RW Investment Management’s Lockheed Martin LMT Stock Holding History

RW 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	$753K	Buy	+1,246	New	+$768K	0.07%	53
2025 Q3	$622K	Sell	1,246 -296	-19%	-$134K	0.06%	58
2025 Q2	$714K	Buy	1,542 +158	+11%	+$74K	0.08%	52
2025 Q1	$618K	Hold	1,384	–	–	0.08%	49
2024 Q4	$673K	Hold	1,384	–	–	0.08%	49
2024 Q3	$809K	Hold	1,384	–	–	0.1%	45
2024 Q2	$646K	Hold	1,384	–	–	0.09%	51
2024 Q1	$630K	Buy	1,384 +60	+5%	+$26.3K	0.09%	50
2023 Q4	$600K	Sell	1,324 -39	-3%	-$17.3K	0.09%	50
2023 Q3	$557K	Hold	1,363	–	–	0.1%	49
2023 Q2	$627K	Hold	1,363	–	–	0.13%	44
2023 Q1	$644K	Buy	1,363 +138	+11%	+$64.7K	0.18%	40
2022 Q4	$596K	Buy	+1,225	New	+$569K	0.23%	42

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

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

RW Investment Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 1,246 shares worth $753K. The stake represents 0.07% of the portfolio and ranks #53 among its holdings. This is a return to the name: RW Investment Management previously reported a position in LMT as recently as Q3 2025.

RW Investment Management first reported a position in LMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $809K in Q3 2024. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

RW Investment Management held 1,246 shares of Lockheed Martin worth $753K as of Q1 2026.
Lockheed Martin was a new RW Investment Management position in Q1 2026.
Lockheed Martin made up 0.07% of RW Investment Management's portfolio in Q1 2026, its #53 holding.
RW Investment Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Lockheed Martin position peaked at $809K in Q3 2024.
2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.