LPL Financial’s Lockheed Martin LMT Stock Holding History

LPL Financial’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	$907K	Sell	1,500 -300	-17%	-$185K	﹤0.01%	4268
2025 Q4	$871K	Hold	1,800	–	–	﹤0.01%	4209
2025 Q3	$899K	Buy	1,800 +500	+38%	+$227K	﹤0.01%	4097
2025 Q2	$602K	Buy	+1,300	New	+$609K	﹤0.01%	4222
2025 Q1	–	Sell	-3,200	Closed	-$1.56M	–	5451
2024 Q4	$1.56M	Buy	3,200 +400	+14%	+$218K	﹤0.01%	3106
2024 Q3	$1.64M	Sell	2,800 -400	-13%	-$215K	﹤0.01%	2923
2024 Q2	$1.49M	Buy	3,200 +3,169	+10,223%	+$1.46M	﹤0.01%	2873
2024 Q1	$1.41M	Sell	31 -3,069	-99%	-$1.35M	﹤0.01%	2872
2023 Q4	$1.41M	Hold	3,100	–	–	﹤0.01%	2741
2023 Q3	$1.27M	Sell	3,100 -300	-9%	-$133K	﹤0.01%	2696
2023 Q2	$1.57M	Hold	3,400	–	–	﹤0.01%	2462
2023 Q1	$1.61M	Hold	3,400	–	–	﹤0.01%	2328
2022 Q4	$1.65M	Hold	3,400	–	–	﹤0.01%	2224
2022 Q3	$1.31M	Buy	+3,400	New	+$1.42M	﹤0.01%	2326

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

LPL Financial's LMT Position: Q1 2026 in Review

LPL Financial increased its Lockheed Martin (LMT) stake by 1.4% in Q1 2026, buying an estimated $6.22M and bringing the position to 739,164 shares worth $447M. The position accounts for 0.12% of the portfolio, ranked #180.

LPL Financial first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

LPL Financial held 739,164 shares of Lockheed Martin worth $447M as of Q1 2026.
LPL Financial bought 10,105 Lockheed Martin shares in Q1 2026, an estimated $6.22M.
Lockheed Martin made up 0.12% of LPL Financial's portfolio in Q1 2026, its #180 holding.
LPL Financial first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.