PWC
LMT icon

PYA Waltman Capital’s Lockheed Martin LMT Stock Holding History

PYA Waltman Capital’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 		$3.2M Buy
5,301
+1,524
+40% +$939K 0.89% 29
2025
Q4 		$1.83M Sell
3,777
-1,323
-26% -$633K 0.49% 37
2025
Q3 		$2.55M Buy
5,100
+41
+0.8% +$18.6K 0.68% 31
2025
Q2 		$2.34M Buy
5,059
+530
+12% +$248K 0.67% 35
2025
Q1 		$2.02M Buy
4,529
+245
+6% +$113K 0.64% 36
2024
Q4 		$2.08M Buy
4,284
+96
+2% +$52.3K 0.67% 35
2024
Q3 		$2.45M Buy
4,188
+203
+5% +$109K 0.8% 32
2024
Q2 		$1.86M Buy
3,985
+256
+7% +$118K 0.68% 34
2024
Q1 		$1.7M Buy
3,729
+467
+14% +$205K 0.63% 37
2023
Q4 		$1.48M Buy
3,262
+220
+7% +$97.5K 0.62% 36
2023
Q3 		$1.24M Buy
3,042
+809
+36% +$359K 0.53% 36
2023
Q2 		$1M Buy
2,233
+593
+36% +$275K 0.43% 34
2023
Q1 		$775K Buy
1,640
+522
+47% +$245K 0.38% 35
2022
Q4 		$544K Buy
1,118
+206
+23% +$95.7K 0.29% 36
2022
Q3 		$352K Buy
912
+586
+180% +$245K 0.21% 36
2022
Q2 		$140K Buy
326
+140
+75% +$61.5K 0.08% 57
2022
Q1 		$82K Buy
+186
New +$75.4K 0.04% 85

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

PYA Waltman Capital's LMT Position: Q1 2026 in Review

PYA Waltman Capital increased its Lockheed Martin (LMT) stake by 40% in Q1 2026, buying an estimated $939K and bringing the position to 5,301 shares worth $3.2M. The position accounts for 0.89% of the portfolio, ranked #29.

PYA Waltman Capital first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • PYA Waltman Capital held 5,301 shares of Lockheed Martin worth $3.2M as of Q1 2026.
  • PYA Waltman Capital bought 1,524 Lockheed Martin shares in Q1 2026, an estimated $939K.
  • Lockheed Martin made up 0.89% of PYA Waltman Capital's portfolio in Q1 2026, its #29 holding.
  • PYA Waltman Capital first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.