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Tilia Fiduciary Partners’s Lockheed Martin LMT Stock Holding History

Tilia Fiduciary Partners’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 		$764K Sell
1,264
-36
-3% -$22.2K 0.42% 62
2025
Q4 		$629K Sell
1,300
-27
-2% -$12.9K 0.35% 69
2025
Q3 		$663K Sell
1,327
-301
-18% -$137K 0.38% 66
2025
Q2 		$754K Sell
1,628
-5
-0.3% -$2.34K 0.46% 61
2025
Q1 		$729K Sell
1,633
-138
-8% -$63.5K 0.49% 63
2024
Q4 		$861K Buy
1,771
+33
+2% +$18K 0.59% 50
2024
Q3 		$1.02M Sell
1,738
-10
-0.6% -$5.37K 0.7% 48
2024
Q2 		$817K Buy
1,748
+8
+0.5% +$3.7K 0.64% 52
2024
Q1 		$791K Sell
1,740
-82
-5% -$35.9K 0.64% 53
2023
Q4 		$826K Buy
1,822
+42
+2% +$18.6K 0.77% 50
2023
Q3 		$728K Buy
1,780
+207
+13% +$91.8K 0.76% 50
2023
Q2 		$724K Buy
1,573
+471
+43% +$219K 0.65% 51
2023
Q1 		$521K Buy
1,102
+121
+12% +$56.7K 0.5% 60
2022
Q4 		$477K Buy
981
+230
+31% +$107K 0.46% 67
2022
Q3 		$309K Buy
751
+23
+3% +$9.6K 0.31% 83
2022
Q2 		$301K Buy
728
+69
+10% +$30.3K 0.29% 81
2022
Q1 		$291K Buy
659
+1
+0.2% +$405 0.25% 86
2021
Q4 		$234K Buy
+658
New +$228K 0.19% 98

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

Tilia Fiduciary Partners's LMT Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $22.2K and leaving 1,264 shares worth $764K. The position accounts for 0.42% of the portfolio, ranked #62.

Tilia Fiduciary Partners first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.02M in Q3 2024. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Tilia Fiduciary Partners held 1,264 shares of Lockheed Martin worth $764K as of Q1 2026.
  • Tilia Fiduciary Partners sold 36 Lockheed Martin shares in Q1 2026, an estimated $22.2K.
  • Lockheed Martin made up 0.42% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #62 holding.
  • Tilia Fiduciary Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Lockheed Martin position peaked at $1.02M in Q3 2024.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.