OGC
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Oak Grove Capital’s Lockheed Martin LMT Stock Holding History

Oak Grove Capital’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 		$456K Sell
755
-101
-12% -$62.2K 0.04% 74
2025
Q4 		$414K Hold
856
– – 0.05% 66
2025
Q3 		$427K Sell
856
-1,200
-58% -$544K 0.06% 61
2025
Q2 		$952K Sell
2,056
-4,800
-70% -$2.25M 0.16% 43
2025
Q1 		$3.06M Sell
6,856
-9,275
-57% -$4.27M 0.64% 28
2024
Q4 		$7.84M Sell
16,131
-3,484
-18% -$1.9M 1.17% 21
2024
Q3 		$11.5M Sell
19,615
-1,288
-6% -$692K 1.88% 13
2024
Q2 		$9.76M Sell
20,903
-49
-0.2% -$22.6K 1.78% 13
2024
Q1 		$9.53M Buy
20,952
+5,000
+31% +$2.19M 1.92% 13
2023
Q4 		$7.23M Buy
15,952
+3,885
+32% +$1.72M 1.92% 16
2023
Q3 		$4.93M Buy
12,067
+980
+9% +$435K 1.72% 18
2023
Q2 		$5.1M Buy
11,087
+10,071
+991% +$4.67M 1.75% 17
2023
Q1 		$480K Sell
1,016
-450
-31% -$211K 0.2% 38
2022
Q4 		$713K Sell
1,466
-4,247
-74% -$1.97M 0.36% 33
2022
Q3 		$2.21M Sell
5,713
-827
-13% -$345K 0.75% 27
2022
Q2 		$2.81M Sell
6,540
-1,452
-18% -$638K 0.91% 26
2022
Q1 		$3.53M Sell
7,992
-1,200
-13% -$486K 0.71% 30
2021
Q4 		$3.27M Sell
9,192
-400
-4% -$138K 0.57% 38
2021
Q3 		$3.31M Hold
9,592
– – 0.71% 38
2021
Q2 		$3.63M Sell
9,592
-1,010
-10% -$388K 0.81% 36
2021
Q1 		$3.92M Buy
10,602
+1,365
+15% +$468K 1.09% 33
2020
Q4 		$3.28M Buy
9,237
+400
+5% +$147K 1.07% 32
2020
Q3 		$3.39M Buy
8,837
+6,120
+225% +$2.34M 1.6% 22
2020
Q2 		$991K Buy
2,717
+855
+46% +$323K 0.6% 34
2020
Q1 		$631K Buy
1,862
+1,046
+128% +$411K 0.41% 44
2019
Q4 		$318K Buy
+816
New +$313K 0.12% 56

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

Oak Grove Capital's LMT Position: Q1 2026 in Review

Oak Grove Capital reduced its Lockheed Martin (LMT) stake by 12% in Q1 2026, selling an estimated $62.2K and leaving 755 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #74.

Oak Grove Capital first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.5M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Oak Grove Capital held 755 shares of Lockheed Martin worth $456K as of Q1 2026.
  • Oak Grove Capital sold 101 Lockheed Martin shares in Q1 2026, an estimated $62.2K.
  • Lockheed Martin made up 0.04% of Oak Grove Capital's portfolio in Q1 2026, its #74 holding.
  • Oak Grove Capital first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • Oak Grove Capital's Lockheed Martin position peaked at $11.5M in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.