Marshall Wace
LMT icon

Marshall Wace’s Lockheed Martin LMT Stock Holding History

Marshall Wace’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 		$56.9M Buy
94,087
+52,409
+126% +$32.3M 0.06% 323
2025
Q4 		$20.2M Sell
41,678
-58,422
-58% -$28M 0.02% 626
2025
Q3 		$50M Sell
100,100
-814,191
-89% -$369M 0.05% 317
2025
Q2 		$423M Sell
914,291
-24,836
-3% -$11.6M 0.48% 27
2025
Q1 		$420M Buy
939,127
+461,022
+96% +$212M 0.53% 26
2024
Q4 		$232M Buy
478,105
+130,726
+38% +$71.3M 0.28% 52
2024
Q3 		$203M Buy
347,379
+163,906
+89% +$88M 0.25% 65
2024
Q2 		$85.7M Buy
183,473
+82,761
+82% +$38.2M 0.11% 165
2024
Q1 		$45.8M Sell
100,712
-117,531
-54% -$51.5M 0.07% 278
2023
Q4 		$98.9M Sell
218,243
-74,812
-26% -$33.1M 0.17% 118
2023
Q3 		$120M Sell
293,055
-94,117
-24% -$41.8M 0.24% 80
2023
Q2 		$178M Buy
387,172
+255,030
+193% +$118M 0.35% 50
2023
Q1 		$62.5M Buy
132,142
+74,204
+128% +$34.8M 0.13% 166
2022
Q4 		$28.2M Sell
57,938
-51,325
-47% -$23.8M 0.06% 348
2022
Q3 		$42.2M Sell
109,263
-300,966
-73% -$126M 0.09% 237
2022
Q2 		$176M Buy
410,229
+69,691
+20% +$30.6M 0.36% 47
2022
Q1 		$150M Buy
340,538
+327,561
+2,524% +$133M 0.28% 62
2021
Q4 		$4.61M Buy
12,977
+11,432
+740% +$3.95M 0.01% 1418
2021
Q3 		$533K Sell
1,545
-3,575
-70% -$1.29M ﹤0.01% 2352
2021
Q2 		$1.94M Sell
5,120
-23,921
-82% -$9.2M 0.01% 1454
2021
Q1 		$10.7M Buy
29,041
+4,652
+19% +$1.6M 0.05% 418
2020
Q4 		$8.66M Sell
24,389
-37,508
-61% -$13.8M 0.05% 389
2020
Q3 		$23.7M Buy
61,897
+11,771
+23% +$4.49M 0.15% 139
2020
Q2 		$18.3M Buy
50,126
+40,740
+434% +$15.4M 0.13% 168
2020
Q1 		$3.18M Buy
9,386
+9,367
+49,300% +$3.68M 0.03% 492
2019
Q4 		$7K Buy
+19
New +$7.29K ﹤0.01% 1609
2019
Q3 		– Sell
-28,361
Closed -$10.3M – 1810
2019
Q2 		$10.3M Buy
28,361
+17,213
+154% +$5.76M 0.08% 271
2019
Q1 		$3.35M Buy
11,148
+4,176
+60% +$1.22M 0.03% 588
2018
Q4 		$1.83M Sell
6,972
-72,029
-91% -$21.9M 0.02% 749
2018
Q3 		$27.3M Buy
79,001
+49,018
+163% +$15.8M 0.23% 114
2018
Q2 		$8.86M Buy
+29,983
New +$9.67M 0.13% 196
2017
Q1 		– Sell
-77,893
Closed -$19.5M – 553
2016
Q4 		$19.5M Buy
+77,893
New +$19.5M 0.13% 193
2016
Q3 		– Sell
-29,964
Closed -$7.44M – 1049
2016
Q2 		$7.44M Buy
29,964
+25,694
+602% +$6.06M 0.06% 307
2016
Q1 		$946K Buy
+4,270
New +$919K 0.01% 730
2015
Q4 		– Sell
-3,286
Closed -$681K – 1052
2015
Q3 		$681K Sell
3,286
-20,243
-86% -$4.12M 0.01% 687
2015
Q2 		$4.37M Buy
+23,529
New +$4.53M 0.06% 320

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

Marshall Wace's LMT Position: Q1 2026 in Review

Marshall Wace increased its Lockheed Martin (LMT) stake by 126% in Q1 2026, buying an estimated $32.3M and bringing the position to 94,087 shares worth $56.9M. The position accounts for 0.06% of the portfolio, ranked #323.

Marshall Wace first reported a position in LMT in Q2 2015 and has held it in 36 quarters since. The position peaked at $423M in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Marshall Wace held 94,087 shares of Lockheed Martin worth $56.9M as of Q1 2026.
  • Marshall Wace bought 52,409 Lockheed Martin shares in Q1 2026, an estimated $32.3M.
  • Lockheed Martin made up 0.06% of Marshall Wace's portfolio in Q1 2026, its #323 holding.
  • Marshall Wace first reported a position in Lockheed Martin in Q2 2015 and has held it in 36 quarters since.
  • Marshall Wace's Lockheed Martin position peaked at $423M in Q2 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.