Osaic Holdings
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Osaic Holdings’s Lockheed Martin LMT Stock Holding History

Osaic Holdings’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
2020
Q3 		– Sell
-4
Closed -$5K – 6320
2020
Q2 		$5K Hold
4
– – ﹤0.01% 5476
2020
Q1 		$5K Buy
+4
New +$1.57K ﹤0.01% 5344

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

Osaic Holdings's LMT Position: Q1 2026 in Review

Osaic Holdings increased its Lockheed Martin (LMT) stake by 5.3% in Q1 2026, buying an estimated $4.54M and bringing the position to 145,288 shares worth $88M. The position accounts for 0.13% of the portfolio, ranked #162.

Osaic Holdings first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $125M in Q3 2023. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Osaic Holdings held 145,288 shares of Lockheed Martin worth $88M as of Q1 2026.
  • Osaic Holdings bought 7,374 Lockheed Martin shares in Q1 2026, an estimated $4.54M.
  • Lockheed Martin made up 0.13% of Osaic Holdings's portfolio in Q1 2026, its #162 holding.
  • Osaic Holdings first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Lockheed Martin position peaked at $125M in Q3 2023.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.