Marshall Investment Management’s Lockheed Martin LMT Stock Holding History

Marshall 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	$509K	Buy	842 +6	+0.7%	+$3.7K	0.24%	58
2025 Q4	$404K	Hold	836	–	–	0.2%	63
2025 Q3	$417K	Buy	+836	New	+$379K	0.22%	58
2025 Q2	–	Sell	-1,006	Closed	-$450K	–	132
2025 Q1	$450K	Sell	1,006 -127	-11%	-$58.5K	0.28%	52
2024 Q4	$663K	Buy	+1,133	New	+$618K	0.39%	49

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

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

Marshall Investment Management increased its Lockheed Martin (LMT) stake by 0.72% in Q1 2026, buying an estimated $3.7K and bringing the position to 842 shares worth $509K. The position accounts for 0.24% of the portfolio, ranked #58.

Marshall Investment Management first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $663K in Q4 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Marshall Investment Management held 842 shares of Lockheed Martin worth $509K as of Q1 2026.
Marshall Investment Management bought 6 Lockheed Martin shares in Q1 2026, an estimated $3.7K.
Lockheed Martin made up 0.24% of Marshall Investment Management's portfolio in Q1 2026, its #58 holding.
Marshall Investment Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
Marshall Investment Management's Lockheed Martin position peaked at $663K in Q4 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.