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Longfellow Investment Management’s Lockheed Martin LMT Stock Holding History

Longfellow Investment 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 		$6.04K Sell
10
-2,431
-100% -$1.5M ﹤0.01% 179
2025
Q4 		$1.18M Hold
2,441
– – 0.27% 62
2025
Q3 		$1.22M Buy
2,441
+536
+28% +$243K 0.29% 57
2025
Q2 		$882K Hold
1,905
– – 0.22% 78
2025
Q1 		$851K Buy
1,905
+1,100
+137% +$506K 0.21% 70
2024
Q4 		$391K Sell
805
-52
-6% -$28.3K 0.1% 113
2024
Q3 		$501K Sell
857
-1,186
-58% -$637K 0.13% 95
2024
Q2 		$954K Buy
2,043
+14
+0.7% +$6.47K 0.24% 58
2024
Q1 		$923K Buy
2,029
+16
+0.8% +$7.01K 0.21% 59
2023
Q4 		$912K Hold
2,013
– – 0.23% 57
2023
Q3 		$823K Hold
2,013
– – 0.22% 64
2023
Q2 		$927K Buy
2,013
+81
+4% +$37.6K 0.21% 66
2023
Q1 		$913K Hold
1,932
– – 0.21% 73
2022
Q4 		$940K Sell
1,932
-1,426
-42% -$663K 0.21% 80
2022
Q3 		$1.3M Hold
3,358
– – 0.27% 89
2022
Q2 		$1.45M Hold
3,358
– – 0.31% 74
2022
Q1 		$1.48M Hold
3,358
– – 0.24% 105
2021
Q4 		$1.19M Hold
3,358
– – 0.19% 114
2021
Q3 		$1.16M Hold
3,358
– – 0.19% 115
2021
Q2 		$1.27M Sell
3,358
-1,877
-36% -$722K 0.18% 119
2021
Q1 		$1.94M Buy
5,235
+1,244
+31% +$427K 0.23% 109
2020
Q4 		$1.42M Buy
+3,991
New +$1.47M 0.17% 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

Longfellow Investment Management's LMT Position: Q1 2026 in Review

Longfellow Investment Management reduced its Lockheed Martin (LMT) stake by 100% in Q1 2026, selling an estimated $1.5M and leaving 10 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Longfellow Investment Management first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.94M in Q1 2021. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Longfellow Investment Management held 10 shares of Lockheed Martin worth $6.04K as of Q1 2026.
  • Longfellow Investment Management sold 2,431 Lockheed Martin shares in Q1 2026, an estimated $1.5M.
  • Lockheed Martin made up ﹤0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #179 holding.
  • Longfellow Investment Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Lockheed Martin position peaked at $1.94M in Q1 2021.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.