Pinnacle West Asset Management’s Lockheed Martin LMT Stock Holding History

Pinnacle West Asset 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	$772K	Sell	1,278 -60	-4%	-$37K	0.52%	52
2025 Q4	$647K	Sell	1,338 -25	-2%	-$12K	0.42%	63
2025 Q3	$680K	Hold	1,363	–	–	0.44%	60
2025 Q2	$631K	Hold	1,363	–	–	0.44%	63
2025 Q1	$609K	Buy	1,363 +8	+0.6%	+$3.68K	0.44%	64
2024 Q4	$658K	Buy	1,355 +10	+0.7%	+$5.45K	0.47%	61
2024 Q3	$786K	Buy	1,345 +15	+1%	+$8.05K	0.56%	53
2024 Q2	$621K	Buy	1,330 +5	+0.4%	+$2.31K	0.48%	60
2024 Q1	$603K	Buy	1,325 +10	+0.8%	+$4.38K	0.48%	62
2023 Q4	$596K	Buy	1,315 +70	+6%	+$31K	0.51%	61
2023 Q3	$509K	Buy	1,245 +60	+5%	+$26.6K	0.5%	64
2023 Q2	$546K	Sell	1,185 -15	-1%	-$6.96K	0.53%	62
2023 Q1	$567K	Buy	+1,200	New	+$563K	0.59%	60

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

Pinnacle West Asset Management's LMT Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Lockheed Martin (LMT) stake by 4.5% in Q1 2026, selling an estimated $37K and leaving 1,278 shares worth $772K. The position accounts for 0.52% of the portfolio, ranked #52.

Pinnacle West Asset Management first reported a position in LMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $786K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Pinnacle West Asset Management held 1,278 shares of Lockheed Martin worth $772K as of Q1 2026.
Pinnacle West Asset Management sold 60 Lockheed Martin shares in Q1 2026, an estimated $37K.
Lockheed Martin made up 0.52% of Pinnacle West Asset Management's portfolio in Q1 2026, its #52 holding.
Pinnacle West Asset Management first reported a position in Lockheed Martin in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's Lockheed Martin position peaked at $786K in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.