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Tepp RIA’s Lockheed Martin LMT Stock Holding History

Tepp RIA’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 		$306K Hold
506
– – 0.24% 34
2025
Q4 		$245K Sell
506
-54
-10% -$25.8K 0.24% 33
2025
Q3 		$280K Sell
560
-32
-5% -$14.5K 0.32% 33
2025
Q2 		$274K Buy
592
+38
+7% +$17.8K 0.35% 25
2025
Q1 		$247K Sell
554
-182
-25% -$83.8K 0.34% 24
2024
Q4 		$358K Buy
+736
New +$401K 0.53% 20

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

Tepp RIA's LMT Position: Q1 2026 in Review

Tepp RIA held its Lockheed Martin (LMT) position steady in Q1 2026 at 506 shares worth $306K. The position accounts for 0.24% of the portfolio, ranked #34.

Tepp RIA first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q4 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Tepp RIA held 506 shares of Lockheed Martin worth $306K as of Q1 2026.
  • Tepp RIA left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.24% of Tepp RIA's portfolio in Q1 2026, its #34 holding.
  • Tepp RIA first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Tepp RIA's Lockheed Martin position peaked at $358K in Q4 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.