&Partners’s Lockheed Martin LMT Stock Holding History

&Partners’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	$48M	Sell	79,528 -1,519	-2%	-$936K	0.24%	89
2025 Q4	$39.2M	Buy	81,047 +22,264	+38%	+$10.7M	0.21%	100
2025 Q3	$24.7M	Buy	58,783 +4,189	+8%	+$1.9M	0.16%	131
2025 Q2	$25.3M	Buy	54,594 +12,800	+31%	+$5.99M	0.19%	113
2025 Q1	$18.5M	Buy	41,794 +1,061	+3%	+$488K	0.2%	112
2024 Q4	$19.6M	Buy	40,733 +16,508	+68%	+$9M	0.24%	97
2024 Q3	$14.2M	Buy	24,225 +14,766	+156%	+$7.93M	0.27%	84
2024 Q2	$4.41M	Buy	9,459 +6,741	+248%	+$3.12M	0.19%	118
2024 Q1	$1.24M	Buy	2,718 +1,941	+250%	+$851K	0.17%	121
2023 Q4	$353K	Buy	777 +159	+26%	+$70.4K	0.09%	186
2023 Q3	$253K	Buy	618 +1	+0.2%	+$444	0.12%	139
2023 Q2	$284K	Buy	617 +1	+0.2%	+$464	0.13%	137
2023 Q1	$291K	Buy	616 +1	+0.2%	+$469	0.14%	123
2022 Q4	$299K	Hold	615	–	–	0.15%	125
2022 Q3	$237K	Buy	615 +1	+0.2%	+$418	0.14%	147
2022 Q2	$264K	Buy	614 +1	+0.2%	+$439	0.15%	137
2022 Q1	$270K	Buy	+613	New	+$248K	0.15%	141

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

&Partners's LMT Position: Q1 2026 in Review

&Partners reduced its Lockheed Martin (LMT) stake by 1.9% in Q1 2026, selling an estimated $936K and leaving 79,528 shares worth $48M. The position accounts for 0.24% of the portfolio, ranked #89.

&Partners first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

&Partners held 79,528 shares of Lockheed Martin worth $48M as of Q1 2026.
&Partners sold 1,519 Lockheed Martin shares in Q1 2026, an estimated $936K.
Lockheed Martin made up 0.24% of &Partners's portfolio in Q1 2026, its #89 holding.
&Partners first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.