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Safe Harbor Fiduciary’s Lockheed Martin LMT Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-158
Closed -$76.4K – 126
2025
Q4 		$76.4K Buy
+158
New +$75.6K 0.07% 81
2025
Q2 		$1.37M Buy
2,950
+2,792
+1,767% +$1.31M 1.28% 23
2025
Q1 		$70.6K Hold
158
– – 0.07% 96
2024
Q4 		$76.8K Hold
158
– – 0.08% 97
2024
Q3 		$92.4K Buy
+158
New +$84.8K 0.09% 85

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

Safe Harbor Fiduciary's LMT Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 158 shares — an estimated $76.4K sold.

Safe Harbor Fiduciary first reported a position in LMT in Q3 2024 and held it in 5 quarters. The position peaked at $1.37M in Q2 2025. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 158 Lockheed Martin shares in Q1 2026, an estimated $76.4K.
  • Safe Harbor Fiduciary first reported a position in Lockheed Martin in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Lockheed Martin position peaked at $1.37M in Q2 2025.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.