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Sittner & Nelson’s Lockheed Martin LMT Stock Holding History

Sittner & Nelson’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 		$285K Hold
471
– – 0.1% 134
2025
Q4 		$294K Sell
471
-1
-0.2% -$479 0.1% 127
2025
Q3 		$235K Hold
472
– – 0.09% 136
2025
Q2 		$218K Hold
472
– – 0.09% 138
2025
Q1 		$211K Hold
472
– – 0.09% 131
2024
Q4 		$229K Buy
472
+5
+1% +$2.73K 0.1% 116
2024
Q3 		$273K Buy
467
+20
+4% +$10.7K 0.12% 111
2024
Q2 		$209K Hold
447
– – 0.1% 110
2024
Q1 		$203K Hold
447
– – 0.1% 117
2023
Q4 		$202K Sell
447
-51
-10% -$22.6K 0.11% 110
2023
Q3 		$204K Hold
498
– – 0.12% 104
2023
Q2 		$229K Hold
498
– – 0.13% 97
2023
Q1 		$235K Buy
498
+129
+35% +$60.5K 0.14% 106
2022
Q4 		$180K Buy
369
+1
+0.3% +$465 0.11% 120
2022
Q3 		$142K Sell
368
-28
-7% -$11.7K 0.1% 128
2022
Q2 		$170K Buy
396
+30
+8% +$13.2K 0.11% 111
2022
Q1 		$162K Hold
366
– – 0.09% 114
2021
Q4 		$130K Hold
366
– – 0.08% 126
2021
Q3 		$126K Hold
366
– – 0.08% 122
2021
Q2 		$139K Hold
366
– – 0.1% 109
2021
Q1 		$135K Buy
366
+50
+16% +$17.2K 0.1% 108
2020
Q4 		$112K Buy
+316
New +$116K 0.1% 107

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

Sittner & Nelson's LMT Position: Q1 2026 in Review

Sittner & Nelson held its Lockheed Martin (LMT) position steady in Q1 2026 at 471 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #134.

Sittner & Nelson first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $294K in Q4 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sittner & Nelson held 471 shares of Lockheed Martin worth $285K as of Q1 2026.
  • Sittner & Nelson left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.1% of Sittner & Nelson's portfolio in Q1 2026, its #134 holding.
  • Sittner & Nelson first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Lockheed Martin position peaked at $294K in Q4 2025.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.