MQS Management’s Lockheed Martin LMT Stock Holding History

MQS Management’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	$511K	Buy	+846	New	+$521K	0.35%	94
2025 Q3	–	Sell	-1,435	Closed	-$665K	–	551
2025 Q2	$665K	Sell	1,435 -578	-29%	-$271K	0.37%	59
2025 Q1	$899K	Buy	2,013 +1,504	+295%	+$692K	0.52%	21
2024 Q4	$247K	Buy	+509	New	+$277K	7.04%	5
2023 Q4	–	Sell	-1,156	Closed	-$473K	–	588
2023 Q3	$473K	Buy	1,156 +367	+47%	+$163K	0.29%	123
2023 Q2	$363K	Buy	+789	New	+$366K	0.25%	158
2022 Q4	–	Sell	-1,808	Closed	-$698K	–	496
2022 Q3	$698K	Buy	1,808 +780	+76%	+$326K	0.45%	45
2022 Q2	$442K	Buy	+1,028	New	+$451K	0.3%	122

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MQS Management's LMT Position: Q1 2026 in Review

MQS Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 846 shares worth $511K. The stake represents 0.35% of the portfolio and ranks #94 among its holdings. This is a return to the name: MQS Management previously reported a position in LMT as recently as Q2 2025.

MQS Management first reported a position in LMT in Q2 2022 and has held it in 8 quarters since. The position peaked at $899K in Q1 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

MQS Management held 846 shares of Lockheed Martin worth $511K as of Q1 2026.
Lockheed Martin was a new MQS Management position in Q1 2026.
Lockheed Martin made up 0.35% of MQS Management's portfolio in Q1 2026, its #94 holding.
MQS Management first reported a position in Lockheed Martin in Q2 2022 and has held it in 8 quarters since.
MQS Management's Lockheed Martin position peaked at $899K in Q1 2025.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.