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Principal Street Partners’s Lockheed Martin LMT Stock Holding History

Principal Street 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 		$8.36M Sell
13,830
-78
-0.6% -$48K 1.36% 14
2025
Q4 		$6.73M Sell
13,908
-648
-4% -$310K 1.13% 32
2025
Q3 		$7.27M Buy
14,556
+3,356
+30% +$1.52M 1.16% 23
2025
Q2 		$5.19M Buy
11,200
+10,096
+914% +$4.73M 0.51% 54
2025
Q1 		$493K Sell
1,104
-124
-10% -$57.1K 0.09% 128
2024
Q4 		$597K Sell
1,228
-11,494
-90% -$6.27M 0.12% 110
2024
Q3 		$7.28M Sell
12,722
-2,822
-18% -$1.52M 1.19% 12
2024
Q2 		$7.26M Sell
15,544
-91
-0.6% -$42.1K 1.3% 21
2024
Q1 		$7.17M Buy
15,635
+4,356
+39% +$1.91M 1.36% 21
2023
Q4 		$5.11M Sell
11,279
-95
-0.8% -$42.1K 1.23% 29
2023
Q3 		$4.65M Sell
11,374
-165
-1% -$73.2K 0.92% 32
2023
Q2 		$5.31M Sell
11,539
-491
-4% -$228K 1.26% 22
2023
Q1 		$5.69M Buy
12,030
+29
+0.2% +$13.6K 1.44% 18
2022
Q4 		$5.84M Buy
12,001
+32
+0.3% +$14.9K 1.47% 19
2022
Q3 		$4.62M Sell
11,969
-928
-7% -$387K 1.23% 33
2022
Q2 		$5.55M Sell
12,897
-795
-6% -$349K 1.44% 18
2022
Q1 		$6.04M Buy
13,692
+11,396
+496% +$4.62M 1.39% 22
2021
Q4 		$816K Buy
+2,296
New +$794K 0.2% 94

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 Street Partners's LMT Position: Q1 2026 in Review

Principal Street Partners reduced its Lockheed Martin (LMT) stake by 0.56% in Q1 2026, selling an estimated $48K and leaving 13,830 shares worth $8.36M. The position accounts for 1.36% of the portfolio, ranked #14.

Principal Street Partners first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Principal Street Partners held 13,830 shares of Lockheed Martin worth $8.36M as of Q1 2026.
  • Principal Street Partners sold 78 Lockheed Martin shares in Q1 2026, an estimated $48K.
  • Lockheed Martin made up 1.36% of Principal Street Partners's portfolio in Q1 2026, its #14 holding.
  • Principal Street Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.