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Robertson Stephens Wealth Management’s Lockheed Martin LMT Stock Holding History

Robertson Stephens Wealth 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 		$1.47M Buy
2,426
+130
+6% +$80.1K 0.04% 247
2025
Q4 		$1.11M Buy
2,296
+189
+9% +$90.4K 0.03% 281
2025
Q3 		$1.05M Buy
2,107
+45
+2% +$20.4K 0.03% 250
2025
Q2 		$955K Sell
2,062
-305
-13% -$143K 0.03% 275
2025
Q1 		$1.06M Sell
2,367
-3,013
-56% -$1.39M 0.04% 261
2024
Q4 		$2.61M Buy
5,380
+3,003
+126% +$1.64M 0.09% 170
2024
Q3 		$1.39M Buy
2,377
+970
+69% +$521K 0.05% 244
2024
Q2 		$657K Sell
1,407
-217
-13% -$100K 0.03% 288
2024
Q1 		$739K Sell
1,624
-23
-1% -$10.1K 0.04% 279
2023
Q4 		$746K Buy
1,647
+91
+6% +$40.3K 0.05% 253
2023
Q3 		$636K Sell
1,556
-25
-2% -$11.1K 0.04% 263
2023
Q2 		$728K Sell
1,581
-83
-5% -$38.5K 0.05% 227
2023
Q1 		$787K Buy
1,664
+97
+6% +$45.5K 0.06% 229
2022
Q4 		$762K Buy
1,567
+104
+7% +$48.3K 0.07% 206
2022
Q3 		$565K Sell
1,463
-320
-18% -$134K 0.06% 208
2022
Q2 		$766K Sell
1,783
-22
-1% -$9.66K 0.07% 188
2022
Q1 		$796K Buy
1,805
+258
+17% +$105K 0.07% 212
2021
Q4 		$549K Buy
1,547
+149
+11% +$51.5K 0.05% 250
2021
Q3 		$482K Sell
1,398
-258
-16% -$93.4K 0.05% 209
2021
Q2 		$626K Buy
1,656
+245
+17% +$94.2K 0.08% 184
2021
Q1 		$521K Buy
1,411
+13
+0.9% +$4.46K 0.08% 175
2020
Q4 		$496K Hold
1,398
– – 0.1% 141
2020
Q3 		$535K Sell
1,398
-117
-8% -$44.7K 0.13% 127
2020
Q2 		$552K Buy
+1,515
New +$572K 0.16% 103

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

Robertson Stephens Wealth Management's LMT Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Lockheed Martin (LMT) stake by 5.7% in Q1 2026, buying an estimated $80.1K and bringing the position to 2,426 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #247.

Robertson Stephens Wealth Management first reported a position in LMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.61M in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Robertson Stephens Wealth Management held 2,426 shares of Lockheed Martin worth $1.47M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 130 Lockheed Martin shares in Q1 2026, an estimated $80.1K.
  • Lockheed Martin made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #247 holding.
  • Robertson Stephens Wealth Management first reported a position in Lockheed Martin in Q2 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's Lockheed Martin position peaked at $2.61M in Q4 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.