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Sigma Investment Counselors’s Lockheed Martin LMT Stock Holding History

Sigma Investment Counselors’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 		$458K Hold
757
– – 0.02% 130
2025
Q4 		$366K Hold
757
– – 0.02% 153
2025
Q3 		$378K Hold
757
– – 0.02% 154
2025
Q2 		$351K Sell
757
-6
-0.8% -$2.81K 0.02% 156
2025
Q1 		$341K Sell
763
-94
-11% -$43.3K 0.02% 148
2024
Q4 		$417K Hold
857
– – 0.02% 140
2024
Q3 		$501K Sell
857
-28
-3% -$15K 0.03% 125
2024
Q2 		$413K Hold
885
– – 0.03% 130
2024
Q1 		$403K Hold
885
– – 0.03% 141
2023
Q4 		$401K Sell
885
-43
-5% -$19.1K 0.03% 137
2023
Q3 		$380K Buy
928
+53
+6% +$23.5K 0.03% 138
2023
Q2 		$403K Sell
875
-43
-5% -$20K 0.03% 137
2023
Q1 		$434K Hold
918
– – 0.03% 134
2022
Q4 		$447K Sell
918
-22
-2% -$10.2K 0.04% 127
2022
Q3 		$363K Hold
940
– – 0.03% 136
2022
Q2 		$404K Hold
940
– – 0.03% 135
2022
Q1 		$415K Sell
940
-10
-1% -$4.05K 0.03% 136
2021
Q4 		$337K Buy
950
+40
+4% +$13.8K 0.02% 148
2021
Q3 		$314K Sell
910
-7
-0.8% -$2.53K 0.02% 148
2021
Q2 		$347K Sell
917
-114
-11% -$43.8K 0.03% 142
2021
Q1 		$381K Buy
1,031
+8
+0.8% +$2.75K 0.03% 135
2020
Q4 		$363K Buy
+1,023
New +$376K 0.03% 136
2020
Q3 		– Sell
-960
Closed -$350K – 146
2020
Q2 		$350K Sell
960
-5
-0.5% -$1.89K 0.04% 118
2020
Q1 		$327K Hold
965
– – 0.04% 113
2019
Q4 		$376K Hold
965
– – 0.04% 115
2019
Q3 		$376K Hold
965
– – 0.04% 112
2019
Q2 		$351K Hold
965
– – 0.04% 115
2019
Q1 		$290K Buy
+965
New +$283K 0.04% 125
2018
Q4 		– Sell
-735
Closed -$254K – 150
2018
Q3 		$254K Buy
735
+59
+9% +$19K 0.03% 128
2018
Q2 		$200K Buy
+676
New +$218K 0.03% 134

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

Sigma Investment Counselors's LMT Position: Q1 2026 in Review

Sigma Investment Counselors held its Lockheed Martin (LMT) position steady in Q1 2026 at 757 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #130.

Sigma Investment Counselors first reported a position in LMT in Q2 2018 and has held it in 30 quarters since. The position peaked at $501K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sigma Investment Counselors held 757 shares of Lockheed Martin worth $458K as of Q1 2026.
  • Sigma Investment Counselors left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.02% of Sigma Investment Counselors's portfolio in Q1 2026, its #130 holding.
  • Sigma Investment Counselors first reported a position in Lockheed Martin in Q2 2018 and has held it in 30 quarters since.
  • Sigma Investment Counselors's Lockheed Martin position peaked at $501K in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.