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Nvest Financial’s Lockheed Martin LMT Stock Holding History

Nvest Financial’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 		$1.49M Sell
2,458
-43
-2% -$26.5K 0.55% 50
2025
Q4 		$1.21M Buy
2,501
+486
+24% +$233K 0.5% 47
2025
Q3 		$1.01M Sell
2,015
-1,208
-37% -$548K 0.58% 44
2025
Q2 		$1.49M Sell
3,223
-398
-11% -$186K 0.78% 38
2025
Q1 		$1.62M Buy
3,621
+23
+0.6% +$10.6K 0.87% 35
2024
Q4 		$1.75M Buy
3,598
+1,085
+43% +$591K 0.89% 35
2024
Q3 		$1.47M Buy
2,513
+105
+4% +$56.4K 0.84% 36
2024
Q2 		$1.12M Buy
2,408
+380
+19% +$176K 0.69% 42
2024
Q1 		$922K Buy
2,028
+265
+15% +$116K 0.61% 44
2023
Q4 		$799K Buy
1,763
+164
+10% +$72.7K 0.63% 40
2023
Q3 		$654K Buy
1,599
+3
+0.2% +$1.33K 0.61% 34
2023
Q2 		$735K Buy
1,596
+215
+16% +$99.8K 0.64% 35
2023
Q1 		$653K Buy
1,381
+28
+2% +$13.1K 0.68% 36
2022
Q4 		$658K Sell
1,353
-76
-5% -$35.3K 0.82% 33
2022
Q3 		$552K Sell
1,429
-37
-3% -$15.4K 0.78% 35
2022
Q2 		$630K Buy
1,466
+57
+4% +$25K 0.66% 39
2022
Q1 		$622K Buy
+1,409
New +$571K 0.51% 45

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

Nvest Financial's LMT Position: Q1 2026 in Review

Nvest Financial reduced its Lockheed Martin (LMT) stake by 1.7% in Q1 2026, selling an estimated $26.5K and leaving 2,458 shares worth $1.49M. The position accounts for 0.55% of the portfolio, ranked #50.

Nvest Financial first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.75M in Q4 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Nvest Financial held 2,458 shares of Lockheed Martin worth $1.49M as of Q1 2026.
  • Nvest Financial sold 43 Lockheed Martin shares in Q1 2026, an estimated $26.5K.
  • Lockheed Martin made up 0.55% of Nvest Financial's portfolio in Q1 2026, its #50 holding.
  • Nvest Financial first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's Lockheed Martin position peaked at $1.75M in Q4 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.