MCM
LMT icon

MAI Capital Management’s Lockheed Martin LMT Stock Holding History

MAI 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 		– Hold
0
– – – 1167
2025
Q4 		– Hold
0
– – – 1663
2025
Q3 		– Hold
0
– – – 1574
2025
Q2 		– Hold
0
– – – 1527
2025
Q1 		– Hold
0
– – – 1449
2024
Q4 		– Hold
0
– – – 1154

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

MAI Capital Management's LMT Position: Q1 2026 in Review

MAI Capital Management increased its Lockheed Martin (LMT) stake by 2.5% in Q1 2026, buying an estimated $533K and bringing the position to 35,969 shares worth $21.7M. The position accounts for 0.12% of the portfolio, ranked #152.

MAI Capital Management first reported a position in LMT in Q3 2013 and has held it in 50 quarters since. The position peaked at $33.5M in Q3 2021. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • MAI Capital Management held 35,969 shares of Lockheed Martin worth $21.7M as of Q1 2026.
  • MAI Capital Management bought 866 Lockheed Martin shares in Q1 2026, an estimated $533K.
  • Lockheed Martin made up 0.12% of MAI Capital Management's portfolio in Q1 2026, its #152 holding.
  • MAI Capital Management first reported a position in Lockheed Martin in Q3 2013 and has held it in 50 quarters since.
  • MAI Capital Management's Lockheed Martin position peaked at $33.5M in Q3 2021.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.