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Peachtree Investment Partners’s Lockheed Martin LMT Stock Holding History

Peachtree Investment 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 		$551K Buy
911
+247
+37% +$152K 0.21% 51
2025
Q4 		$321K Buy
664
+3
+0.5% +$1.44K 0.11% 64
2025
Q3 		$330K Sell
661
-70
-10% -$31.8K 0.11% 68
2025
Q2 		$338K Sell
731
-180
-20% -$84.3K 0.13% 67
2025
Q1 		$407K Buy
911
+81
+10% +$37.3K 0.16% 58
2024
Q4 		$403K Sell
830
-210
-20% -$114K 0.15% 55
2024
Q3 		$608K Buy
1,040
+224
+27% +$120K 0.23% 41
2024
Q2 		$381K Buy
816
+9
+1% +$4.16K 0.15% 55
2024
Q1 		$367K Sell
807
-133
-14% -$58.3K 0.15% 55
2023
Q4 		$426K Sell
940
-42
-4% -$18.6K 0.17% 55
2023
Q3 		$401K Sell
982
-129
-12% -$57.2K 0.2% 52
2023
Q2 		$512K Sell
1,111
-184
-14% -$85.4K 0.23% 52
2023
Q1 		$612K Sell
1,295
-70
-5% -$32.8K 0.38% 39
2022
Q4 		$664K Sell
1,365
-77
-5% -$35.8K 0.41% 40
2022
Q3 		$557K Sell
1,442
-2
-0.1% -$835 0.37% 40
2022
Q2 		$621K Buy
1,444
+6
+0.4% +$2.63K 0.39% 41
2022
Q1 		$635K Buy
1,438
+151
+12% +$61.2K 0.29% 56
2021
Q4 		$458K Sell
1,287
-6,080
-83% -$2.1M 0.19% 61
2021
Q3 		$2.54M Sell
7,367
-575
-7% -$208K 1.24% 20
2021
Q2 		$3M Sell
7,942
-42
-0.5% -$16.1K 1.47% 16
2021
Q1 		$2.95M Sell
7,984
-631
-7% -$216K 1.7% 15
2020
Q4 		$3.06M Sell
8,615
-604
-7% -$222K 1.78% 13
2020
Q3 		$3.53M Buy
+9,219
New +$3.52M 2.43% 9
2020
Q2 		– Sell
-12,388
Closed -$4.2M – 77
2020
Q1 		$4.2M Sell
12,388
-833
-6% -$328K 4.2% 6
2019
Q4 		$5.15M Buy
13,221
+249
+2% +$95.6K 3.55% 8
2019
Q3 		$5.06M Sell
12,972
-84
-0.6% -$31.6K 4.03% 8
2019
Q2 		$4.75M Buy
13,056
+158
+1% +$52.9K 3.73% 8
2019
Q1 		$3.87M Buy
12,898
+169
+1% +$49.6K 3.27% 10
2018
Q4 		$3.33M Buy
+12,729
New +$3.86M 3.78% 9

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

Peachtree Investment Partners's LMT Position: Q1 2026 in Review

Peachtree Investment Partners increased its Lockheed Martin (LMT) stake by 37% in Q1 2026, buying an estimated $152K and bringing the position to 911 shares worth $551K. The position accounts for 0.21% of the portfolio, ranked #51.

Peachtree Investment Partners first reported a position in LMT in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.15M in Q4 2019. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Peachtree Investment Partners held 911 shares of Lockheed Martin worth $551K as of Q1 2026.
  • Peachtree Investment Partners bought 247 Lockheed Martin shares in Q1 2026, an estimated $152K.
  • Lockheed Martin made up 0.21% of Peachtree Investment Partners's portfolio in Q1 2026, its #51 holding.
  • Peachtree Investment Partners first reported a position in Lockheed Martin in Q4 2018 and has held it in 29 quarters since.
  • Peachtree Investment Partners's Lockheed Martin position peaked at $5.15M in Q4 2019.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.