Syntax Research’s Lockheed Martin LMT Stock Holding History

Syntax Research’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	$633K	Sell	1,047 -2,499	-70%	-$1.54M	0.4%	47
2025 Q4	$1.72M	Buy	3,546 +1	+0%	+$479	1.06%	34
2025 Q3	$1.77M	Buy	3,545 +2,501	+240%	+$1.13M	1.14%	32
2025 Q2	$484K	Buy	1,044 +1	+0.1%	+$468	0.34%	50
2025 Q1	$466K	Buy	1,043 +1	+0.1%	+$460	0.32%	54
2024 Q4	$506K	Buy	1,042 +1	+0.1%	+$545	0.36%	42
2024 Q3	$609K	Hold	1,041	–	–	0.41%	41
2024 Q2	$486K	Buy	1,041 +2	+0.2%	+$924	0.38%	38
2024 Q1	$473K	Buy	1,039 +31	+3%	+$13.6K	0.36%	43
2023 Q4	$457K	Buy	1,008 +27	+3%	+$12K	0.38%	42
2023 Q3	$401K	Buy	+981	New	+$435K	0.33%	46

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return