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Lafayette Investments’s Lockheed Martin LMT Stock Holding History

Lafayette Investments’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 		$8.18M Sell
13,528
-60
-0.4% -$37K 1.66% 16
2025
Q4 		$6.57M Sell
13,588
-74
-0.5% -$35.4K 1.24% 20
2025
Q3 		$6.82M Sell
13,662
-277
-2% -$126K 1.31% 19
2025
Q2 		$6.46M Sell
13,939
-258
-2% -$121K 1.3% 20
2025
Q1 		$6.34M Sell
14,197
-1,113
-7% -$512K 1.34% 21
2024
Q4 		$7.44M Sell
15,310
-2,460
-14% -$1.34M 1.59% 15
2024
Q3 		$10.4M Sell
17,770
-26
-0.1% -$14K 2.19% 12
2024
Q2 		$8.31M Buy
17,796
+18
+0.1% +$8.32K 1.89% 15
2024
Q1 		$8.09M Buy
17,778
+179
+1% +$78.5K 1.82% 16
2023
Q4 		$7.98M Buy
17,599
+538
+3% +$238K 1.98% 15
2023
Q3 		$6.98M Buy
17,061
+164
+1% +$72.8K 1.9% 15
2023
Q2 		$7.78M Sell
16,897
-21
-0.1% -$9.75K 2.04% 17
2023
Q1 		$8M Sell
16,918
-575
-3% -$270K 2.21% 12
2022
Q4 		$8.51M Sell
17,493
-5
-0% -$2.32K 2.39% 8
2022
Q3 		$6.76M Buy
17,498
+599
+4% +$250K 2.09% 16
2022
Q2 		$7.27M Buy
16,899
+448
+3% +$197K 2.1% 13
2022
Q1 		$7.26M Buy
16,451
+104
+0.6% +$42.2K 1.8% 15
2021
Q4 		$5.81M Buy
16,347
+2,844
+21% +$984K 1.45% 25
2021
Q3 		$4.66M Buy
13,503
+1,432
+12% +$518K 1.26% 30
2021
Q2 		$4.57M Buy
12,071
+1,298
+12% +$499K 1.24% 29
2021
Q1 		$3.98M Buy
10,773
+1,153
+12% +$396K 1.27% 31
2020
Q4 		$3.42M Buy
9,620
+383
+4% +$141K 1.16% 34
2020
Q3 		$3.54M Buy
9,237
+193
+2% +$73.7K 1.35% 29
2020
Q2 		$3.3M Buy
9,044
+223
+3% +$84.2K 1.38% 29
2020
Q1 		$2.99M Buy
8,821
+3,111
+54% +$1.22M 1.44% 26
2019
Q4 		$2.22M Buy
5,710
+998
+21% +$383K 0.77% 39
2019
Q3 		$1.84M Buy
4,712
+55
+1% +$20.7K 0.66% 40
2019
Q2 		$1.69M Buy
4,657
+2,402
+107% +$804K 0.6% 41
2019
Q1 		$677K Buy
+2,255
New +$661K 0.25% 52

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

Lafayette Investments's LMT Position: Q1 2026 in Review

Lafayette Investments reduced its Lockheed Martin (LMT) stake by 0.44% in Q1 2026, selling an estimated $37K and leaving 13,528 shares worth $8.18M. The position accounts for 1.66% of the portfolio, ranked #16.

Lafayette Investments first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.4M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Lafayette Investments held 13,528 shares of Lockheed Martin worth $8.18M as of Q1 2026.
  • Lafayette Investments sold 60 Lockheed Martin shares in Q1 2026, an estimated $37K.
  • Lockheed Martin made up 1.66% of Lafayette Investments's portfolio in Q1 2026, its #16 holding.
  • Lafayette Investments first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
  • Lafayette Investments's Lockheed Martin position peaked at $10.4M in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.