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JB Capital’s Lockheed Martin LMT Stock Holding History

JB Capital’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 		$466K Buy
770
+32
+4% +$19.7K 0.02% 183
2025
Q4 		$357K Buy
738
+5
+0.7% +$2.39K 0.01% 199
2025
Q3 		$366K Sell
733
-99
-12% -$44.9K 0.02% 196
2025
Q2 		$386K Buy
832
+153
+23% +$71.6K 0.02% 183
2025
Q1 		$303K Buy
679
+3
+0.4% +$1.38K 0.02% 182
2024
Q4 		$328K Buy
676
+3
+0.4% +$1.64K 0.02% 177
2024
Q3 		$393K Sell
673
-246
-27% -$132K 0.02% 168
2024
Q2 		$429K Buy
919
+190
+26% +$87.8K 0.03% 156
2024
Q1 		$332K Buy
729
+244
+50% +$107K 0.02% 168
2023
Q4 		$220K Sell
485
-54
-10% -$23.9K 0.02% 205
2023
Q3 		$221K Buy
539
+8
+2% +$3.55K 0.02% 169
2023
Q2 		$245K Buy
531
+103
+24% +$47.8K 0.02% 153
2023
Q1 		$202K Buy
428
+2
+0.5% +$938 0.02% 162
2022
Q4 		$207K Buy
+426
New +$198K 0.02% 163
2022
Q1 		– Sell
-2,203
Closed -$783K – 252
2021
Q4 		$783K Buy
2,203
+84
+4% +$29.1K 0.08% 128
2021
Q3 		$731K Buy
+2,119
New +$767K 0.09% 134

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

JB Capital's LMT Position: Q1 2026 in Review

JB Capital increased its Lockheed Martin (LMT) stake by 4.3% in Q1 2026, buying an estimated $19.7K and bringing the position to 770 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #183.

JB Capital first reported a position in LMT in Q3 2021 and has held it in 16 quarters since. The position peaked at $783K in Q4 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • JB Capital held 770 shares of Lockheed Martin worth $466K as of Q1 2026.
  • JB Capital bought 32 Lockheed Martin shares in Q1 2026, an estimated $19.7K.
  • Lockheed Martin made up 0.02% of JB Capital's portfolio in Q1 2026, its #183 holding.
  • JB Capital first reported a position in Lockheed Martin in Q3 2021 and has held it in 16 quarters since.
  • JB Capital's Lockheed Martin position peaked at $783K in Q4 2021.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.