Vontobel Holding
LMT icon

Vontobel Holding’s Lockheed Martin LMT Stock Holding History

Vontobel Holding’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 		$7.08M Sell
11,717
-368
-3% -$227K 0.02% 311
2025
Q4 		$5.85M Buy
12,085
+1,925
+19% +$921K 0.02% 359
2025
Q3 		$5.07M Sell
10,160
-8,860
-47% -$4.02M 0.02% 381
2025
Q2 		$8.81M Buy
19,020
+11,378
+149% +$5.33M 0.03% 275
2025
Q1 		$3.41M Buy
7,642
+3,940
+106% +$1.81M 0.01% 372
2024
Q4 		$1.8M Buy
3,702
+1,804
+95% +$983K 0.01% 463
2024
Q3 		$1.11M Sell
1,898
-1,402
-42% -$753K ﹤0.01% 566
2024
Q2 		$1.54M Buy
3,300
+1,236
+60% +$571K 0.01% 479
2024
Q1 		$939K Sell
2,064
-778
-27% -$341K 0.01% 604
2023
Q4 		$1.29M Sell
2,842
-543
-16% -$241K 0.01% 529
2023
Q3 		$1.38M Buy
3,385
+1,281
+61% +$568K 0.01% 512
2023
Q2 		$969K Sell
2,104
-734
-26% -$341K 0.01% 601
2023
Q1 		$1.34M Buy
2,838
+1,076
+61% +$505K 0.01% 514
2022
Q4 		$857K Sell
1,762
-760
-30% -$353K 0.01% 608
2022
Q3 		$974K Sell
2,522
-1,049
-29% -$438K 0.01% 550
2022
Q2 		$1.53M Sell
3,571
-553
-13% -$243K 0.02% 436
2022
Q1 		$1.82M Buy
4,124
+2,911
+240% +$1.18M 0.02% 447
2021
Q4 		$431K Sell
1,213
-4,534
-79% -$1.57M ﹤0.01% 840
2021
Q3 		$1.98M Buy
5,747
+2,393
+71% +$866K 0.02% 445
2021
Q2 		$1.25M Buy
3,354
+252
+8% +$96.9K 0.01% 544
2021
Q1 		$1.15M Sell
3,102
-651
-17% -$223K 0.01% 500
2020
Q4 		$1.27M Buy
+3,753
New +$1.38M 0.01% 495

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

Vontobel Holding's LMT Position: Q1 2026 in Review

Vontobel Holding reduced its Lockheed Martin (LMT) stake by 3% in Q1 2026, selling an estimated $227K and leaving 11,717 shares worth $7.08M. The position accounts for 0.02% of the portfolio, ranked #311.

Vontobel Holding first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.81M in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Vontobel Holding held 11,717 shares of Lockheed Martin worth $7.08M as of Q1 2026.
  • Vontobel Holding sold 368 Lockheed Martin shares in Q1 2026, an estimated $227K.
  • Lockheed Martin made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #311 holding.
  • Vontobel Holding first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Lockheed Martin position peaked at $8.81M in Q2 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.