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Means Investment Company’s Lockheed Martin LMT Stock Holding History

Means Investment Company’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 		$702K Buy
1,162
+66
+6% +$40.7K 0.06% 109
2025
Q4 		$530K Buy
1,096
+7
+0.6% +$3.35K 0.04% 123
2025
Q3 		$544K Buy
1,089
+7
+0.6% +$3.18K 0.05% 125
2025
Q2 		$501K Sell
1,082
-13
-1% -$6.08K 0.05% 124
2025
Q1 		$489K Sell
1,095
-195
-15% -$89.8K 0.05% 123
2024
Q4 		$627K Buy
1,290
+9
+0.7% +$4.91K 0.07% 115
2024
Q3 		$749K Buy
1,281
+6
+0.5% +$3.22K 0.08% 106
2024
Q2 		$595K Sell
1,275
-581
-31% -$269K 0.07% 115
2024
Q1 		$844K Buy
1,856
+58
+3% +$25.4K 0.11% 96
2023
Q4 		$815K Sell
1,798
-4
-0.2% -$1.77K 0.12% 104
2023
Q3 		$737K Sell
1,802
-35
-2% -$15.5K 0.12% 106
2023
Q2 		$846K Buy
1,837
+2
+0.1% +$928 0.13% 100
2023
Q1 		$867K Sell
1,835
-28
-2% -$13.1K 0.15% 96
2022
Q4 		$906K Buy
1,863
+98
+6% +$45.5K 0.18% 96
2022
Q3 		$682K Buy
1,765
+5
+0.3% +$2.09K 0.15% 98
2022
Q2 		$757K Buy
1,760
+8
+0.5% +$3.51K 0.16% 92
2022
Q1 		$773K Buy
1,752
+495
+39% +$201K 0.14% 93
2021
Q4 		$447K Buy
1,257
+10
+0.8% +$3.46K 0.08% 129
2021
Q3 		$430K Sell
1,247
-492
-28% -$178K 0.08% 121
2021
Q2 		$658K Buy
1,739
+88
+5% +$33.8K 0.13% 96
2021
Q1 		$610K Buy
1,651
+131
+9% +$44.9K 0.14% 95
2020
Q4 		$515K Buy
1,520
+661
+77% +$243K 0.12% 103
2020
Q3 		$310K Buy
859
+21
+3% +$8.01K 0.09% 111
2020
Q2 		$329K Sell
838
-35
-4% -$13.2K 0.1% 102
2020
Q1 		$332K Sell
873
-14
-2% -$5.51K 0.13% 92
2019
Q4 		$378K Buy
887
+156
+21% +$59.9K 0.13% 103
2019
Q3 		$274K Buy
731
+1
+0.1% +$376 0.1% 119
2019
Q2 		$270K Buy
730
+1
+0.1% +$335 0.11% 122
2019
Q1 		$219K Buy
+729
New +$214K 0.1% 128

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

Means Investment Company's LMT Position: Q1 2026 in Review

Means Investment Company increased its Lockheed Martin (LMT) stake by 6% in Q1 2026, buying an estimated $40.7K and bringing the position to 1,162 shares worth $702K. The position accounts for 0.06% of the portfolio, ranked #109.

Means Investment Company first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $906K in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Means Investment Company held 1,162 shares of Lockheed Martin worth $702K as of Q1 2026.
  • Means Investment Company bought 66 Lockheed Martin shares in Q1 2026, an estimated $40.7K.
  • Lockheed Martin made up 0.06% of Means Investment Company's portfolio in Q1 2026, its #109 holding.
  • Means Investment Company first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
  • Means Investment Company's Lockheed Martin position peaked at $906K in Q4 2022.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.