Shoker Investment Counsel’s Lockheed Martin LMT Stock Holding History

Shoker Investment Counsel’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	$2.83M	Sell	4,676 -2,209	-32%	-$1.36M	0.84%	33
2025 Q4	$3.33M	Buy	6,885 +7	+0.1%	+$3.35K	0.98%	26
2025 Q3	$3.43M	Buy	6,878 +6,403	+1,348%	+$2.91M	1.01%	25
2025 Q2	$220K	Buy	475 +3	+0.6%	+$1.4K	0.07%	106
2025 Q1	$211K	Sell	472 -15	-3%	-$6.91K	0.07%	101
2024 Q4	$237K	Buy	487 +3	+0.6%	+$1.64K	0.08%	94
2024 Q3	$283K	Buy	484 +3	+0.6%	+$1.61K	0.1%	89
2024 Q2	$225K	Buy	481 +3	+0.6%	+$1.39K	0.08%	92
2024 Q1	$217K	Buy	478 +3	+0.6%	+$1.31K	0.08%	94
2023 Q4	$215K	Buy	+475	New	+$210K	0.08%	89

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

Shoker Investment Counsel's LMT Position: Q1 2026 in Review

Shoker Investment Counsel reduced its Lockheed Martin (LMT) stake by 32% in Q1 2026, selling an estimated $1.36M and leaving 4,676 shares worth $2.83M. The position accounts for 0.84% of the portfolio, ranked #33.

Shoker Investment Counsel first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.43M in Q3 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Shoker Investment Counsel held 4,676 shares of Lockheed Martin worth $2.83M as of Q1 2026.
Shoker Investment Counsel sold 2,209 Lockheed Martin shares in Q1 2026, an estimated $1.36M.
Lockheed Martin made up 0.84% of Shoker Investment Counsel's portfolio in Q1 2026, its #33 holding.
Shoker Investment Counsel first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Shoker Investment Counsel's Lockheed Martin position peaked at $3.43M in Q3 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.