VHAM
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Van Hulzen Asset Management’s Lockheed Martin LMT Stock Holding History

Van Hulzen Asset 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 		$1.24M Sell
2,058
-193
-9% -$119K 0.09% 137
2025
Q4 		$1.09M Sell
2,251
-83
-4% -$39.7K 0.08% 149
2025
Q3 		$1.17M Sell
2,334
-115
-5% -$52.2K 0.09% 146
2025
Q2 		$1.13M Sell
2,449
-83
-3% -$38.9K 0.09% 142
2025
Q1 		$1.13M Buy
2,532
+79
+3% +$36.4K 0.1% 143
2024
Q4 		$1.19M Sell
2,453
-10,425
-81% -$5.68M 0.09% 152
2024
Q3 		$7.53M Sell
12,878
-14,592
-53% -$7.83M 0.55% 54
2024
Q2 		$12.8M Buy
27,470
+257
+0.9% +$119K 0.86% 36
2024
Q1 		$12.4M Buy
27,213
+4,620
+20% +$2.02M 0.82% 41
2023
Q4 		$10.2M Sell
22,593
-166
-0.7% -$73.5K 0.72% 48
2023
Q3 		$9.31M Buy
22,759
+2,974
+15% +$1.32M 0.72% 43
2023
Q2 		$9.11M Buy
19,785
+10,682
+117% +$4.96M 0.78% 42
2023
Q1 		$4.3M Buy
9,103
+3,121
+52% +$1.46M 0.4% 58
2022
Q4 		$2.91M Buy
5,982
+201
+3% +$93.4K 0.34% 68
2022
Q3 		$2.23M Buy
5,781
+4,549
+369% +$1.9M 0.28% 79
2022
Q2 		$530K Sell
1,232
-182
-13% -$79.9K 0.06% 162
2022
Q1 		$624K Sell
1,414
-501
-26% -$203K 0.07% 148
2021
Q4 		$681K Buy
1,915
+290
+18% +$100K 0.07% 148
2021
Q3 		$561K Hold
1,625
– – 0.08% 140
2021
Q2 		$615K Buy
1,625
+600
+59% +$231K 0.09% 124
2021
Q1 		$379K Sell
1,025
-82
-7% -$28.1K 0.06% 175
2020
Q4 		$393K Sell
1,107
-816
-42% -$300K 0.06% 177
2020
Q3 		$737K Buy
1,923
+197
+11% +$75.2K 0.11% 105
2020
Q2 		$630K Buy
1,726
+224
+15% +$84.6K 0.09% 109
2020
Q1 		$509K Buy
1,502
+377
+34% +$148K 0.11% 122
2019
Q4 		$438K Sell
1,125
-40
-3% -$15.3K 0.08% 163
2019
Q3 		$454K Buy
+1,165
New +$438K 0.1% 154
2014
Q2 		– Sell
-4,500
Closed -$735K – 80
2014
Q1 		$735K Buy
+4,500
New +$707K 0.74% 45

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

Van Hulzen Asset Management's LMT Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Lockheed Martin (LMT) stake by 8.6% in Q1 2026, selling an estimated $119K and leaving 2,058 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #137.

Van Hulzen Asset Management first reported a position in LMT in Q1 2014 and has held it in 28 quarters since. The position peaked at $12.8M in Q2 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Van Hulzen Asset Management held 2,058 shares of Lockheed Martin worth $1.24M as of Q1 2026.
  • Van Hulzen Asset Management sold 193 Lockheed Martin shares in Q1 2026, an estimated $119K.
  • Lockheed Martin made up 0.09% of Van Hulzen Asset Management's portfolio in Q1 2026, its #137 holding.
  • Van Hulzen Asset Management first reported a position in Lockheed Martin in Q1 2014 and has held it in 28 quarters since.
  • Van Hulzen Asset Management's Lockheed Martin position peaked at $12.8M in Q2 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.