Susquehanna Fundamental Investments’s Lockheed Martin LMT Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-43,854	Closed	-$21.2M	–	605
2025 Q4	$21.2M	Hold	43,854	–	–	0.72%	37
2025 Q3	$21.9M	Sell	43,854 -301	-0.7%	-$137K	0.86%	27
2025 Q2	$20.4M	Hold	44,155	–	–	0.55%	46
2025 Q1	$19.7M	Sell	44,155 -986	-2%	-$454K	0.28%	79
2024 Q4	$21.9M	Buy	+45,141	New	+$24.6M	0.31%	68
2024 Q2	$31M	Buy	+66,299	New	+$30.6M	0.71%	21
2023 Q1	–	Sell	-50,767	Closed	-$24.7M	–	1036
2022 Q4	$24.7M	Buy	50,767 +42,121	+487%	+$19.6M	0.43%	48
2022 Q3	$3.34M	Buy	+8,646	New	+$3.61M	0.06%	438
2022 Q1	$3.82M	Buy	+8,646	New	+$3.5M	0.07%	365
2021 Q4	–	Sell	-13,498	Closed	-$4.66M	–	1628
2021 Q3	$4.66M	Sell	13,498 -50,047	-79%	-$18.1M	0.09%	310
2021 Q2	$24M	Buy	+63,545	New	+$24.4M	0.44%	28
2018 Q4	–	Sell	-7,012	Closed	-$2.43M	–	356
2018 Q3	$2.43M	Sell	7,012 -8,103	-54%	-$2.61M	0.41%	84
2018 Q2	$4.46M	Buy	15,115 +7,012	+87%	+$2.26M	0.66%	37
2018 Q1	$2.74M	Buy	+8,103	New	+$2.76M	0.33%	111

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's LMT Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 43,854 shares — an estimated $21.2M sold.

Susquehanna Fundamental Investments first reported a position in LMT in Q1 2018 and held it in 14 quarters. The position peaked at $31M in Q2 2024. 2,919 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Susquehanna Fundamental Investments reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 43,854 Lockheed Martin shares in Q1 2026, an estimated $21.2M.
Susquehanna Fundamental Investments first reported a position in Lockheed Martin in Q1 2018 and held it in 14 quarters.
Susquehanna Fundamental Investments's Lockheed Martin position peaked at $31M in Q2 2024.
2,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.