OQS
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Occudo Quantitative Strategies’s Lockheed Martin LMT Stock Holding History

Occudo Quantitative Strategies’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 		$3.88M Sell
7,492
-5,658
-43% -$3.49M 0.21% 143
2025
Q4 		$6.36M Buy
13,150
+3,593
+38% +$1.72M 0.43% 68
2025
Q3 		$4.77M Sell
9,557
-7,595
-44% -$3.45M 0.58% 31
2025
Q2 		$7.94M Buy
17,152
+2,644
+18% +$1.24M 0.89% 19
2025
Q1 		$6.41M Buy
14,508
+5,081
+54% +$2.34M 0.85% 16
2024
Q4 		$4.58M Buy
9,427
+5,387
+133% +$2.94M 0.83% 11
2024
Q3 		$2.36M Sell
4,040
-1,567
-28% -$841K 0.43% 45
2024
Q2 		$2.62M Buy
5,607
+2,687
+92% +$1.24M 0.46% 41
2024
Q1 		$1.33M Sell
2,920
-10,502
-78% -$4.6M 0.23% 121
2023
Q4 		$6.08M Buy
13,422
+5,634
+72% +$2.5M 0.83% 1
2023
Q3 		$3.18M Buy
7,788
+630
+9% +$279K 0.41% 21
2023
Q2 		$3.3M Buy
+7,158
New +$3.32M 0.34% 54
2022
Q4 		– Sell
-8,798
Closed -$3.4M – 1191
2022
Q3 		$3.4M Buy
8,798
+6,011
+216% +$2.51M 0.26% 84
2022
Q2 		$1.2M Sell
2,787
-1,511
-35% -$663K 0.1% 324
2022
Q1 		$1.9M Sell
4,298
-12,106
-74% -$4.91M 0.16% 183
2021
Q4 		$5.83M Buy
16,404
+10,698
+187% +$3.7M 0.52% 4
2021
Q3 		$1.97M Sell
5,706
-224
-4% -$81.1K 0.24% 90
2021
Q2 		$2.24M Buy
5,930
+1,127
+23% +$433K 0.34% 56
2021
Q1 		$1.77M Buy
4,803
+1,264
+36% +$434K 0.39% 41
2020
Q4 		$1.26M Buy
+3,539
New +$1.3M 0.39% 38

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

Occudo Quantitative Strategies's LMT Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Lockheed Martin (LMT) stake by 43% in Q1 2026, selling an estimated $3.49M and leaving 7,492 shares worth $3.88M. The position accounts for 0.21% of the portfolio, ranked #143.

Occudo Quantitative Strategies first reported a position in LMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.94M in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Occudo Quantitative Strategies held 7,492 shares of Lockheed Martin worth $3.88M as of Q1 2026.
  • Occudo Quantitative Strategies sold 5,658 Lockheed Martin shares in Q1 2026, an estimated $3.49M.
  • Lockheed Martin made up 0.21% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #143 holding.
  • Occudo Quantitative Strategies first reported a position in Lockheed Martin in Q4 2020 and has held it in 20 quarters since.
  • Occudo Quantitative Strategies's Lockheed Martin position peaked at $7.94M in Q2 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.