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New York Life Investment Management’s Lockheed Martin LMT Stock Holding History

New York Life 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 		$17M Buy
28,138
+208
+0.7% +$128K 0.14% 131
2025
Q4 		$13.5M Buy
27,930
+22
+0.1% +$10.5K 0.12% 147
2025
Q3 		$13.9M Sell
27,908
-538
-2% -$244K 0.12% 154
2025
Q2 		$13.2M Buy
28,446
+343
+1% +$161K 0.12% 155
2025
Q1 		$12.6M Sell
28,103
-288
-1% -$133K 0.13% 150
2024
Q4 		$13.8M Buy
28,391
+76
+0.3% +$41.4K 0.13% 139
2024
Q3 		$16.6M Sell
28,315
-1,136
-4% -$610K 0.16% 125
2024
Q2 		$13.8M Sell
29,451
-53
-0.2% -$24.5K 0.14% 148
2024
Q1 		$13.4M Sell
29,504
-1,925
-6% -$844K 0.13% 148
2023
Q4 		$14.2M Sell
31,429
-5,715
-15% -$2.53M 0.15% 141
2023
Q3 		$15.2M Sell
37,144
-670
-2% -$297K 0.16% 123
2023
Q2 		$17.4M Sell
37,814
-263
-0.7% -$122K 0.18% 116
2023
Q1 		$18M Sell
38,077
-1,992
-5% -$934K 0.2% 114
2022
Q4 		$19.5M Sell
40,069
-514
-1% -$239K 0.22% 109
2022
Q3 		$15.7M Sell
40,583
-382
-0.9% -$160K 0.19% 116
2022
Q2 		$17.6M Buy
+40,965
New +$18M 0.2% 100
2015
Q1 		– Sell
-1,267
Closed -$244K – 264
2014
Q4 		$244K Buy
+1,267
New +$235K 0.03% 171

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

New York Life Investment Management's LMT Position: Q1 2026 in Review

New York Life Investment Management increased its Lockheed Martin (LMT) stake by 0.74% in Q1 2026, buying an estimated $128K and bringing the position to 28,138 shares worth $17M. The position accounts for 0.14% of the portfolio, ranked #131.

New York Life Investment Management first reported a position in LMT in Q4 2014 and has held it in 17 quarters since. The position peaked at $19.5M in Q4 2022. 2,919 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • New York Life Investment Management held 28,138 shares of Lockheed Martin worth $17M as of Q1 2026.
  • New York Life Investment Management bought 208 Lockheed Martin shares in Q1 2026, an estimated $128K.
  • Lockheed Martin made up 0.14% of New York Life Investment Management's portfolio in Q1 2026, its #131 holding.
  • New York Life Investment Management first reported a position in Lockheed Martin in Q4 2014 and has held it in 17 quarters since.
  • New York Life Investment Management's Lockheed Martin position peaked at $19.5M in Q4 2022.
  • 2,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.