SFM
LMT icon

Stack Financial Management’s Lockheed Martin LMT Stock Holding History

Stack Financial 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 		$25.8M Sell
42,665
-738
-2% -$455K 1.89% 17
2025
Q4 		$21M Sell
43,403
-1,306
-3% -$625K 1.6% 25
2025
Q3 		$22.3M Sell
44,709
-283
-0.6% -$128K 1.85% 19
2025
Q2 		$20.8M Sell
44,992
-999
-2% -$468K 1.84% 23
2025
Q1 		$20.5M Sell
45,991
-1,091
-2% -$502K 1.71% 24
2024
Q4 		$22.9M Sell
47,082
-157
-0.3% -$85.6K 2.09% 16
2024
Q3 		$27.6M Buy
47,239
+458
+1% +$246K 2.48% 12
2024
Q2 		$21.9M Sell
46,781
-111
-0.2% -$51.3K 2.02% 19
2024
Q1 		$21.3M Sell
46,892
-644
-1% -$282K 1.96% 20
2023
Q4 		$21.5M Sell
47,536
-1,295
-3% -$574K 2.43% 15
2023
Q3 		$20M Buy
48,831
+406
+0.8% +$180K 2.33% 16
2023
Q2 		$22.3M Buy
48,425
+812
+2% +$377K 2.49% 13
2023
Q1 		$22.5M Buy
47,613
+512
+1% +$240K 2.74% 14
2022
Q4 		$22.9M Buy
47,101
+287
+0.6% +$133K 2.3% 15
2022
Q3 		$18.1M Buy
46,814
+768
+2% +$321K 1.9% 21
2022
Q2 		$19.8M Sell
46,046
-93
-0.2% -$40.8K 1.97% 18
2022
Q1 		$20.4M Buy
46,139
+1,006
+2% +$408K 1.64% 23
2021
Q4 		$16M Sell
45,133
-933
-2% -$323K 1.38% 33
2021
Q3 		$15.9M Buy
46,066
+207
+0.5% +$74.9K 1.52% 32
2021
Q2 		$17.4M Buy
45,859
+612
+1% +$235K 1.49% 30
2021
Q1 		$16.7M Buy
45,247
+1,288
+3% +$442K 1.41% 36
2020
Q4 		$15.6M Buy
43,959
+19,177
+77% +$7.05M 1.38% 35
2020
Q3 		$9.5M Buy
24,782
+77
+0.3% +$29.4K 0.95% 40
2020
Q2 		$9.02M Buy
+24,705
New +$9.33M 1.03% 37

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

Stack Financial Management's LMT Position: Q1 2026 in Review

Stack Financial Management reduced its Lockheed Martin (LMT) stake by 1.7% in Q1 2026, selling an estimated $455K and leaving 42,665 shares worth $25.8M. The position accounts for 1.89% of the portfolio, ranked #17.

Stack Financial Management first reported a position in LMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $27.6M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stack Financial Management held 42,665 shares of Lockheed Martin worth $25.8M as of Q1 2026.
  • Stack Financial Management sold 738 Lockheed Martin shares in Q1 2026, an estimated $455K.
  • Lockheed Martin made up 1.89% of Stack Financial Management's portfolio in Q1 2026, its #17 holding.
  • Stack Financial Management first reported a position in Lockheed Martin in Q2 2020 and has held it in 24 quarters since.
  • Stack Financial Management's Lockheed Martin position peaked at $27.6M in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.