SCM
LMT icon

SCS Capital Management’s Lockheed Martin LMT Stock Holding History

SCS Capital 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 		$998K Sell
1,651
-69
-4% -$42.5K 0.01% 272
2025
Q4 		$832K Sell
1,720
-96
-5% -$45.9K 0.01% 300
2025
Q3 		$906K Sell
1,816
-12,525
-87% -$5.68M 0.01% 298
2025
Q2 		$6.64M Buy
14,341
+10,632
+287% +$4.98M 0.07% 133
2025
Q1 		$1.66M Buy
+3,709
New +$1.71M 0.02% 218

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

SCS Capital Management's LMT Position: Q1 2026 in Review

SCS Capital Management reduced its Lockheed Martin (LMT) stake by 4% in Q1 2026, selling an estimated $42.5K and leaving 1,651 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #272.

SCS Capital Management first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.64M in Q2 2025. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • SCS Capital Management held 1,651 shares of Lockheed Martin worth $998K as of Q1 2026.
  • SCS Capital Management sold 69 Lockheed Martin shares in Q1 2026, an estimated $42.5K.
  • Lockheed Martin made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #272 holding.
  • SCS Capital Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Lockheed Martin position peaked at $6.64M in Q2 2025.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.