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Mather Group’s Lockheed Martin LMT Stock Holding History

Mather Group’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 		$929K Sell
1,537
-3,844
-71% -$2.37M 0.01% 348
2025
Q4 		$2.6M Buy
5,381
+408
+8% +$195K 0.03% 170
2025
Q3 		$2.48M Buy
4,973
+468
+10% +$212K 0.03% 180
2025
Q2 		$2.09M Sell
4,505
-44
-1% -$20.6K 0.02% 186
2025
Q1 		$2.03M Buy
4,549
+3,253
+251% +$1.5M 0.02% 180
2024
Q4 		$630K Buy
1,296
+153
+13% +$83.4K 0.01% 307
2024
Q3 		$668K Sell
1,143
-631
-36% -$339K 0.01% 305
2024
Q2 		$807K Buy
1,774
+704
+66% +$325K 0.01% 305
2024
Q1 		$485K Sell
1,070
-213
-17% -$93.4K 0.01% 344
2023
Q4 		$581K Buy
1,283
+285
+29% +$126K 0.01% 315
2023
Q3 		$408K Sell
998
-226
-18% -$100K 0.01% 369
2023
Q2 		$563K Sell
1,224
-364
-23% -$169K 0.01% 327
2023
Q1 		$751K Buy
1,588
+529
+50% +$248K 0.01% 256
2022
Q4 		$515K Buy
1,059
+241
+29% +$112K 0.01% 312
2022
Q3 		$316K Buy
818
+39
+5% +$16.3K 0.01% 362
2022
Q2 		$335K Buy
779
+171
+28% +$75.1K 0.01% 290
2022
Q1 		$268K Sell
608
-2,525
-81% -$1.02M 0.01% 363
2021
Q4 		$1.11M Buy
3,133
+427
+16% +$148K 0.02% 140
2021
Q3 		$934K Buy
2,706
+14
+0.5% +$5.07K 0.02% 122
2021
Q2 		$1.02M Buy
2,692
+549
+26% +$211K 0.03% 108
2021
Q1 		$792K Buy
2,143
+1,170
+120% +$401K 0.02% 117
2020
Q4 		$345K Sell
973
-227
-19% -$83.4K 0.01% 172
2020
Q3 		$460K Buy
1,200
+621
+107% +$237K 0.02% 143
2020
Q2 		$211K Buy
+579
New +$219K 0.01% 198

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

Mather Group's LMT Position: Q1 2026 in Review

Mather Group reduced its Lockheed Martin (LMT) stake by 71% in Q1 2026, selling an estimated $2.37M and leaving 1,537 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #348.

Mather Group first reported a position in LMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.6M in Q4 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Mather Group held 1,537 shares of Lockheed Martin worth $929K as of Q1 2026.
  • Mather Group sold 3,844 Lockheed Martin shares in Q1 2026, an estimated $2.37M.
  • Lockheed Martin made up 0.01% of Mather Group's portfolio in Q1 2026, its #348 holding.
  • Mather Group first reported a position in Lockheed Martin in Q2 2020 and has held it in 24 quarters since.
  • Mather Group's Lockheed Martin position peaked at $2.6M in Q4 2025.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.