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Patten & Patten’s Lockheed Martin LMT Stock Holding History

Patten & Patten’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 		$1.74M Sell
2,871
-25
-0.9% -$15.4K 0.1% 140
2025
Q4 		$1.4M Buy
2,896
+14
+0.5% +$6.7K 0.08% 158
2025
Q3 		$1.44M Buy
2,882
+658
+30% +$299K 0.08% 158
2025
Q2 		$1.03M Buy
2,224
+103
+5% +$48.2K 0.07% 167
2025
Q1 		$947K Buy
2,121
+34
+2% +$15.7K 0.06% 177
2024
Q4 		$1.01M Buy
2,087
+72
+4% +$39.2K 0.07% 165
2024
Q3 		$1.18M Sell
2,015
-158
-7% -$84.8K 0.08% 157
2024
Q2 		$1.01M Buy
2,173
+10
+0.5% +$4.62K 0.07% 160
2024
Q1 		$984K Sell
2,163
-109
-5% -$47.8K 0.07% 161
2023
Q4 		$1.03M Hold
2,272
– – 0.08% 146
2023
Q3 		$929K Sell
2,272
-16
-0.7% -$7.1K 0.08% 146
2023
Q2 		$1.05M Sell
2,288
-43
-2% -$20K 0.09% 140
2023
Q1 		$1.1M Sell
2,331
-11
-0.5% -$5.16K 0.1% 134
2022
Q4 		$1.14M Sell
2,342
-5
-0.2% -$2.32K 0.1% 129
2022
Q3 		$907K Sell
2,347
-25
-1% -$10.4K 0.09% 144
2022
Q2 		$1.02M Buy
2,372
+231
+11% +$101K 0.09% 141
2022
Q1 		$945K Sell
2,141
-3
-0.1% -$1.22K 0.07% 157
2021
Q4 		$762K Sell
2,144
-1,003
-32% -$347K 0.05% 172
2021
Q3 		$1.09M Sell
3,147
-90
-3% -$32.6K 0.08% 140
2021
Q2 		$1.23M Buy
3,237
+76
+2% +$29.2K 0.09% 132
2021
Q1 		$1.17M Buy
3,161
+185
+6% +$63.5K 0.1% 135
2020
Q4 		$1.06M Sell
2,976
-152
-5% -$55.9K 0.09% 138
2020
Q3 		$1.2M Sell
3,128
-50
-2% -$19.1K 0.12% 113
2020
Q2 		$1.16M Buy
3,178
+1,540
+94% +$582K 0.13% 112
2020
Q1 		$555K Sell
1,638
-49
-3% -$19.3K 0.07% 157
2019
Q4 		$657K Sell
1,687
-84
-5% -$32.2K 0.07% 161
2019
Q3 		$691K Sell
1,771
-813
-31% -$306K 0.08% 156
2019
Q2 		$939K Buy
2,584
+87
+3% +$29.1K 0.1% 139
2019
Q1 		$749K Buy
2,497
+69
+3% +$20.2K 0.08% 147
2018
Q4 		$636K Sell
2,428
-20
-0.8% -$6.07K 0.08% 151
2018
Q3 		$847K Sell
2,448
-27
-1% -$8.71K 0.08% 147
2018
Q2 		$731K Sell
2,475
-16
-0.6% -$5.16K 0.08% 155
2018
Q1 		$842K Buy
2,491
+102
+4% +$34.7K 0.09% 147
2017
Q4 		$767K Buy
2,389
+815
+52% +$257K 0.08% 154
2017
Q3 		$488K Buy
1,574
+417
+36% +$124K 0.05% 184
2017
Q2 		$321K Hold
1,157
– – 0.04% 203
2017
Q1 		$310K Sell
1,157
-12
-1% -$3.14K 0.04% 202
2016
Q4 		$292K Hold
1,169
– – 0.04% 190
2016
Q3 		$280K Hold
1,169
– – 0.04% 188
2016
Q2 		$290K Buy
1,169
+12
+1% +$2.83K 0.04% 181
2016
Q1 		$256K Buy
1,157
+32
+3% +$6.88K 0.04% 192
2015
Q4 		$244K Sell
1,125
-32
-3% -$6.94K 0.03% 203
2015
Q3 		$240K Hold
1,157
– – 0.04% 186
2015
Q2 		$215K Hold
1,157
– – 0.03% 204
2015
Q1 		$235K Hold
1,157
– – 0.03% 199
2014
Q4 		$223K Buy
+1,157
New +$215K 0.03% 194
2014
Q2 		– Sell
-1,507
Closed -$246K – 229
2014
Q1 		$246K Buy
1,507
+50
+3% +$7.85K 0.03% 236
2013
Q4 		$217K Buy
+1,457
New +$198K 0.03% 234

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 & Patten's LMT Position: Q1 2026 in Review

Patten & Patten reduced its Lockheed Martin (LMT) stake by 0.86% in Q1 2026, selling an estimated $15.4K and leaving 2,871 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #140.

Patten & Patten first reported a position in LMT in Q4 2013 and has held it in 48 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Patten & Patten held 2,871 shares of Lockheed Martin worth $1.74M as of Q1 2026.
  • Patten & Patten sold 25 Lockheed Martin shares in Q1 2026, an estimated $15.4K.
  • Lockheed Martin made up 0.1% of Patten & Patten's portfolio in Q1 2026, its #140 holding.
  • Patten & Patten first reported a position in Lockheed Martin in Q4 2013 and has held it in 48 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.