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Stratos Investment Management’s Lockheed Martin LMT Stock Holding History

Stratos 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 		$2.32M Buy
3,833
+161
+4% +$99.2K 0.09% 131
2025
Q4 		$1.78M Buy
3,672
+203
+6% +$97.1K 0.07% 137
2025
Q3 		$1.73M Buy
3,469
+115
+3% +$52.2K 0.07% 138
2025
Q2 		$1.55M Buy
3,354
+69
+2% +$32.3K 0.07% 159
2025
Q1 		$1.47M Buy
3,285
+298
+10% +$137K 0.08% 138
2024
Q4 		$1.45M Sell
2,987
-593
-17% -$323K 0.09% 116
2024
Q3 		$2.09M Sell
3,580
-78
-2% -$41.9K 0.15% 97
2024
Q2 		$1.71M Buy
3,658
+327
+10% +$151K 0.14% 105
2024
Q1 		$1.52M Sell
3,331
-397
-11% -$174K 0.15% 99
2023
Q4 		$1.69M Sell
3,728
-166
-4% -$73.5K 0.2% 88
2023
Q3 		$1.59M Buy
3,894
+140
+4% +$62.1K 0.24% 79
2023
Q2 		$1.73M Buy
3,754
+430
+13% +$200K 0.27% 75
2023
Q1 		$1.57M Sell
3,324
-25
-0.7% -$11.7K 0.26% 78
2022
Q4 		$1.63M Sell
3,349
-178
-5% -$82.7K 0.29% 77
2022
Q3 		$1.36M Sell
3,527
-308
-8% -$129K 0.28% 80
2022
Q2 		$1.65M Buy
3,835
+331
+9% +$145K 0.31% 75
2022
Q1 		$1.55M Buy
3,504
+462
+15% +$187K 0.26% 81
2021
Q4 		$1.08M Buy
3,042
+282
+10% +$97.5K 0.17% 93
2021
Q3 		$953K Buy
2,760
+670
+32% +$242K 0.17% 103
2021
Q2 		$791K Buy
2,090
+421
+25% +$162K 0.22% 79
2021
Q1 		$617K Sell
1,669
-442
-21% -$152K 0.2% 84
2020
Q4 		$750K Buy
2,111
+269
+15% +$98.9K 0.24% 82
2020
Q3 		$706K Buy
1,842
+317
+21% +$121K 0.26% 79
2020
Q2 		$557K Buy
1,525
+815
+115% +$308K 0.24% 79
2020
Q1 		$241K Sell
710
-703
-50% -$276K 0.13% 89
2019
Q4 		$550K Buy
1,413
+49
+4% +$18.8K 0.26% 71
2019
Q3 		$532K Buy
1,364
+120
+10% +$45.1K 0.3% 60
2019
Q2 		$452K Buy
1,244
+131
+12% +$43.8K 0.29% 59
2019
Q1 		$334K Buy
+1,113
New +$326K 0.26% 60

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

Stratos Investment Management's LMT Position: Q1 2026 in Review

Stratos Investment Management increased its Lockheed Martin (LMT) stake by 4.4% in Q1 2026, buying an estimated $99.2K and bringing the position to 3,833 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #131.

Stratos Investment Management first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stratos Investment Management held 3,833 shares of Lockheed Martin worth $2.32M as of Q1 2026.
  • Stratos Investment Management bought 161 Lockheed Martin shares in Q1 2026, an estimated $99.2K.
  • Lockheed Martin made up 0.09% of Stratos Investment Management's portfolio in Q1 2026, its #131 holding.
  • Stratos Investment Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.