PIM
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Pullen Investment Management’s Lockheed Martin LMT Stock Holding History

Pullen 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 		$1.7M Sell
2,805
-59
-2% -$36.3K 0.85% 46
2025
Q4 		$1.39M Sell
2,864
-25
-0.9% -$12K 0.73% 56
2025
Q3 		$1.44M Sell
2,889
-1
-0% -$454 0.78% 53
2025
Q2 		$1.34M Sell
2,890
-4
-0.1% -$1.87K 0.81% 52
2025
Q1 		$1.29M Sell
2,894
-162
-5% -$74.6K 0.82% 50
2024
Q4 		$1.49M Sell
3,056
-142
-4% -$77.4K 0.97% 41
2024
Q3 		$1.87M Buy
3,198
+48
+2% +$25.8K 1.37% 22
2024
Q2 		$1.47M Sell
3,150
-68
-2% -$31.4K 1.22% 28
2024
Q1 		$1.46M Buy
+3,218
New +$1.41M 1.24% 24

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

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

Pullen Investment Management reduced its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, selling an estimated $36.3K and leaving 2,805 shares worth $1.7M. The position accounts for 0.85% of the portfolio, ranked #46.

Pullen Investment Management first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Pullen Investment Management held 2,805 shares of Lockheed Martin worth $1.7M as of Q1 2026.
  • Pullen Investment Management sold 59 Lockheed Martin shares in Q1 2026, an estimated $36.3K.
  • Lockheed Martin made up 0.85% of Pullen Investment Management's portfolio in Q1 2026, its #46 holding.
  • Pullen Investment Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
  • Pullen Investment Management's Lockheed Martin position peaked at $1.87M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.