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Rakuten Investment Management’s Lockheed Martin LMT Stock Holding History

Rakuten 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 		$18.2M Buy
30,337
+3,275
+12% +$2.02M 0.04% 92
2025
Q4 		$13.2M Buy
27,062
+15,818
+141% +$7.57M 0.04% 123
2025
Q3 		$626K Buy
+11,244
New +$5.1M ﹤0.01% 532
2025
Q1 		$8.5M Buy
+19,253
New +$8.86M 0.04% 127
2024
Q3 		$7.04M Buy
12,090
+2,926
+32% +$1.57M 0.04% 82
2024
Q2 		$4.28M Buy
9,164
+3,286
+56% +$1.52M 0.03% 98
2024
Q1 		$2.67M Buy
5,878
+5,330
+973% +$2.34M 0.02% 100
2023
Q4 		$247K Buy
+548
New +$243K ﹤0.01% 95

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

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

Rakuten Investment Management increased its Lockheed Martin (LMT) stake by 12% in Q1 2026, buying an estimated $2.02M and bringing the position to 30,337 shares worth $18.2M. The position accounts for 0.04% of the portfolio, ranked #92.

Rakuten Investment Management first reported a position in LMT in Q4 2023 and has held it in 8 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Rakuten Investment Management held 30,337 shares of Lockheed Martin worth $18.2M as of Q1 2026.
  • Rakuten Investment Management bought 3,275 Lockheed Martin shares in Q1 2026, an estimated $2.02M.
  • Lockheed Martin made up 0.04% of Rakuten Investment Management's portfolio in Q1 2026, its #92 holding.
  • Rakuten Investment Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 8 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.