Saxon Interests’s Lockheed Martin LMT Stock Holding History

Saxon Interests’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	$396K	Sell	656 -18	-3%	-$11.1K	0.14%	163
2025 Q4	$326K	Buy	674 +10	+2%	+$4.79K	0.11%	164
2025 Q3	$302K	Sell	664 -18	-3%	-$8.17K	0.12%	159
2025 Q2	$304K	Hold	682	–	–	0.14%	142
2025 Q1	$304K	Sell	682 -24	-3%	-$11K	0.14%	142
2024 Q4	$343K	Sell	706 -1	-0.1%	-$545	0.15%	129
2024 Q3	$413K	Sell	707 -25	-3%	-$13.4K	0.19%	116
2024 Q2	$342K	Sell	732 -78	-10%	-$36K	0.16%	126
2024 Q1	$368K	Sell	810 -6	-0.7%	-$2.63K	0.18%	125
2023 Q4	$370K	Buy	+816	New	+$362K	0.19%	124
2023 Q3	–	Sell	-781	Closed	-$359K	–	142
2023 Q2	$359K	Sell	781 -10	-1%	-$4.64K	0.19%	114
2023 Q1	$374K	Buy	791 +3	+0.4%	+$1.41K	0.21%	120
2022 Q4	$361K	Sell	788 -22	-3%	-$10.2K	0.21%	111
2022 Q3	$326K	Buy	810 +72	+10%	+$30.1K	0.2%	102
2022 Q2	$317K	Buy	738 +165	+29%	+$72.5K	0.19%	110
2022 Q1	$253K	Buy	+573	New	+$232K	0.13%	122

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

Saxon Interests's LMT Position: Q1 2026 in Review

Saxon Interests reduced its Lockheed Martin (LMT) stake by 2.7% in Q1 2026, selling an estimated $11.1K and leaving 656 shares worth $396K. The position accounts for 0.14% of the portfolio, ranked #163.

Saxon Interests first reported a position in LMT in Q1 2022 and has held it in 16 quarters since. The position peaked at $413K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Saxon Interests held 656 shares of Lockheed Martin worth $396K as of Q1 2026.
Saxon Interests sold 18 Lockheed Martin shares in Q1 2026, an estimated $11.1K.
Lockheed Martin made up 0.14% of Saxon Interests's portfolio in Q1 2026, its #163 holding.
Saxon Interests first reported a position in Lockheed Martin in Q1 2022 and has held it in 16 quarters since.
Saxon Interests's Lockheed Martin position peaked at $413K in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.