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Studio Investment Management’s Lockheed Martin LMT Stock Holding History

Studio 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 		$436K Sell
721
-32
-4% -$19.7K 0.08% 126
2025
Q4 		$364K Buy
753
+9
+1% +$4.31K 0.07% 140
2025
Q3 		$371K Buy
744
+6
+0.8% +$2.72K 0.07% 132
2025
Q2 		$342K Buy
738
+2
+0.3% +$936 0.07% 147
2025
Q1 		$329K Buy
736
+40
+6% +$18.4K 0.07% 143
2024
Q4 		$338K Sell
696
-11
-2% -$6K 0.07% 135
2024
Q3 		$413K Buy
707
+7
+1% +$3.76K 0.09% 124
2024
Q2 		$327K Buy
700
+24
+4% +$11.1K 0.07% 130
2024
Q1 		$307K Buy
676
+76
+13% +$33.3K 0.07% 133
2023
Q4 		$272K Sell
600
-121
-17% -$53.6K 0.07% 132
2023
Q3 		$295K Buy
721
+39
+6% +$17.3K 0.08% 127
2023
Q2 		$314K Buy
682
+11
+2% +$5.11K 0.09% 113
2023
Q1 		$317K Sell
671
-180
-21% -$84.4K 0.1% 108
2022
Q4 		$414K Sell
851
-118
-12% -$54.8K 0.13% 85
2022
Q3 		$374K Sell
969
-17
-2% -$7.1K 0.13% 84
2022
Q2 		$424K Sell
986
-214
-18% -$94K 0.15% 73
2022
Q1 		$530K Sell
1,200
-34
-3% -$13.8K 0.17% 71
2021
Q4 		$439K Buy
1,234
+335
+37% +$116K 0.16% 81
2021
Q3 		$310K Buy
+899
New +$325K 0.13% 82

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

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

Studio Investment Management reduced its Lockheed Martin (LMT) stake by 4.2% in Q1 2026, selling an estimated $19.7K and leaving 721 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #126.

Studio Investment Management first reported a position in LMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $530K in Q1 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Studio Investment Management held 721 shares of Lockheed Martin worth $436K as of Q1 2026.
  • Studio Investment Management sold 32 Lockheed Martin shares in Q1 2026, an estimated $19.7K.
  • Lockheed Martin made up 0.08% of Studio Investment Management's portfolio in Q1 2026, its #126 holding.
  • Studio Investment Management first reported a position in Lockheed Martin in Q3 2021 and has held it in 19 quarters since.
  • Studio Investment Management's Lockheed Martin position peaked at $530K in Q1 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.