Scholtz & Company’s Lockheed Martin LMT Stock Holding History

Scholtz & Company’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	$393K	Sell	650 -325	-33%	-$200K	0.2%	39
2025 Q4	$472K	Hold	975	–	–	0.2%	42
2025 Q3	$487K	Sell	975 -25	-3%	-$11.3K	0.21%	41
2025 Q2	$463K	Sell	1,000 -25	-2%	-$11.7K	0.2%	41
2025 Q1	$458K	Sell	1,025 -525	-34%	-$242K	0.23%	39
2024 Q4	$753K	Hold	1,550	–	–	0.36%	34
2024 Q3	$906K	Sell	1,550 -100	-6%	-$53.7K	0.43%	34
2024 Q2	$771K	Sell	1,650 -10	-0.6%	-$4.62K	0.33%	36
2024 Q1	$755K	Sell	1,660 -100	-6%	-$43.8K	0.33%	35
2023 Q4	$798K	Buy	+1,760	New	+$780K	0.4%	41
2020 Q4	–	Sell	-683	Closed	-$262K	–	76
2020 Q3	$262K	Sell	683 -6	-0.9%	-$2.29K	0.11%	62
2020 Q2	$251K	Hold	689	–	–	0.13%	55
2020 Q1	$234K	Sell	689 -55	-7%	-$21.6K	0.18%	47
2019 Q4	$290K	Buy	+744	New	+$286K	0.17%	54

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

Scholtz & Company's LMT Position: Q1 2026 in Review

Scholtz & Company reduced its Lockheed Martin (LMT) stake by 33% in Q1 2026, selling an estimated $200K and leaving 650 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #39.

Scholtz & Company first reported a position in LMT in Q4 2019 and has held it in 14 quarters since. The position peaked at $906K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Scholtz & Company held 650 shares of Lockheed Martin worth $393K as of Q1 2026.
Scholtz & Company sold 325 Lockheed Martin shares in Q1 2026, an estimated $200K.
Lockheed Martin made up 0.2% of Scholtz & Company's portfolio in Q1 2026, its #39 holding.
Scholtz & Company first reported a position in Lockheed Martin in Q4 2019 and has held it in 14 quarters since.
Scholtz & Company's Lockheed Martin position peaked at $906K in Q3 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.