Waterloo Capital’s Lockheed Martin LMT Stock Holding History

Waterloo 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	$457K	Buy	755 +32	+4%	+$19.7K	0.03%	323
2025 Q4	$350K	Sell	723 -22	-3%	-$10.5K	0.03%	352
2025 Q3	$372K	Sell	745 -137	-16%	-$62.2K	0.03%	330
2025 Q2	$409K	Buy	882 +427	+94%	+$200K	0.03%	304
2025 Q1	$203K	Sell	455 -1,110	-71%	-$511K	0.02%	382
2024 Q4	$761K	Sell	1,565 -279	-15%	-$152K	0.08%	183
2024 Q3	$1.08M	Buy	1,844 +349	+23%	+$187K	0.12%	157
2024 Q2	$698K	Sell	1,495 -362	-19%	-$167K	0.08%	179
2024 Q1	$845K	Buy	1,857 +549	+42%	+$241K	0.11%	167
2023 Q4	$593K	Buy	+1,308	New	+$580K	0.1%	187
2023 Q3	–	Sell	-449	Closed	-$207K	–	213
2023 Q2	$207K	Buy	449 +26	+6%	+$12.1K	0.06%	190
2023 Q1	$200K	Buy	+423	New	+$198K	0.06%	190

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

Waterloo Capital's LMT Position: Q1 2026 in Review

Waterloo Capital increased its Lockheed Martin (LMT) stake by 4.4% in Q1 2026, buying an estimated $19.7K and bringing the position to 755 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #323.

Waterloo Capital first reported a position in LMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Waterloo Capital held 755 shares of Lockheed Martin worth $457K as of Q1 2026.
Waterloo Capital bought 32 Lockheed Martin shares in Q1 2026, an estimated $19.7K.
Lockheed Martin made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #323 holding.
Waterloo Capital first reported a position in Lockheed Martin in Q1 2023 and has held it in 12 quarters since.
Waterloo Capital's Lockheed Martin position peaked at $1.08M in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.