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TAGStone Capital’s Lockheed Martin LMT Stock Holding History

TAGStone 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 		$262K Hold
434
– – 0.09% 120
2025
Q4 		$217K Hold
434
– – 0.08% 111
2025
Q3 		$217K Buy
+434
New +$197K 0.09% 108
2025
Q1 		– Sell
-445
Closed -$216K – 100
2024
Q4 		$216K Buy
445
+11
+3% +$6K 0.11% 90
2024
Q3 		$254K Hold
434
– – 0.13% 82
2024
Q2 		$203K Buy
+434
New +$201K 0.12% 88
2023
Q2 		– Sell
-434
Closed -$205K – 84
2023
Q1 		$205K Hold
434
– – 0.15% 78
2022
Q4 		$211K Buy
+434
New +$202K 0.17% 70

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

TAGStone Capital's LMT Position: Q1 2026 in Review

TAGStone Capital held its Lockheed Martin (LMT) position steady in Q1 2026 at 434 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #120.

TAGStone Capital first reported a position in LMT in Q4 2022 and has held it in 8 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • TAGStone Capital held 434 shares of Lockheed Martin worth $262K as of Q1 2026.
  • TAGStone Capital left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.09% of TAGStone Capital's portfolio in Q1 2026, its #120 holding.
  • TAGStone Capital first reported a position in Lockheed Martin in Q4 2022 and has held it in 8 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.