Raymond James Financial’s Lockheed Martin LMT Stock Holding History

Raymond James Financial’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	$298K	Buy	600 +100	+20%	+$61.6K	﹤0.01%	4660
2025 Q4	$210K	Buy	+500	New	+$239K	﹤0.01%	4764
2025 Q3	–	Sell	-2,000	Closed	-$950K	–	5945
2025 Q2	$950K	Buy	+2,000	New	+$936K	﹤0.01%	3622
2025 Q1	–	Sell	-500	Closed	-$245K	–	4893
2024 Q4	$245K	Buy	+500	New	+$273K	﹤0.01%	4297

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

Raymond James Financial's LMT Position: Q1 2026 in Review

Raymond James Financial reduced its Lockheed Martin (LMT) stake by 3.7% in Q1 2026, selling an estimated $15M and leaving 631,261 shares worth $382M. The position accounts for 0.12% of the portfolio, ranked #143.

Raymond James Financial first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Raymond James Financial held 631,261 shares of Lockheed Martin worth $382M as of Q1 2026.
Raymond James Financial sold 24,378 Lockheed Martin shares in Q1 2026, an estimated $15M.
Lockheed Martin made up 0.12% of Raymond James Financial's portfolio in Q1 2026, its #143 holding.
Raymond James Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.