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Sitrin Capital Management’s Lockheed Martin LMT Stock Holding History

Sitrin Capital Management’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 		$4.91M Sell
8,125
-27
-0.3% -$16.6K 2.46% 25
2025
Q4 		$3.94M Sell
8,152
-3
-0% -$1.44K 1.87% 30
2025
Q3 		$4.07M Sell
8,155
-117
-1% -$53.1K 1.95% 30
2025
Q2 		$3.83M Sell
8,272
-1,135
-12% -$531K 1.95% 30
2025
Q1 		$4.2M Buy
9,407
+34
+0.4% +$15.7K 2.27% 24
2024
Q4 		$4.55M Buy
9,373
+43
+0.5% +$23.4K 2.3% 27
2024
Q3 		$5.45M Sell
9,330
-26
-0.3% -$14K 2.72% 21
2024
Q2 		$4.37M Buy
9,356
+46
+0.5% +$21.3K 2.32% 25
2024
Q1 		$4.23M Sell
9,310
-46
-0.5% -$20.2K 2.31% 26
2023
Q4 		$4.24M Buy
+9,356
New +$4.15M 2.47% 26

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

Sitrin Capital Management's LMT Position: Q1 2026 in Review

Sitrin Capital Management reduced its Lockheed Martin (LMT) stake by 0.33% in Q1 2026, selling an estimated $16.6K and leaving 8,125 shares worth $4.91M. The position accounts for 2.46% of the portfolio, ranked #25.

Sitrin Capital Management first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.45M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sitrin Capital Management held 8,125 shares of Lockheed Martin worth $4.91M as of Q1 2026.
  • Sitrin Capital Management sold 27 Lockheed Martin shares in Q1 2026, an estimated $16.6K.
  • Lockheed Martin made up 2.46% of Sitrin Capital Management's portfolio in Q1 2026, its #25 holding.
  • Sitrin Capital Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Sitrin Capital Management's Lockheed Martin position peaked at $5.45M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.