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Tacita Capital’s Lockheed Martin LMT Stock Holding History

Tacita Capital’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 		$109K Buy
180
+46
+34% +$28.3K 0.06% 100
2025
Q4 		$64.8K Sell
134
-8
-6% -$3.83K 0.04% 129
2025
Q3 		$70.9K Hold
142
– – 0.04% 121
2025
Q2 		$65.8K Buy
142
+30
+27% +$14K 0.04% 120
2025
Q1 		$50K Buy
112
+25
+29% +$11.5K 0.04% 128
2024
Q4 		$42.3K Sell
87
-55
-39% -$30K 0.03% 136
2024
Q3 		$83K Hold
142
– – 0.05% 114
2024
Q2 		$66.3K Hold
142
– – 0.05% 127
2024
Q1 		$64.6K Buy
142
+12
+9% +$5.26K 0.04% 133
2023
Q4 		$58.9K Sell
130
-40
-24% -$17.7K 0.04% 131
2023
Q3 		$69.5K Buy
170
+40
+31% +$17.7K 0.05% 128
2023
Q2 		$60K Hold
130
– – 0.04% 131
2023
Q1 		$61K Hold
130
– – 0.05% 119
2022
Q4 		$63K Hold
130
– – 0.05% 109
2022
Q3 		$50K Buy
130
+95
+271% +$39.7K 0.04% 114
2022
Q2 		$15K Sell
35
-10
-22% -$4.39K 0.01% 177
2022
Q1 		$20K Buy
+45
New +$18.2K 0.01% 176
2021
Q2 		– Sell
-20
Closed -$7K – 196
2021
Q1 		$7K Sell
20
-150
-88% -$51.5K ﹤0.01% 183
2020
Q4 		$60K Buy
+170
New +$62.5K 0.04% 137

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

Tacita Capital's LMT Position: Q1 2026 in Review

Tacita Capital increased its Lockheed Martin (LMT) stake by 34% in Q1 2026, buying an estimated $28.3K and bringing the position to 180 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #100.

Tacita Capital first reported a position in LMT in Q4 2020 and has held it in 19 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Tacita Capital held 180 shares of Lockheed Martin worth $109K as of Q1 2026.
  • Tacita Capital bought 46 Lockheed Martin shares in Q1 2026, an estimated $28.3K.
  • Lockheed Martin made up 0.06% of Tacita Capital's portfolio in Q1 2026, its #100 holding.
  • Tacita Capital first reported a position in Lockheed Martin in Q4 2020 and has held it in 19 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.