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 		– Sell
-4,000
Closed -$1.93M – 1367
2025
Q4 		$1.93M Sell
4,000
-2,200
-35% -$1.05M 0.01% 588
2025
Q3 		$3.1M Buy
6,200
+3,700
+148% +$1.68M 0.01% 471
2025
Q2 		$1.16M Buy
+2,500
New +$1.17M ﹤0.01% 642

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.