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Savant Capital’s Lockheed Martin LMT Stock Holding History

Savant Capital’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 		$5.47M Sell
9,052
-439
-5% -$270K 0.03% 253
2025
Q4 		$4.59M Buy
9,491
+1,976
+26% +$946K 0.03% 258
2025
Q3 		$3.75M Sell
7,515
-667
-8% -$303K 0.02% 275
2025
Q2 		$3.79M Buy
8,182
+999
+14% +$468K 0.03% 252
2025
Q1 		$3.21M Sell
7,183
-2,727
-28% -$1.26M 0.03% 248
2024
Q4 		$4.82M Buy
9,910
+631
+7% +$344K 0.04% 239
2024
Q3 		$5.42M Buy
9,279
+1,564
+20% +$840K 0.05% 210
2024
Q2 		$3.6M Buy
7,715
+852
+12% +$394K 0.04% 244
2024
Q1 		$3.12M Buy
6,863
+1,255
+22% +$550K 0.04% 252
2023
Q4 		$2.54M Buy
5,608
+202
+4% +$89.5K 0.03% 244
2023
Q3 		$2.21M Buy
5,406
+377
+7% +$167K 0.03% 247
2023
Q2 		$2.32M Buy
5,029
+681
+16% +$316K 0.04% 233
2023
Q1 		$2.06M Sell
4,348
-298
-6% -$140K 0.04% 210
2022
Q4 		$2.02M Buy
4,646
+687
+17% +$319K 0.05% 163
2022
Q3 		$1.53M Buy
3,959
+117
+3% +$48.9K 0.05% 182
2022
Q2 		$1.65M Buy
3,842
+641
+20% +$281K 0.05% 170
2022
Q1 		$1.41M Buy
3,201
+77
+2% +$31.2K 0.05% 199
2021
Q4 		$1.11M Buy
3,124
+377
+14% +$130K 0.04% 224
2021
Q3 		$948K Buy
2,747
+36
+1% +$13K 0.03% 224
2021
Q2 		$1.03M Buy
2,711
+3
+0.1% +$1.15K 0.04% 204
2021
Q1 		$1M Sell
2,708
-93
-3% -$31.9K 0.05% 197
2020
Q4 		$994K Sell
2,801
-105
-4% -$38.6K 0.06% 188
2020
Q3 		$1.11M Sell
2,906
-77
-3% -$29.4K 0.08% 165
2020
Q2 		$1.09M Buy
2,983
+108
+4% +$40.8K 0.08% 158
2020
Q1 		$974K Buy
2,875
+869
+43% +$342K 0.09% 154
2019
Q4 		$781K Buy
2,006
+280
+16% +$107K 0.1% 161
2019
Q3 		$673K Buy
1,726
+54
+3% +$20.3K 0.09% 159
2019
Q2 		$608K Buy
1,672
+25
+2% +$8.36K 0.09% 166
2019
Q1 		$494K Sell
1,647
-31
-2% -$9.09K 0.09% 152
2018
Q4 		$439K Buy
1,678
+30
+2% +$9.1K 0.09% 153
2018
Q3 		$570K Buy
1,648
+46
+3% +$14.8K 0.1% 147
2018
Q2 		$473K Sell
1,602
-20
-1% -$6.45K 0.1% 152
2018
Q1 		$548K Sell
1,622
-57
-3% -$19.4K 0.12% 136
2017
Q4 		$539K Buy
1,679
+57
+4% +$18K 0.11% 141
2017
Q3 		$503K Buy
1,622
+40
+3% +$11.9K 0.11% 139
2017
Q2 		$439K Sell
1,582
-3
-0.2% -$824 0.1% 154
2017
Q1 		$424K Sell
1,585
-72
-4% -$18.9K 0.1% 155
2016
Q4 		$414K Buy
1,657
+21
+1% +$5.25K 0.11% 151
2016
Q3 		$392K Buy
1,636
+10
+0.6% +$2.5K 0.11% 151
2016
Q2 		$404K Buy
1,626
+192
+13% +$45.3K 0.12% 144
2016
Q1 		$318K Buy
1,434
+110
+8% +$23.7K 0.1% 157
2015
Q4 		$288K Sell
1,324
-111
-8% -$24.1K 0.09% 173
2015
Q3 		$297K Buy
1,435
+106
+8% +$21.6K 0.11% 154
2015
Q2 		$247K Buy
1,329
+154
+13% +$29.7K 0.08% 191
2015
Q1 		$238K Hold
1,175
– – 0.08% 192
2014
Q4 		$226K Buy
+1,175
New +$218K 0.09% 198

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

Savant Capital's LMT Position: Q1 2026 in Review

Savant Capital reduced its Lockheed Martin (LMT) stake by 4.6% in Q1 2026, selling an estimated $270K and leaving 9,052 shares worth $5.47M. The position accounts for 0.03% of the portfolio, ranked #253.

Savant Capital first reported a position in LMT in Q4 2014 and has held it in 46 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Savant Capital held 9,052 shares of Lockheed Martin worth $5.47M as of Q1 2026.
  • Savant Capital sold 439 Lockheed Martin shares in Q1 2026, an estimated $270K.
  • Lockheed Martin made up 0.03% of Savant Capital's portfolio in Q1 2026, its #253 holding.
  • Savant Capital first reported a position in Lockheed Martin in Q4 2014 and has held it in 46 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.