PIM
LMT icon

Plato Investment Management’s Lockheed Martin LMT Stock Holding History

Plato Investment 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 		$1.08M Buy
1,782
+652
+58% +$402K 0.07% 253
2025
Q4 		$549K Sell
1,130
-421
-27% -$201K 0.04% 340
2025
Q3 		$768K Buy
1,551
+358
+30% +$162K 0.05% 301
2025
Q2 		$551K Sell
1,193
-6
-0.5% -$2.81K 0.04% 330
2025
Q1 		$541K Sell
1,199
-1,846
-61% -$850K 0.05% 323
2024
Q4 		$1.49M Buy
3,045
+1,193
+64% +$650K 0.11% 193
2024
Q3 		$1.08M Buy
1,852
+734
+66% +$394K 0.09% 235
2024
Q2 		$522K Buy
1,118
+54
+5% +$25K 0.05% 273
2024
Q1 		$484K Buy
1,064
+422
+66% +$185K 0.05% 268
2023
Q4 		$291K Buy
+642
New +$284K 0.36% 74

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

Plato Investment Management's LMT Position: Q1 2026 in Review

Plato Investment Management increased its Lockheed Martin (LMT) stake by 58% in Q1 2026, buying an estimated $402K and bringing the position to 1,782 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #253.

Plato Investment Management first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Plato Investment Management held 1,782 shares of Lockheed Martin worth $1.08M as of Q1 2026.
  • Plato Investment Management bought 652 Lockheed Martin shares in Q1 2026, an estimated $402K.
  • Lockheed Martin made up 0.07% of Plato Investment Management's portfolio in Q1 2026, its #253 holding.
  • Plato Investment Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Lockheed Martin position peaked at $1.49M in Q4 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.