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tru Independence’s Lockheed Martin LMT Stock Holding History

tru Independence’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 		$538K Buy
890
+15
+2% +$9.24K 0.27% 42
2025
Q4 		$423K Buy
875
+3
+0.3% +$1.44K 0.11% 91
2025
Q3 		$435K Buy
872
+2
+0.2% +$907 0.11% 92
2025
Q2 		$403K Buy
870
+10
+1% +$4.68K 0.12% 89
2025
Q1 		$384K Buy
860
+2
+0.2% +$921 0.12% 87
2024
Q4 		$417K Buy
858
+6
+0.7% +$3.27K 0.13% 82
2024
Q3 		$498K Buy
852
+25
+3% +$13.4K 0.15% 79
2024
Q2 		$386K Buy
827
+20
+2% +$9.24K 0.12% 84
2024
Q1 		$367K Sell
807
-1
-0.1% -$438 0.11% 88
2023
Q4 		$366K Buy
+808
New +$358K 0.11% 90
2021
Q3 		– Sell
-319
Closed -$121K – 282
2021
Q2 		$121K Sell
319
-670
-68% -$258K 0.04% 118
2021
Q1 		$365K Sell
989
-602
-38% -$207K 0.07% 195
2020
Q4 		$566 Buy
1,591
+210
+15% +$77.2K ﹤0.01% 375
2020
Q3 		$529K Buy
1,381
+111
+9% +$42.4K 0.15% 115
2020
Q2 		$463 Buy
1,270
+21
+2% +$7.93K 0.07% 175
2020
Q1 		$423 Hold
1,249
– – 0.07% 156
2019
Q4 		$423K Buy
+1,249
New +$479K 0.06% 182

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

tru Independence's LMT Position: Q1 2026 in Review

tru Independence increased its Lockheed Martin (LMT) stake by 1.7% in Q1 2026, buying an estimated $9.24K and bringing the position to 890 shares worth $538K. The position accounts for 0.27% of the portfolio, ranked #42.

tru Independence first reported a position in LMT in Q4 2019 and has held it in 17 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • tru Independence held 890 shares of Lockheed Martin worth $538K as of Q1 2026.
  • tru Independence bought 15 Lockheed Martin shares in Q1 2026, an estimated $9.24K.
  • Lockheed Martin made up 0.27% of tru Independence's portfolio in Q1 2026, its #42 holding.
  • tru Independence first reported a position in Lockheed Martin in Q4 2019 and has held it in 17 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.