Opus Investment Management’s Lockheed Martin LMT Stock Holding History

Opus 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	$1.21M	Hold	2,000	–	–	0.72%	29
2025 Q4	$967K	Hold	2,000	–	–	0.59%	28
2025 Q3	$998K	Hold	2,000	–	–	0.62%	28
2025 Q2	$926K	Hold	2,000	–	–	0.62%	28
2025 Q1	$893K	Hold	2,000	–	–	0.64%	29
2024 Q4	$972K	Hold	2,000	–	–	0.72%	28
2024 Q3	$1.17M	Hold	2,000	–	–	0.82%	28
2024 Q2	$934K	Hold	2,000	–	–	0.6%	33
2024 Q1	$910K	Hold	2,000	–	–	0.59%	33
2023 Q4	$906K	Hold	2,000	–	–	0.52%	35
2023 Q3	$818K	Sell	2,000 -1,500	-43%	-$665K	0.5%	36
2023 Q2	$1.61M	Hold	3,500	–	–	0.58%	56
2023 Q1	$1.65M	Hold	3,500	–	–	0.6%	55
2022 Q4	$1.7M	Sell	3,500 -7,470	-68%	-$3.47M	0.61%	54
2022 Q3	$4.24M	Hold	10,970	–	–	0.99%	35
2022 Q2	$4.72M	Sell	10,970 -2,800	-20%	-$1.23M	1.02%	30
2022 Q1	$6.08M	Sell	13,770 -2,800	-17%	-$1.14M	0.93%	31
2021 Q4	$5.89M	Buy	16,570 +2,900	+21%	+$1M	0.84%	30
2021 Q3	$4.72M	Buy	13,670 +2,800	+26%	+$1.01M	0.72%	45
2021 Q2	$4.11M	Hold	10,870	–	–	0.62%	52
2021 Q1	$4.02M	Buy	10,870 +8,870	+444%	+$3.04M	0.59%	51
2020 Q4	$710K	Hold	2,000	–	–	0.11%	93
2020 Q3	$767K	Hold	2,000	–	–	0.15%	88
2020 Q2	$730K	Hold	2,000	–	–	0.15%	86
2020 Q1	$678K	Hold	2,000	–	–	0.14%	89
2019 Q4	$779K	Hold	2,000	–	–	0.13%	90
2019 Q3	$780K	Hold	2,000	–	–	0.14%	91
2019 Q2	$727K	Hold	2,000	–	–	0.14%	89
2019 Q1	$600K	Hold	2,000	–	–	0.12%	83
2018 Q4	$524K	Hold	2,000	–	–	0.11%	86
2018 Q3	$692K	Hold	2,000	–	–	0.12%	83
2018 Q2	$591K	Hold	2,000	–	–	0.11%	87
2018 Q1	$676K	Hold	2,000	–	–	0.12%	88
2017 Q4	$642K	Hold	2,000	–	–	0.11%	85
2017 Q3	$621K	Hold	2,000	–	–	0.11%	87
2017 Q2	$555K	Hold	2,000	–	–	0.09%	85
2017 Q1	$535K	Hold	2,000	–	–	0.09%	83
2016 Q4	$500K	Hold	2,000	–	–	0.09%	88
2016 Q3	$479K	Hold	2,000	–	–	0.08%	86
2016 Q2	$496K	Hold	2,000	–	–	0.09%	76
2016 Q1	$443K	Sell	2,000 -22,000	-92%	-$4.73M	0.09%	68
2015 Q4	$5.21M	Hold	24,000	–	–	0.93%	23
2015 Q3	$4.97M	Hold	24,000	–	–	0.94%	25
2015 Q2	$4.46M	Hold	24,000	–	–	0.81%	33
2015 Q1	$4.87M	Hold	24,000	–	–	0.86%	11
2014 Q4	$4.62M	Hold	24,000	–	–	0.83%	19
2014 Q3	$4.39M	Sell	24,000 -3,000	-11%	-$511K	0.83%	21
2014 Q2	$4.34M	Hold	27,000	–	–	0.86%	31
2014 Q1	$4.41M	Hold	27,000	–	–	1.01%	17
2013 Q4	$4.01M	Sell	27,000 -13,100	-33%	-$1.78M	1.09%	15
2013 Q3	$5.12M	Sell	40,100 -5,000	-11%	-$607K	1.16%	7
2013 Q2	$4.89M	Buy	+45,100	New	+$4.61M	1.17%	7

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Opus Investment Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 2,000 shares worth $1.21M. The position accounts for 0.72% of the portfolio, ranked #29.

Opus Investment Management first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.08M in Q1 2022. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Opus Investment Management held 2,000 shares of Lockheed Martin worth $1.21M as of Q1 2026.
Opus Investment Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.72% of Opus Investment Management's portfolio in Q1 2026, its #29 holding.
Opus Investment Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
Opus Investment Management's Lockheed Martin position peaked at $6.08M in Q1 2022.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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