Smart Money Group’s Lockheed Martin LMT Stock Holding History

Smart Money Group’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	$1.46M	Buy	2,417 +50	+2%	+$30.8K	0.43%	29
2025 Q4	$1.14M	Sell	2,367 -13	-0.5%	-$6.22K	0.33%	38
2025 Q3	$1.19M	Buy	2,380 +105	+5%	+$47.6K	0.35%	33
2025 Q2	$1.05M	Buy	2,275 +251	+12%	+$117K	0.33%	36
2025 Q1	$904K	Buy	2,024 +574	+40%	+$264K	0.31%	42
2024 Q4	$704K	Buy	1,450 +80	+6%	+$43.6K	0.24%	65
2024 Q3	$748K	Buy	1,370 +97	+8%	+$52.1K	0.27%	56
2024 Q2	$690K	Buy	1,273 +153	+14%	+$70.7K	0.25%	54
2024 Q1	$521K	Buy	1,120 +406	+57%	+$178K	0.2%	60
2023 Q4	$324K	Buy	714 +97	+16%	+$43K	0.14%	64
2023 Q3	$252K	Buy	617 +152	+33%	+$67.4K	0.12%	65
2023 Q2	$214K	Buy	+465	New	+$216K	0.1%	59

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

Smart Money Group's LMT Position: Q1 2026 in Review

Smart Money Group increased its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, buying an estimated $30.8K and bringing the position to 2,417 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #29.

Smart Money Group first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Smart Money Group held 2,417 shares of Lockheed Martin worth $1.46M as of Q1 2026.
Smart Money Group bought 50 Lockheed Martin shares in Q1 2026, an estimated $30.8K.
Lockheed Martin made up 0.43% of Smart Money Group's portfolio in Q1 2026, its #29 holding.
Smart Money Group first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.