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Principal Securities’s Lockheed Martin LMT Stock Holding History

Principal Securities’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 		$4.46M Sell
7,371
-3,292
-31% -$2.03M 0.07% 285
2025
Q4 		$5.16M Buy
10,663
+462
+5% +$221K 0.08% 238
2025
Q3 		$5.09M Buy
10,201
+709
+7% +$322K 0.08% 225
2025
Q2 		$4.4M Buy
9,492
+94
+1% +$44K 0.08% 242
2025
Q1 		$4.57M Buy
9,398
+44
+0.5% +$20.3K 0.1% 197
2024
Q4 		$4.55M Buy
9,354
+450
+5% +$245K 0.1% 196
2024
Q3 		$5.2M Sell
8,904
-73
-0.8% -$39.2K 0.13% 159
2024
Q2 		$4.19M Sell
8,977
-81
-0.9% -$37.4K 0.12% 165
2024
Q1 		$4.12M Buy
9,058
+1,061
+13% +$465K 0.13% 153
2023
Q4 		$3.62M Buy
+7,997
New +$3.54M 0.14% 151

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

Principal Securities's LMT Position: Q1 2026 in Review

Principal Securities reduced its Lockheed Martin (LMT) stake by 31% in Q1 2026, selling an estimated $2.03M and leaving 7,371 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #285.

Principal Securities first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.2M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Principal Securities held 7,371 shares of Lockheed Martin worth $4.46M as of Q1 2026.
  • Principal Securities sold 3,292 Lockheed Martin shares in Q1 2026, an estimated $2.03M.
  • Lockheed Martin made up 0.07% of Principal Securities's portfolio in Q1 2026, its #285 holding.
  • Principal Securities first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Lockheed Martin position peaked at $5.2M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.