Twin Capital Management’s Lockheed Martin LMT Stock Holding History

Twin Capital Management’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	$3.47M	Buy	5,741 +884	+18%	+$545K	0.45%	54
2025 Q4	$2.35M	Buy	4,857 +1,357	+39%	+$649K	0.29%	88
2025 Q3	$1.75M	Buy	3,500 +1,998	+133%	+$907K	0.22%	107
2025 Q2	$696K	Sell	1,502 -14	-0.9%	-$6.55K	0.07%	205
2025 Q1	$677K	Buy	+1,516	New	+$698K	0.08%	206
2021 Q1	–	Sell	-5,250	Closed	-$1.86M	–	305
2020 Q4	$1.86M	Sell	5,250 -10,150	-66%	-$3.73M	0.17%	152
2020 Q3	$5.9M	Buy	15,400 +2,153	+16%	+$822K	0.53%	51
2020 Q2	$4.83M	Buy	13,247 +3,524	+36%	+$1.33M	0.47%	57
2020 Q1	$3.3M	Sell	9,723 -140	-1%	-$55.1K	0.36%	86
2019 Q4	$3.84M	Sell	9,863 -1,980	-17%	-$760K	0.32%	101
2019 Q3	$4.62M	Buy	+11,843	New	+$4.45M	0.33%	105
2018 Q3	–	Sell	-1,677	Closed	-$495K	–	343
2018 Q2	$495K	Buy	+1,677	New	+$541K	0.02%	302
2017 Q1	–	Sell	-2,228	Closed	-$557K	–	347
2016 Q4	$557K	Sell	2,228 -21,830	-91%	-$5.46M	0.04%	316
2016 Q3	$5.77M	Buy	24,058 +5,898	+32%	+$1.48M	0.39%	78
2016 Q2	$4.51M	Buy	18,160 +12,690	+232%	+$2.99M	0.34%	87
2016 Q1	$1.21M	Sell	5,470 -20	-0.4%	-$4.3K	0.09%	213
2015 Q4	$1.19M	Sell	5,490 -200	-4%	-$43.4K	0.1%	204
2015 Q3	$1.18M	Buy	5,690 +360	+7%	+$73.2K	0.11%	188
2015 Q2	$991K	Buy	5,330 +450	+9%	+$86.7K	0.09%	198
2015 Q1	$990K	Buy	4,880 +40	+0.8%	+$7.9K	0.09%	201
2014 Q4	$932K	Sell	4,840 -17,080	-78%	-$3.17M	0.09%	205
2014 Q3	$4.01M	Sell	21,920 -4,980	-19%	-$848K	0.41%	76
2014 Q2	$4.32M	Buy	26,900 +10,060	+60%	+$1.64M	0.43%	61
2014 Q1	$2.75M	Sell	16,840 -580	-3%	-$91.1K	0.29%	114
2013 Q4	$2.59M	Buy	17,420 +1,600	+10%	+$217K	0.28%	119
2013 Q3	$2.02M	Buy	15,820 +10,920	+223%	+$1.33M	0.22%	141
2013 Q2	$531K	Buy	+4,900	New	+$501K	0.06%	274

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Capital Management's LMT Position: Q1 2026 in Review

Twin Capital Management increased its Lockheed Martin (LMT) stake by 18% in Q1 2026, buying an estimated $545K and bringing the position to 5,741 shares worth $3.47M. The position accounts for 0.45% of the portfolio, ranked #54.

Twin Capital Management first reported a position in LMT in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.9M in Q3 2020. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Twin Capital Management held 5,741 shares of Lockheed Martin worth $3.47M as of Q1 2026.
Twin Capital Management bought 884 Lockheed Martin shares in Q1 2026, an estimated $545K.
Lockheed Martin made up 0.45% of Twin Capital Management's portfolio in Q1 2026, its #54 holding.
Twin Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 27 quarters since.
Twin Capital Management's Lockheed Martin position peaked at $5.9M in Q3 2020.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.