Waycross Partners’s Lockheed Martin LMT Stock Holding History

Waycross Partners’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	$876K	Hold	1,450	–	–	0.08%	35
2025 Q4	$701K	Hold	1,450	–	–	0.06%	60
2025 Q3	$724K	Hold	1,450	–	–	0.06%	57
2025 Q2	$672K	Hold	1,450	–	–	0.06%	56
2025 Q1	$648K	Hold	1,450	–	–	0.07%	53
2024 Q4	$705K	Hold	1,450	–	–	0.09%	51
2024 Q3	$848K	Hold	1,450	–	–	0.12%	51
2024 Q2	$677K	Hold	1,450	–	–	0.1%	61
2024 Q1	$660K	Hold	1,450	–	–	0.11%	60
2023 Q4	$657K	Hold	1,450	–	–	0.12%	67
2023 Q3	$593K	Hold	1,450	–	–	0.13%	74
2023 Q2	$668K	Hold	1,450	–	–	0.14%	70
2023 Q1	$685K	Hold	1,450	–	–	0.2%	63
2022 Q4	$705K	Hold	1,450	–	–	0.26%	59
2022 Q3	$560K	Hold	1,450	–	–	0.38%	66
2022 Q2	$623K	Hold	1,450	–	–	0.41%	64
2022 Q1	$640K	Hold	1,450	–	–	0.37%	63
2021 Q4	$515K	Hold	1,450	–	–	0.29%	74
2021 Q3	$500K	Hold	1,450	–	–	0.31%	73
2021 Q2	$549K	Hold	1,450	–	–	0.29%	65
2021 Q1	$536K	Hold	1,450	–	–	0.3%	71
2020 Q4	$515K	Buy	+1,450	New	+$533K	0.32%	67

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

Waycross Partners's LMT Position: Q1 2026 in Review

Waycross Partners held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,450 shares worth $876K. The position accounts for 0.08% of the portfolio, ranked #35.

Waycross Partners first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Waycross Partners held 1,450 shares of Lockheed Martin worth $876K as of Q1 2026.
Waycross Partners left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.08% of Waycross Partners's portfolio in Q1 2026, its #35 holding.
Waycross Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.