Per Stirling Capital Management’s Lockheed Martin LMT Stock Holding History

Per Stirling Capital Management’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	$237K	Buy	+392	New	+$241K	0.03%	286
2025 Q3	–	Sell	-868	Closed	-$402K	–	294
2025 Q2	$402K	Buy	868 +2	+0.2%	+$936	0.05%	190
2025 Q1	$387K	Buy	866 +2	+0.2%	+$921	0.06%	189
2024 Q4	$420K	Sell	864 -197	-19%	-$107K	0.06%	182
2024 Q3	$620K	Buy	1,061 +93	+10%	+$49.9K	0.09%	154
2024 Q2	$452K	Buy	968 +109	+13%	+$50.4K	0.07%	167
2024 Q1	$391K	Buy	859 +2	+0.2%	+$877	0.07%	168
2023 Q4	$388K	Buy	857 +2	+0.2%	+$886	0.07%	153
2023 Q3	$350K	Buy	855 +7	+0.8%	+$3.1K	0.07%	148
2023 Q2	$390K	Sell	848 -8	-0.9%	-$3.71K	0.08%	143
2023 Q1	$405K	Sell	856 -171	-17%	-$80.2K	0.09%	133
2022 Q4	$499K	Buy	+1,027	New	+$477K	0.09%	126

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

Per Stirling Capital Management's LMT Position: Q1 2026 in Review

Per Stirling Capital Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 392 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings. This is a return to the name: Per Stirling Capital Management previously reported a position in LMT as recently as Q2 2025.

Per Stirling Capital Management first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $620K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Per Stirling Capital Management held 392 shares of Lockheed Martin worth $237K as of Q1 2026.
Lockheed Martin was a new Per Stirling Capital Management position in Q1 2026.
Lockheed Martin made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #286 holding.
Per Stirling Capital Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
Per Stirling Capital Management's Lockheed Martin position peaked at $620K in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.