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Joseph Group Capital Management’s Lockheed Martin LMT Stock Holding History

Joseph Group Capital 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 		$113K Buy
187
+158
+545% +$97.3K 0.03% 78
2025
Q4 		$14K Buy
+29
New +$13.9K ﹤0.01% 150
2022
Q1 		– Sell
-45
Closed -$16K – 82
2021
Q4 		$16K Buy
+45
New +$15.6K 0.02% 64

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

Joseph Group Capital Management's LMT Position: Q1 2026 in Review

Joseph Group Capital Management increased its Lockheed Martin (LMT) stake by 545% in Q1 2026, buying an estimated $97.3K and bringing the position to 187 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #78.

Joseph Group Capital Management first reported a position in LMT in Q4 2021 and has held it in 3 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Joseph Group Capital Management held 187 shares of Lockheed Martin worth $113K as of Q1 2026.
  • Joseph Group Capital Management bought 158 Lockheed Martin shares in Q1 2026, an estimated $97.3K.
  • Lockheed Martin made up 0.03% of Joseph Group Capital Management's portfolio in Q1 2026, its #78 holding.
  • Joseph Group Capital Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 3 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.