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
2025
Q4 		– Sell
-37,800
Closed -$18.9M – 3239
2025
Q3 		$18.9M Buy
+37,800
New +$17.2M 0.02% 674
2023
Q3 		– Sell
-15,000
Closed -$6.91M – 2476
2023
Q2 		$6.91M Buy
15,000
+14,000
+1,400% +$6.5M 0.01% 889
2023
Q1 		$473K Buy
+1,000
New +$469K ﹤0.01% 2130
2022
Q4 		– Sell
-307,500
Closed -$119M – 3194
2022
Q3 		$119M Buy
+307,500
New +$128M 0.26% 69
2021
Q4 		– Sell
-100
Closed -$35K – 4105
2021
Q3 		$35K Buy
+100
New +$36.2K ﹤0.01% 2945

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.