Vicus Capital’s Lockheed Martin LMT Stock Holding History

Vicus Capital’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	$866K	Sell	1,433 -25	-2%	-$15.4K	0.06%	133
2025 Q4	$705K	Buy	1,458 +6	+0.4%	+$2.87K	0.05%	150
2025 Q3	$725K	Sell	1,452 -195	-12%	-$88.5K	0.06%	140
2025 Q2	$763K	Buy	1,647 +186	+13%	+$87.1K	0.06%	113
2025 Q1	$653K	Sell	1,461 -318	-18%	-$146K	0.06%	117
2024 Q4	$865K	Buy	1,779 +40	+2%	+$21.8K	0.08%	97
2024 Q3	$1.02M	Sell	1,739 -536	-24%	-$288K	0.09%	98
2024 Q2	$1.06M	Sell	2,275 -113	-5%	-$52.2K	0.1%	96
2024 Q1	$1.09M	Buy	2,388 +212	+10%	+$92.9K	0.1%	93
2023 Q4	$986K	Sell	2,176 -380	-15%	-$168K	0.1%	86
2023 Q3	$1.05M	Buy	2,556 +345	+16%	+$153K	0.11%	89
2023 Q2	$1.02M	Sell	2,211 -259	-10%	-$120K	0.11%	88
2023 Q1	$1.17M	Buy	2,470 +23	+0.9%	+$10.8K	0.13%	79
2022 Q4	$1.19M	Sell	2,447 -41	-2%	-$19.1K	0.14%	83
2022 Q3	$961K	Sell	2,488 -158	-6%	-$66K	0.11%	99
2022 Q2	$1.14M	Sell	2,646 -8	-0.3%	-$3.51K	0.13%	93
2022 Q1	$1.17M	Buy	2,654 +2	+0.1%	+$811	0.12%	95
2021 Q4	$1.04M	Buy	+2,652	New	+$917K	0.11%	102
2021 Q2	–	Sell	-5,636	Closed	-$2.08M	–	205
2021 Q1	$2.08M	Sell	5,636 -1,899	-25%	-$652K	0.25%	53
2020 Q4	$2.67M	Sell	7,535 -31	-0.4%	-$11.4K	0.33%	50
2020 Q3	$2.9M	Buy	7,566 +4	+0.1%	+$1.53K	0.41%	48
2020 Q2	$2.76M	Buy	7,562 +10	+0.1%	+$3.78K	0.42%	50
2020 Q1	$2.56M	Sell	7,552 -4	-0.1%	-$1.57K	0.48%	44
2019 Q4	$2.94M	Sell	7,556 -558	-7%	-$214K	0.45%	43
2019 Q3	$3.17M	Sell	8,114 -227	-3%	-$85.4K	0.44%	54
2019 Q2	$3.03M	Sell	8,341 -23	-0.3%	-$7.69K	0.43%	51
2019 Q1	$2.51M	Sell	8,364 -3	-0%	-$880	0.4%	45
2018 Q4	$2.19M	Buy	8,367 +145	+2%	+$44K	0.39%	50
2018 Q3	$2.85M	Sell	8,222 -6	-0.1%	-$1.94K	0.46%	43
2018 Q2	$2.43M	Sell	8,228 -12	-0.1%	-$3.87K	0.4%	47
2018 Q1	$2.79M	Sell	8,240 -4	-0%	-$1.36K	0.48%	39
2017 Q4	$2.65M	Buy	8,244 +127	+2%	+$40K	0.46%	41
2017 Q3	$2.52M	Sell	8,117 -143	-2%	-$42.7K	0.49%	42
2017 Q2	$2.29M	Buy	8,260 +319	+4%	+$87.6K	0.47%	47
2017 Q1	$2.13M	Buy	7,941 +40	+0.5%	+$10.5K	0.46%	49
2016 Q4	$1.98M	Buy	7,901 +225	+3%	+$56.2K	0.44%	51
2016 Q3	$1.84M	Sell	7,676 -69	-0.9%	-$17.3K	0.42%	65
2016 Q2	$1.92M	Buy	7,745 +130	+2%	+$30.6K	0.47%	50
2016 Q1	$1.69M	Buy	7,615 +69	+0.9%	+$14.8K	0.38%	55
2015 Q4	$1.64M	Sell	7,546 -148	-2%	-$32.1K	0.42%	65
2015 Q3	$1.59M	Buy	7,694 +112	+1%	+$22.8K	0.42%	60
2015 Q2	$1.41M	Sell	7,582 -311	-4%	-$59.9K	0.37%	70
2015 Q1	$1.6K	Buy	7,893 +192	+2%	+$37.9K	0.31%	64
2014 Q4	$1.48M	Buy	7,701 +92	+1%	+$17.1K	0.43%	56
2014 Q3	$1.39M	Buy	7,609 +2	+0%	+$340	0.46%	41
2014 Q2	$1.22M	Sell	7,607 -251	-3%	-$40.8K	0.39%	52
2014 Q1	$1.28M	Sell	7,858 -322	-4%	-$50.6K	0.44%	45
2013 Q4	$1.22M	Buy	+8,180	New	+$1.11M	0.46%	43

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

Vicus Capital's LMT Position: Q1 2026 in Review

Vicus Capital reduced its Lockheed Martin (LMT) stake by 1.7% in Q1 2026, selling an estimated $15.4K and leaving 1,433 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #133.

Vicus Capital first reported a position in LMT in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.17M in Q3 2019. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Vicus Capital held 1,433 shares of Lockheed Martin worth $866K as of Q1 2026.
Vicus Capital sold 25 Lockheed Martin shares in Q1 2026, an estimated $15.4K.
Lockheed Martin made up 0.06% of Vicus Capital's portfolio in Q1 2026, its #133 holding.
Vicus Capital first reported a position in Lockheed Martin in Q4 2013 and has held it in 48 quarters since.
Vicus Capital's Lockheed Martin position peaked at $3.17M in Q3 2019.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.