Osborne Partners Capital Management’s Lockheed Martin LMT Stock Holding History

Osborne Partners Capital 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	$227K	Sell	375 -49	-12%	-$30.2K	0.01%	188
2025 Q4	$205K	Sell	424 -3	-0.7%	-$1.44K	0.01%	191
2025 Q3	$213K	Buy	+427	New	+$194K	0.01%	201
2025 Q2	–	Sell	-483	Closed	-$216K	–	209
2025 Q1	$216K	Buy	483 +6	+1%	+$2.76K	0.01%	206
2024 Q4	$232K	Sell	477 -13	-3%	-$7.09K	0.01%	209
2024 Q3	$286K	Sell	490 -25	-5%	-$13.4K	0.02%	198
2024 Q2	$241K	Buy	515 +25	+5%	+$11.6K	0.01%	199
2024 Q1	$223K	Sell	490 -56	-10%	-$24.5K	0.01%	193
2023 Q4	$247K	Sell	546 -66	-11%	-$29.2K	0.02%	192
2023 Q3	$250K	Sell	612 -11	-2%	-$4.88K	0.02%	181
2023 Q2	$287K	Sell	623 -87	-12%	-$40.4K	0.02%	177
2023 Q1	$336K	Buy	710 +91	+15%	+$42.7K	0.02%	169
2022 Q4	$301K	Buy	+619	New	+$288K	0.02%	175
2014 Q4	–	Sell	-1,275	Closed	-$233K	–	184
2014 Q3	$233K	Hold	1,275	–	–	0.03%	167
2014 Q2	$205K	Buy	+1,275	New	+$207K	0.03%	168
2013 Q4	–	Sell	-1,950	Closed	-$249K	–	181
2013 Q3	$249K	Hold	1,950	–	–	0.03%	162
2013 Q2	$211K	Buy	+1,950	New	+$199K	0.03%	165

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

Osborne Partners Capital Management's LMT Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its Lockheed Martin (LMT) stake by 12% in Q1 2026, selling an estimated $30.2K and leaving 375 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #188.

Osborne Partners Capital Management first reported a position in LMT in Q2 2013 and has held it in 17 quarters since. The position peaked at $336K in Q1 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Osborne Partners Capital Management held 375 shares of Lockheed Martin worth $227K as of Q1 2026.
Osborne Partners Capital Management sold 49 Lockheed Martin shares in Q1 2026, an estimated $30.2K.
Lockheed Martin made up 0.01% of Osborne Partners Capital Management's portfolio in Q1 2026, its #188 holding.
Osborne Partners Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 17 quarters since.
Osborne Partners Capital Management's Lockheed Martin position peaked at $336K in Q1 2023.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.