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Matrix Private Capital Group’s Lockheed Martin LMT Stock Holding History

Matrix Private Capital 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 		$290K Sell
480
-8
-2% -$4.93K 0.14% 75
2025
Q4 		$236K Buy
488
+33
+7% +$15.8K 0.12% 84
2025
Q3 		$227K Sell
455
-74
-14% -$33.6K 0.12% 85
2025
Q2 		$245K Sell
529
-12
-2% -$5.62K 0.14% 80
2025
Q1 		$242K Sell
541
-23
-4% -$10.6K 0.14% 89
2024
Q4 		$274K Hold
564
– – 0.16% 88
2024
Q3 		$330K Sell
564
-50
-8% -$26.8K 0.19% 79
2024
Q2 		$287K Buy
614
+6
+1% +$2.77K 0.18% 83
2024
Q1 		$277K Sell
608
-40
-6% -$17.5K 0.19% 85
2023
Q4 		$294K Sell
648
-2
-0.3% -$886 0.22% 74
2023
Q3 		$266K Hold
650
– – 0.2% 85
2023
Q2 		$299K Sell
650
-12
-2% -$5.57K 0.22% 75
2023
Q1 		$313K Sell
662
-15
-2% -$7.03K 0.22% 81
2022
Q4 		$329K Sell
677
-35
-5% -$16.3K 0.21% 91
2022
Q3 		$275K Sell
712
-1
-0.1% -$418 0.19% 94
2022
Q2 		$307K Buy
713
+1
+0.1% +$439 0.18% 108
2022
Q1 		$314K Sell
712
-16
-2% -$6.49K 0.15% 123
2021
Q4 		$259K Buy
+728
New +$252K 0.12% 153

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

Matrix Private Capital Group's LMT Position: Q1 2026 in Review

Matrix Private Capital Group reduced its Lockheed Martin (LMT) stake by 1.6% in Q1 2026, selling an estimated $4.93K and leaving 480 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #75.

Matrix Private Capital Group first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $330K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Matrix Private Capital Group held 480 shares of Lockheed Martin worth $290K as of Q1 2026.
  • Matrix Private Capital Group sold 8 Lockheed Martin shares in Q1 2026, an estimated $4.93K.
  • Lockheed Martin made up 0.14% of Matrix Private Capital Group's portfolio in Q1 2026, its #75 holding.
  • Matrix Private Capital Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Matrix Private Capital Group's Lockheed Martin position peaked at $330K in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.