Valley Forge Investment Consultants’s Lockheed Martin LMT Stock Holding History

Valley Forge Investment Consultants’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	$374K	Buy	619 +1	+0.2%	+$616	0.11%	55
2025 Q4	$299K	Buy	618 +2	+0.3%	+$957	0.09%	64
2025 Q3	$307K	Buy	616 +3	+0.5%	+$1.36K	0.09%	69
2025 Q2	$284K	Buy	613 +2	+0.3%	+$936	0.09%	70
2025 Q1	$273K	Buy	611 +2	+0.3%	+$921	0.1%	66
2024 Q4	$296K	Buy	609 +2	+0.3%	+$1.09K	0.1%	65
2024 Q3	$355K	Buy	607 +1	+0.2%	+$537	0.12%	60
2024 Q2	$283K	Buy	606 +4	+0.7%	+$1.85K	0.11%	63
2024 Q1	$274K	Buy	602 +2	+0.3%	+$877	0.11%	64
2023 Q4	$272K	Hold	600	–	–	0.12%	56
2023 Q3	$245K	Buy	+600	New	+$266K	0.11%	61
2023 Q1	–	Sell	-553	Closed	-$269K	–	76
2022 Q4	$269K	Hold	553	–	–	0.14%	55
2022 Q3	$214K	Buy	+553	New	+$231K	0.12%	64

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

Valley Forge Investment Consultants's LMT Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Lockheed Martin (LMT) stake by 0.16% in Q1 2026, buying an estimated $616 and bringing the position to 619 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #55.

Valley Forge Investment Consultants first reported a position in LMT in Q3 2022 and has held it in 13 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Valley Forge Investment Consultants held 619 shares of Lockheed Martin worth $374K as of Q1 2026.
Valley Forge Investment Consultants bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
Lockheed Martin made up 0.11% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #55 holding.
Valley Forge Investment Consultants first reported a position in Lockheed Martin in Q3 2022 and has held it in 13 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.