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Stone House Investment Management’s Lockheed Martin LMT Stock Holding History

Stone House Investment 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 		$34.8K Buy
58
+2
+4% +$1.23K 0.01% 218
2025
Q4 		$26.9K Hold
56
– – ﹤0.01% 223
2025
Q3 		$27.7K Sell
56
-119
-68% -$54K ﹤0.01% 199
2025
Q2 		$80.8K Buy
175
+130
+289% +$60.9K 0.01% 119
2025
Q1 		$19.9K Buy
+45
New +$20.7K ﹤0.01% 208
2024
Q4 		– Sell
-45
Closed -$26K – 217
2024
Q3 		$26K Hold
45
– – 0.01% 163
2024
Q2 		$20.8K Hold
45
– – 0.01% 187
2024
Q1 		$20.3K Buy
45
+1
+2% +$438 ﹤0.01% 190
2023
Q4 		$20.1K Sell
44
-100
-69% -$44.3K 0.01% 121
2023
Q3 		$59K Hold
144
– – 0.02% 75
2023
Q2 		$66.4K Buy
144
+100
+227% +$46.4K 0.02% 74
2023
Q1 		$20.8K Buy
+44
New +$20.6K 0.01% 124
2019
Q2 		– Sell
-146
Closed -$44K – 131
2019
Q1 		$44K Buy
+146
New +$42.8K 0.02% 98

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

Stone House Investment Management's LMT Position: Q1 2026 in Review

Stone House Investment Management increased its Lockheed Martin (LMT) stake by 3.6% in Q1 2026, buying an estimated $1.23K and bringing the position to 58 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #218.

Stone House Investment Management first reported a position in LMT in Q1 2019 and has held it in 13 quarters since. The position peaked at $80.8K in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stone House Investment Management held 58 shares of Lockheed Martin worth $34.8K as of Q1 2026.
  • Stone House Investment Management bought 2 Lockheed Martin shares in Q1 2026, an estimated $1.23K.
  • Lockheed Martin made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #218 holding.
  • Stone House Investment Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 13 quarters since.
  • Stone House Investment Management's Lockheed Martin position peaked at $80.8K in Q2 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.