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Patten Group’s Lockheed Martin LMT Stock Holding History

Patten Group’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
2017
Q4 		– Sell
-8
Closed -$2K – 633
2017
Q3 		$2K Buy
+8
New +$2.39K ﹤0.01% 585

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

Patten Group's LMT Position: Q1 2026 in Review

Patten Group reduced its Lockheed Martin (LMT) stake by 22% in Q1 2026, selling an estimated $198K and leaving 1,134 shares worth $685K. The position accounts for 0.12% of the portfolio, ranked #170.

Patten Group first reported a position in LMT in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.52M in Q3 2024. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Patten Group held 1,134 shares of Lockheed Martin worth $685K as of Q1 2026.
  • Patten Group sold 321 Lockheed Martin shares in Q1 2026, an estimated $198K.
  • Lockheed Martin made up 0.12% of Patten Group's portfolio in Q1 2026, its #170 holding.
  • Patten Group first reported a position in Lockheed Martin in Q2 2015 and has held it in 44 quarters since.
  • Patten Group's Lockheed Martin position peaked at $1.52M in Q3 2024.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.