SevenBridge Financial Group’s Lockheed Martin LMT Stock Holding History

SevenBridge Financial Group’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	$1.88M	Sell	3,378 -10	-0.3%	-$6.16K	0.29%	85
2025 Q4	$1.97M	Buy	3,388 +5	+0.1%	+$2.39K	0.32%	84
2025 Q3	$1.55M	Sell	3,383 -852	-20%	-$387K	0.25%	96
2025 Q2	$1.83M	Sell	4,235 -936	-18%	-$438K	0.32%	98
2025 Q1	$2.45M	Sell	5,171 -1,848	-26%	-$851K	0.48%	72
2024 Q4	$3.15M	Buy	7,019 +804	+13%	+$438K	0.6%	54
2024 Q3	$3.55M	Buy	6,215 +207	+3%	+$111K	0.68%	48
2024 Q2	$3.25M	Buy	6,008 +780	+15%	+$360K	0.72%	43
2024 Q1	$2.41M	Sell	5,228 -219	-4%	-$96K	0.55%	59
2023 Q4	$2.47M	Hold	5,447	–	–	0.58%	59
2023 Q3	$2.23M	Buy	5,447 +59	+1%	+$26.2K	0.58%	59
2023 Q2	$2.48M	Sell	5,388 -61	-1%	-$28.3K	0.64%	50
2023 Q1	$2.58M	Sell	5,449 -6	-0.1%	-$2.81K	0.71%	44
2022 Q4	$2.65M	Buy	5,455 +10	+0.2%	+$4.65K	0.78%	40
2022 Q3	$2.1M	Buy	5,445 +9	+0.2%	+$3.76K	0.71%	45
2022 Q2	$2.34M	Sell	5,436 -224	-4%	-$98.4K	0.94%	35
2022 Q1	$2.5M	Sell	5,660 -175	-3%	-$70.9K	0.88%	34
2021 Q4	$2.07M	Sell	5,835 -79	-1%	-$27.3K	0.63%	42
2021 Q3	$2.04M	Buy	5,914 +19	+0.3%	+$6.88K	0.68%	42
2021 Q2	$2.23M	Buy	5,895 +338	+6%	+$130K	0.73%	41
2021 Q1	$2.05M	Buy	5,557 +3	+0.1%	+$1.03K	0.75%	39
2020 Q4	$1.97M	Buy	5,554 +52	+0.9%	+$19.1K	0.77%	37
2020 Q3	$2.11M	Buy	5,502 +43	+0.8%	+$16.4K	0.96%	29
2020 Q2	$1.99M	Sell	5,459 -199	-4%	-$75.2K	0.99%	29
2020 Q1	$1.92M	Buy	5,658 +150	+3%	+$59K	1.11%	29
2019 Q4	$2.15M	Sell	5,508 -84	-2%	-$32.2K	0.56%	41
2019 Q3	$2.18M	Sell	5,592 -35	-0.6%	-$13.2K	1.15%	29
2019 Q2	$2.05M	Buy	5,627 +75	+1%	+$25.1K	0.73%	37
2019 Q1	$1.67M	Buy	5,552 +6	+0.1%	+$1.76K	0.63%	46
2018 Q4	$1.45M	Sell	5,546 -14	-0.3%	-$4.25K	0.89%	37
2018 Q3	$1.92M	Sell	5,560 -9	-0.2%	-$2.9K	1.02%	33
2018 Q2	$1.65M	Buy	5,569 +271	+5%	+$87.4K	0.92%	35
2018 Q1	$1.79M	Sell	5,298 -82	-2%	-$27.9K	1.03%	32
2017 Q4	$1.73M	Sell	5,380 -298	-5%	-$93.9K	0.96%	34
2017 Q3	$1.76M	Buy	5,678 +163	+3%	+$48.6K	1.01%	31
2017 Q2	$1.53M	Buy	5,515 +429	+8%	+$118K	0.93%	35
2017 Q1	$1.37M	Buy	5,086 +1,389	+38%	+$364K	0.9%	35
2016 Q4	$861K	Hold	3,697	–	–	0.63%	48
2016 Q3	$861K	Sell	3,697 -1,379	-27%	-$345K	0.63%	48
2016 Q2	$1.26M	Sell	5,076 -77,101	-94%	-$18.2M	0.88%	41
2016 Q1	$371K	Buy	+82,177	New	+$17.7M	0.03%	74

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

SevenBridge Financial Group's LMT Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Lockheed Martin (LMT) stake by 0.3% in Q1 2026, selling an estimated $6.16K and leaving 3,378 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #85.

SevenBridge Financial Group first reported a position in LMT in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.55M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

SevenBridge Financial Group held 3,378 shares of Lockheed Martin worth $1.88M as of Q1 2026.
SevenBridge Financial Group sold 10 Lockheed Martin shares in Q1 2026, an estimated $6.16K.
Lockheed Martin made up 0.29% of SevenBridge Financial Group's portfolio in Q1 2026, its #85 holding.
SevenBridge Financial Group first reported a position in Lockheed Martin in Q1 2016 and has held it in 41 quarters since.
SevenBridge Financial Group's Lockheed Martin position peaked at $3.55M in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.