UBS Group’s Lockheed Martin LMT Stock Holding History

UBS Group’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	$971M	Buy	1,606,409 +378,921	+31%	+$233M	0.15%	134
2025 Q4	$594M	Sell	1,227,488 -170,960	-12%	-$81.8M	0.1%	203
2025 Q3	$698M	Sell	1,398,448 -209,986	-13%	-$95.3M	0.11%	168
2025 Q2	$745M	Sell	1,608,434 -214,975	-12%	-$101M	0.13%	149
2025 Q1	$815M	Sell	1,823,409 -62,634	-3%	-$28.8M	0.15%	125
2024 Q4	$917M	Buy	1,886,043 +217,996	+13%	+$119M	0.17%	109
2024 Q3	$975M	Sell	1,668,047 -45,856	-3%	-$24.6M	0.21%	85
2024 Q2	$801M	Buy	1,713,903 +49,072	+3%	+$22.7M	0.2%	97
2024 Q1	$757M	Buy	1,664,831 +192,851	+13%	+$84.5M	0.19%	98
2023 Q4	$667M	Buy	1,471,980 +88,080	+6%	+$39M	0.2%	98
2023 Q3	$566M	Sell	1,383,900 -179,738	-11%	-$79.7M	0.2%	104
2023 Q2	$720M	Sell	1,563,638 -2,642	-0.2%	-$1.23M	0.24%	88
2023 Q1	$740M	Sell	1,566,280 -122,454	-7%	-$57.4M	0.27%	73
2022 Q4	$822M	Buy	1,688,734 +232,306	+16%	+$108M	0.31%	57
2022 Q3	$563M	Sell	1,456,428 -93,005	-6%	-$38.8M	0.25%	85
2022 Q2	$666M	Sell	1,549,433 -48,803	-3%	-$21.4M	0.27%	79
2022 Q1	$705M	Sell	1,598,236 -336,043	-17%	-$136M	0.24%	97
2021 Q4	$687M	Sell	1,934,279 -41,449	-2%	-$14.3M	0.2%	112
2021 Q3	$682M	Sell	1,975,728 -209,777	-10%	-$75.9M	0.21%	103
2021 Q2	$827M	Sell	2,185,505 -31,906	-1%	-$12.3M	0.27%	81
2021 Q1	$819M	Sell	2,217,411 -87,684	-4%	-$30.1M	0.27%	72
2020 Q4	$818M	Sell	2,305,095 -117,041	-5%	-$43M	0.28%	72
2020 Q3	$928M	Sell	2,422,136 -76,567	-3%	-$29.2M	0.35%	62
2020 Q2	$912M	Sell	2,498,703 -340,780	-12%	-$129M	0.39%	51
2020 Q1	$962M	Sell	2,839,483 -311,138	-10%	-$122M	0.45%	45
2019 Q4	$1.23B	Sell	3,150,621 -9,474	-0.3%	-$3.64M	0.43%	42
2019 Q3	$1.23B	Sell	3,160,095 -319,716	-9%	-$120M	0.47%	38
2019 Q2	$1.27B	Buy	3,479,811 +504,781	+17%	+$169M	0.49%	39
2019 Q1	$893M	Buy	2,975,030 +354,903	+14%	+$104M	0.37%	56
2018 Q4	$686M	Buy	2,620,127 +398,185	+18%	+$121M	0.31%	67
2018 Q3	$769M	Buy	2,221,942 +74,315	+3%	+$24M	0.3%	63
2018 Q2	$634M	Buy	2,147,627 +16,120	+0.8%	+$5.2M	0.27%	74
2018 Q1	$720M	Sell	2,131,507 -252,439	-11%	-$85.9M	0.31%	67
2017 Q4	$765M	Buy	2,383,946 +134,291	+6%	+$42.3M	0.31%	68
2017 Q3	$698M	Buy	2,249,655 +61,292	+3%	+$18.3M	0.32%	62
2017 Q2	$608M	Buy	2,188,363 +106,791	+5%	+$29.3M	0.31%	66
2017 Q1	$557M	Sell	2,081,572 -28,051	-1%	-$7.35M	0.3%	63
2016 Q4	$527M	Buy	2,109,623 +108,785	+5%	+$27.2M	0.29%	63
2016 Q3	$480M	Buy	2,000,838 +85,727	+4%	+$21.5M	0.29%	71
2016 Q2	$475M	Buy	1,915,111 +161,452	+9%	+$38.1M	0.3%	60
2016 Q1	$388M	Buy	1,753,659 +1,297,310	+284%	+$279M	0.26%	70
2015 Q4	$99.1M	Buy	456,349 +113,801	+33%	+$24.7M	0.06%	305
2015 Q3	$71M	Sell	342,548 -19,418	-5%	-$3.95M	0.05%	363
2015 Q2	$67.3M	Sell	361,966 -24,398	-6%	-$4.7M	0.04%	420
2015 Q1	$78.4M	Buy	386,364 +63,366	+20%	+$12.5M	0.05%	371
2014 Q4	$62.2M	Buy	+322,998	New	+$59.9M	0.04%	451

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

UBS Group's LMT Position: Q1 2026 in Review

UBS Group increased its Lockheed Martin (LMT) stake by 31% in Q1 2026, buying an estimated $233M and bringing the position to 1,606,409 shares worth $971M. The position accounts for 0.15% of the portfolio, ranked #134.

UBS Group first reported a position in LMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.27B in Q2 2019. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

UBS Group held 1,606,409 shares of Lockheed Martin worth $971M as of Q1 2026.
UBS Group bought 378,921 Lockheed Martin shares in Q1 2026, an estimated $233M.
Lockheed Martin made up 0.15% of UBS Group's portfolio in Q1 2026, its #134 holding.
UBS Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 46 quarters since.
UBS Group's Lockheed Martin position peaked at $1.27B in Q2 2019.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.