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Patrick M. Sweeney & Associates’s Lockheed Martin LMT Stock Holding History

Patrick M. Sweeney & Associates’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 		$752K Sell
1,245
-9
-0.7% -$5.54K 0.48% 52
2025
Q4 		$607K Buy
1,254
+12
+1% +$5.74K 0.38% 69
2025
Q3 		$620K Buy
1,242
+27
+2% +$12.3K 0.4% 61
2025
Q2 		$562K Buy
1,215
+23
+2% +$10.8K 0.39% 66
2025
Q1 		$533K Buy
1,192
+13
+1% +$5.98K 0.4% 68
2024
Q4 		$573K Buy
1,179
+12
+1% +$6.54K 0.43% 62
2024
Q3 		$682K Buy
1,167
+20
+2% +$10.7K 0.5% 50
2024
Q2 		$536K Buy
1,147
+32
+3% +$14.8K 0.43% 60
2024
Q1 		$507K Buy
1,115
+16
+1% +$7.01K 0.42% 65
2023
Q4 		$498K Buy
+1,099
New +$487K 0.46% 55

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

Patrick M. Sweeney & Associates's LMT Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Lockheed Martin (LMT) stake by 0.72% in Q1 2026, selling an estimated $5.54K and leaving 1,245 shares worth $752K. The position accounts for 0.48% of the portfolio, ranked #52.

Patrick M. Sweeney & Associates first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Patrick M. Sweeney & Associates held 1,245 shares of Lockheed Martin worth $752K as of Q1 2026.
  • Patrick M. Sweeney & Associates sold 9 Lockheed Martin shares in Q1 2026, an estimated $5.54K.
  • Lockheed Martin made up 0.48% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #52 holding.
  • Patrick M. Sweeney & Associates first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.