Johnson Financial Group LLC (Colorado)’s Lockheed Martin LMT Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$465K	Buy	770 +330	+75%	+$203K	0.03%	97
2025 Q4	$213K	Buy	+440	New	+$211K	0.01%	116
2022 Q1	–	Sell	-850	Closed	-$302K	–	65
2021 Q4	$302K	Sell	850 -44	-5%	-$15.2K	0.05%	57
2021 Q3	$308K	Sell	894 -375	-30%	-$136K	0.06%	55
2021 Q2	$480K	Buy	1,269 +344	+37%	+$132K	0.09%	51
2021 Q1	$342K	Buy	+925	New	+$317K	0.08%	46
2018 Q1	$379K	Sell	1,123 -69	-6%	-$23.5K	0.31%	22
2017 Q4	$383K	Sell	1,192 -153	-11%	-$48.2K	0.29%	35
2017 Q3	$417K	Buy	1,345 +193	+17%	+$57.6K	0.35%	24
2017 Q2	$319K	Hold	1,152	–	–	0.27%	34
2017 Q1	$308K	Sell	1,152 -855	-43%	-$224K	0.35%	29
2016 Q4	$502K	Buy	+2,007	New	+$502K	0.4%	34

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

Johnson Financial Group LLC (Colorado)'s LMT Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Lockheed Martin (LMT) stake by 75% in Q1 2026, buying an estimated $203K and bringing the position to 770 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #97.

Johnson Financial Group LLC (Colorado) first reported a position in LMT in Q4 2016 and has held it in 12 quarters since. The position peaked at $502K in Q4 2016. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 770 shares of Lockheed Martin worth $465K as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 330 Lockheed Martin shares in Q1 2026, an estimated $203K.
Lockheed Martin made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #97 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Lockheed Martin in Q4 2016 and has held it in 12 quarters since.
Johnson Financial Group LLC (Colorado)'s Lockheed Martin position peaked at $502K in Q4 2016.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.