SG Americas Securities’s Lockheed Martin LMT Stock Holding History

SG Americas Securities’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
2023 Q1	–	Sell	-77,900	Closed	-$615K	–	3426
2022 Q4	$615K	Buy	+77,900	New	+$36.2M	0.01%	1361
2021 Q2	–	Sell	-31,600	Closed	-$76K	–	3068
2021 Q1	$76K	Hold	31,600	–	–	﹤0.01%	3117
2020 Q4	$158K	Hold	31,600	–	–	﹤0.01%	2769
2020 Q3	$690K	Buy	31,600 +16,600	+111%	+$6.34M	﹤0.01%	1423
2020 Q2	$308K	Buy	+15,000	New	+$5.67M	﹤0.01%	2500
2019 Q4	–	Sell	-35,700	Closed	-$507K	–	3369
2019 Q3	$507K	Buy	+35,700	New	+$13.4M	﹤0.01%	1882
2018 Q4	–	Sell	-6,600	Closed	-$143K	–	3204
2018 Q3	$143K	Buy	+6,600	New	+$2.13M	﹤0.01%	2711
2018 Q2	–	Sell	-6,600	Closed	-$173K	–	3453
2018 Q1	$173K	Buy	+6,600	New	+$2.25M	﹤0.01%	2524
2017 Q1	–	Sell	-11,500	Closed	-$78K	–	3434
2016 Q4	$78K	Hold	11,500	–	–	﹤0.01%	2902
2016 Q3	$69K	Buy	+11,500	New	+$2.88M	﹤0.01%	3144
2016 Q2	–	Sell	-15,100	Closed	-$77K	–	2828
2016 Q1	$77K	Sell	15,100 -2,400	-14%	-$516K	﹤0.01%	2687
2015 Q4	$72K	Buy	+17,500	New	+$3.8M	﹤0.01%	2433
2015 Q3	–	Sell	-17,000	Closed	-$114K	–	2430
2015 Q2	$114K	Hold	17,000	–	–	﹤0.01%	2289
2015 Q1	$283K	Hold	17,000	–	–	﹤0.01%	1711
2014 Q4	$233K	Buy	17,000 +3,000	+21%	+$557K	﹤0.01%	2296
2014 Q3	$151K	Buy	+14,000	New	+$2.38M	﹤0.01%	2141

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

SG Americas Securities's LMT Position: Q1 2026 in Review

SG Americas Securities increased its Lockheed Martin (LMT) stake by 5.4% in Q1 2026, buying an estimated $8.72M and bringing the position to 276,383 shares worth $167M. The position accounts for 0.18% of the portfolio, ranked #94.

SG Americas Securities first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

SG Americas Securities held 276,383 shares of Lockheed Martin worth $167M as of Q1 2026.
SG Americas Securities bought 14,150 Lockheed Martin shares in Q1 2026, an estimated $8.72M.
Lockheed Martin made up 0.18% of SG Americas Securities's portfolio in Q1 2026, its #94 holding.
SG Americas Securities first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.