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Silver Oak Securities’s Lockheed Martin LMT Stock Holding History

Silver Oak 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
2026
Q1 		$2.02M Buy
3,343
+1,344
+67% +$828K 0.15% 152
2025
Q4 		$975K Sell
1,999
-165
-8% -$79K 0.07% 292
2025
Q3 		$1.08M Buy
2,164
+937
+76% +$425K 0.08% 245
2025
Q2 		$568K Sell
1,227
-46
-4% -$21.5K 0.05% 376
2025
Q1 		$562K Buy
1,273
+120
+10% +$55.2K 0.05% 350
2024
Q4 		$557K Sell
1,153
-338
-23% -$184K 0.05% 351
2024
Q3 		$868K Buy
1,491
+220
+17% +$118K 0.09% 230
2024
Q2 		$594K Sell
1,271
-295
-19% -$136K 0.09% 197
2024
Q1 		$712K Sell
1,566
-189
-11% -$82.8K 0.11% 183
2023
Q4 		$796K Buy
1,755
+965
+122% +$428K 0.11% 205
2023
Q3 		$323K Sell
790
-1,055
-57% -$468K 0.07% 213
2023
Q2 		$849K Buy
1,845
+134
+8% +$62.2K 0.14% 159
2023
Q1 		$809K Buy
1,711
+253
+17% +$119K 0.13% 136
2022
Q4 		$709K Buy
1,458
+668
+85% +$310K 0.13% 123
2022
Q3 		$323K Sell
790
-225
-22% -$94K 0.07% 213
2022
Q2 		$402K Buy
1,015
+325
+47% +$143K 0.09% 153
2022
Q1 		$318K Buy
+690
New +$280K 0.06% 225

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

Silver Oak Securities's LMT Position: Q1 2026 in Review

Silver Oak Securities increased its Lockheed Martin (LMT) stake by 67% in Q1 2026, buying an estimated $828K and bringing the position to 3,343 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #152.

Silver Oak Securities first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Silver Oak Securities held 3,343 shares of Lockheed Martin worth $2.02M as of Q1 2026.
  • Silver Oak Securities bought 1,344 Lockheed Martin shares in Q1 2026, an estimated $828K.
  • Lockheed Martin made up 0.15% of Silver Oak Securities's portfolio in Q1 2026, its #152 holding.
  • Silver Oak Securities first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.