NIM
LMT icon

Needham Investment Management’s Lockheed Martin LMT Stock Holding History

Needham Investment 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 		$907K Buy
1,500
+500
+50% +$308K 0.05% 140
2025
Q4 		$484K Hold
1,000
– – 0.03% 152
2025
Q3 		$499K Buy
+1,000
New +$454K 0.03% 146

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

Needham Investment Management's LMT Position: Q1 2026 in Review

Needham Investment Management increased its Lockheed Martin (LMT) stake by 50% in Q1 2026, buying an estimated $308K and bringing the position to 1,500 shares worth $907K. The position accounts for 0.05% of the portfolio, ranked #140.

Needham Investment Management first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Needham Investment Management held 1,500 shares of Lockheed Martin worth $907K as of Q1 2026.
  • Needham Investment Management bought 500 Lockheed Martin shares in Q1 2026, an estimated $308K.
  • Lockheed Martin made up 0.05% of Needham Investment Management's portfolio in Q1 2026, its #140 holding.
  • Needham Investment Management first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.