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Stokes Family Office’s Lockheed Martin LMT Stock Holding History

Stokes Family Office’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 		$1.22M Sell
2,013
-238
-11% -$147K 0.13% 116
2025
Q4 		$1.09M Buy
2,251
+1,269
+129% +$607K 0.1% 129
2025
Q3 		$490K Buy
982
+176
+22% +$79.9K 0.05% 183
2025
Q2 		$373K Sell
806
-22
-3% -$10.3K 0.04% 185
2025
Q1 		$370K Sell
828
-835
-50% -$384K 0.04% 183
2024
Q4 		$808K Buy
1,663
+947
+132% +$516K 0.09% 129
2024
Q3 		$419K Sell
716
-508
-42% -$273K 0.05% 169
2024
Q2 		$572K Buy
1,224
+290
+31% +$134K 0.07% 145
2024
Q1 		$425K Buy
+934
New +$409K 0.05% 159
2023
Q4 		– Sell
-1,952
Closed -$798K – 284
2023
Q3 		$798K Sell
1,952
-942
-33% -$418K 0.09% 147
2023
Q2 		$1.33M Sell
2,894
-3
-0.1% -$1.39K 0.15% 109
2023
Q1 		$1.37M Buy
2,897
+543
+23% +$255K 0.17% 101
2022
Q4 		$1.15M Buy
2,354
+202
+9% +$93.9K 0.15% 103
2022
Q3 		$831K Buy
2,152
+216
+11% +$90.2K 0.12% 116
2022
Q2 		$832K Buy
1,936
+104
+6% +$45.7K 0.11% 120
2022
Q1 		$809K Buy
1,832
+751
+69% +$304K 0.11% 120
2021
Q4 		$384K Sell
1,081
-631
-37% -$218K 0.05% 167
2021
Q3 		$591K Sell
1,712
-1,117
-39% -$404K 0.08% 133
2021
Q2 		$1.07M Buy
2,829
+202
+8% +$77.7K 0.15% 91
2021
Q1 		$993K Buy
2,627
+359
+16% +$123K 0.15% 91
2020
Q4 		$805K Buy
2,268
+45
+2% +$16.5K 0.16% 91
2020
Q3 		$852K Buy
2,223
+1,326
+148% +$506K 0.19% 81
2020
Q2 		$327K Buy
+897
New +$339K 0.08% 111

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

Stokes Family Office's LMT Position: Q1 2026 in Review

Stokes Family Office reduced its Lockheed Martin (LMT) stake by 11% in Q1 2026, selling an estimated $147K and leaving 2,013 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #116.

Stokes Family Office first reported a position in LMT in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q1 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stokes Family Office held 2,013 shares of Lockheed Martin worth $1.22M as of Q1 2026.
  • Stokes Family Office sold 238 Lockheed Martin shares in Q1 2026, an estimated $147K.
  • Lockheed Martin made up 0.13% of Stokes Family Office's portfolio in Q1 2026, its #116 holding.
  • Stokes Family Office first reported a position in Lockheed Martin in Q2 2020 and has held it in 23 quarters since.
  • Stokes Family Office's Lockheed Martin position peaked at $1.37M in Q1 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.