Regatta Capital Group’s Lockheed Martin LMT Stock Holding History

Regatta Capital Group’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	$235K	Buy	+388	New	+$239K	0.04%	191
2024 Q4	–	Sell	-464	Closed	-$271K	–	191
2024 Q3	$271K	Sell	464 -20	-4%	-$10.7K	0.05%	163
2024 Q2	$226K	Sell	484 -2	-0.4%	-$924	0.05%	170
2024 Q1	$221K	Buy	+486	New	+$213K	0.05%	169
2023 Q3	–	Sell	-445	Closed	-$205K	–	166
2023 Q2	$205K	Sell	445 -80	-15%	-$37.1K	0.07%	161
2023 Q1	$255K	Hold	525	–	–	0.09%	151
2022 Q4	$255K	Buy	+525	New	+$244K	0.09%	151

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

Regatta Capital Group's LMT Position: Q1 2026 in Review

Regatta Capital Group opened a new position in Lockheed Martin (LMT) in Q1 2026: 388 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings. This is a return to the name: Regatta Capital Group previously reported a position in LMT as recently as Q3 2024.

Regatta Capital Group first reported a position in LMT in Q4 2022 and has held it in 7 quarters since. The position peaked at $271K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Regatta Capital Group held 388 shares of Lockheed Martin worth $235K as of Q1 2026.
Lockheed Martin was a new Regatta Capital Group position in Q1 2026.
Lockheed Martin made up 0.04% of Regatta Capital Group's portfolio in Q1 2026, its #191 holding.
Regatta Capital Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 7 quarters since.
Regatta Capital Group's Lockheed Martin position peaked at $271K in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.