin LMT Stock Holding History

IQ EQ Fund Management’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 		$10.3M Sell
17,111
-1,409
-8% -$868K 0.79% 35
2025
Q4 		$8.96M Buy
18,520
+1,370
+8% +$656K 0.62% 52
2025
Q3 		$8.56M Buy
17,150
+1,350
+9% +$613K 0.58% 53
2025
Q2 		$7.32M Buy
15,800
+3,300
+26% +$1.54M 0.65% 45
2025
Q1 		$5.58M Buy
12,500
+1,690
+16% +$778K 0.66% 47
2024
Q4 		$5.25M Hold
10,810
– – 0.62% 47
2024
Q3 		$6.32M Hold
10,810
– – 0.66% 40
2024
Q2 		$5.05M Buy
10,810
+900
+9% +$416K 0.58% 55
2024
Q1 		$4.51M Hold
9,910
– – 0.51% 66
2023
Q4 		$4.49M Buy
+9,910
New +$4.39M 0.53% 65
2021
Q1 		– Sell
-3,336
Closed -$1.18M – 251
2020
Q4 		$1.18M Hold
3,336
– – 0.27% 109
2020
Q3 		$1.28M Hold
3,336
– – 0.38% 67
2020
Q2 		$1.22M Hold
3,336
– – 0.41% 66
2020
Q1 		$1.13M Sell
3,336
-447
-12% -$176K 0.46% 62
2019
Q4 		$1.47M Sell
3,783
-353
-9% -$135K 0.47% 65
2019
Q3 		$1.61M Hold
4,136
– – 0.52% 56
2019
Q2 		$1.5M Buy
+4,136
New +$1.38M 0.49% 64
2018
Q4 		$622K Hold
2,376
– – 0.23% 96
2018
Q3 		$857K Buy
2,376
+55
+2% +$17.7K 0.24% 97
2018
Q2 		$686K Buy
+2,321
New +$749K 0.18% 94
2017
Q1 		$440K Sell
1,453
-83
-5% -$21.7K 0.08% 101
2016
Q4 		$441K Buy
+1,536
New +$384K 0.08% 103
2015
Q4 		– Sell
-10,223
Closed -$2.3M – 94
2015
Q3 		$2.3M Buy
10,223
+878
+9% +$179K 0.37% 52
2015
Q2 		$1.89M Buy
+9,345
New +$1.8M 0.27% 61

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

IQ EQ Fund Management's LMT Position: Q1 2026 in Review

IQ EQ Fund Management reduced its Lockheed Martin (LMT) stake by 7.6% in Q1 2026, selling an estimated $868K and leaving 17,111 shares worth $10.3M. The position accounts for 0.79% of the portfolio, ranked #35.

IQ EQ Fund Management first reported a position in LMT in Q2 2015 and has held it in 24 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • IQ EQ Fund Management held 17,111 shares of Lockheed Martin worth $10.3M as of Q1 2026.
  • IQ EQ Fund Management sold 1,409 Lockheed Martin shares in Q1 2026, an estimated $868K.
  • Lockheed Martin made up 0.79% of IQ EQ Fund Management's portfolio in Q1 2026, its #35 holding.
  • IQ EQ Fund Management first reported a position in Lockheed Martin in Q2 2015 and has held it in 24 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.