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Tidal Investments’s Lockheed Martin LMT Stock Holding History

Tidal 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 		$39.9M Buy
66,033
+22,951
+53% +$14.1M 0.08% 219
2025
Q4 		$20.8M Sell
43,082
-1,569
-4% -$751K 0.05% 289
2025
Q3 		$22.3M Buy
44,651
+33,255
+292% +$15.1M 0.04% 290
2025
Q2 		$5.28M Sell
11,396
-3,178
-22% -$1.49M 0.03% 441
2025
Q1 		$6.51M Sell
14,574
-64,259
-82% -$29.6M 0.05% 348
2024
Q4 		$38.3M Buy
78,833
+52,955
+205% +$28.9M 0.3% 58
2024
Q3 		$15.1M Buy
25,878
+13,315
+106% +$7.15M 0.16% 124
2024
Q2 		$5.87M Sell
12,563
-3,133
-20% -$1.45M 0.08% 234
2024
Q1 		$7.14M Buy
15,696
+6,362
+68% +$2.79M 0.12% 156
2023
Q4 		$4.23M Sell
9,334
-216
-2% -$95.7K 0.1% 176
2023
Q3 		$3.91M Buy
9,550
+943
+11% +$418K 0.12% 168
2023
Q2 		$3.96M Buy
8,607
+738
+9% +$343K 0.12% 164
2023
Q1 		$3.72M Sell
7,869
-744
-9% -$349K 0.12% 163
2022
Q4 		$4.19M Buy
8,613
+2,943
+52% +$1.37M 0.16% 137
2022
Q3 		$2.19M Sell
5,670
-1,684
-23% -$703K 0.09% 203
2022
Q2 		$3.16M Buy
7,354
+32
+0.4% +$14.1K 0.12% 164
2022
Q1 		$3.23M Sell
7,322
-3,737
-34% -$1.51M 0.1% 167
2021
Q4 		$3.93M Buy
11,059
+1,929
+21% +$667K 0.12% 133
2021
Q3 		$3.15M Buy
9,130
+2,856
+46% +$1.03M 0.12% 122
2021
Q2 		$2.37M Buy
6,274
+4,633
+282% +$1.78M 0.09% 143
2021
Q1 		$606K Buy
1,641
+491
+43% +$168K 0.03% 263
2020
Q4 		$408K Buy
+1,150
New +$423K 0.03% 259
2020
Q3 		– Sell
-822
Closed -$300K – 288
2020
Q2 		$300K Buy
822
+166
+25% +$62.7K 0.04% 227
2020
Q1 		$222K Buy
656
+87
+15% +$34.2K 0.07% 197
2019
Q4 		$222K Buy
+569
New +$218K 0.09% 174

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

Tidal Investments's LMT Position: Q1 2026 in Review

Tidal Investments increased its Lockheed Martin (LMT) stake by 53% in Q1 2026, buying an estimated $14.1M and bringing the position to 66,033 shares worth $39.9M. The position accounts for 0.08% of the portfolio, ranked #219.

Tidal Investments first reported a position in LMT in Q4 2019 and has held it in 25 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Tidal Investments held 66,033 shares of Lockheed Martin worth $39.9M as of Q1 2026.
  • Tidal Investments bought 22,951 Lockheed Martin shares in Q1 2026, an estimated $14.1M.
  • Lockheed Martin made up 0.08% of Tidal Investments's portfolio in Q1 2026, its #219 holding.
  • Tidal Investments first reported a position in Lockheed Martin in Q4 2019 and has held it in 25 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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