Private Capital Management (Florida)’s Lockheed Martin LMT Stock Holding History

Private Capital Management (Florida)’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	$531K	Hold	878	–	–	0.05%	126
2025 Q4	$425K	Hold	878	–	–	0.04%	132
2025 Q3	$438K	Hold	878	–	–	0.04%	119
2025 Q2	$407K	Hold	878	–	–	0.04%	121
2025 Q1	$392K	Sell	878 -2	-0.2%	-$921	0.04%	114
2024 Q4	$427K	Sell	880 -14	-2%	-$7.63K	0.04%	106
2024 Q3	$522K	Buy	894 +15	+2%	+$8.05K	0.06%	94
2024 Q2	$411K	Sell	879 -100	-10%	-$46.2K	0.05%	106
2024 Q1	$445K	Hold	979	–	–	0.05%	100
2023 Q4	$444K	Hold	979	–	–	0.05%	106
2023 Q3	$400K	Hold	979	–	–	0.05%	110
2023 Q2	$451K	Buy	+979	New	+$454K	0.05%	104

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

Private Capital Management (Florida)'s LMT Position: Q1 2026 in Review

Private Capital Management (Florida) held its Lockheed Martin (LMT) position steady in Q1 2026 at 878 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #126.

Private Capital Management (Florida) first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Private Capital Management (Florida) held 878 shares of Lockheed Martin worth $531K as of Q1 2026.
Private Capital Management (Florida) left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.05% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #126 holding.
Private Capital Management (Florida) first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.