WI
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WBI Investments’s Lockheed Martin LMT Stock Holding History

WBI Investments’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 		$1.01M Buy
+1,664
New +$1.03M 0.28% 109
2025
Q3 		– Sell
-490
Closed -$227K – 341
2025
Q2 		$227K Buy
+490
New +$229K 0.06% 241
2024
Q4 		– Sell
-753
Closed -$440K – 253
2024
Q3 		$440K Buy
+753
New +$404K 0.11% 186
2024
Q1 		– Sell
-7,166
Closed -$3.25M – 216
2023
Q4 		$3.25M Buy
+7,166
New +$3.17M 0.65% 39
2023
Q2 		– Sell
-14,017
Closed -$6.63M – 211
2023
Q1 		$6.63M Buy
14,017
+4,899
+54% +$2.3M 1.33% 13
2022
Q4 		$4.44M Buy
+9,118
New +$4.24M 0.95% 19
2021
Q3 		– Sell
-3,064
Closed -$1.16M – 211
2021
Q2 		$1.16M Sell
3,064
-3,186
-51% -$1.22M 0.18% 97
2021
Q1 		$2.31M Buy
+6,250
New +$2.14M 0.36% 58
2020
Q4 		– Sell
-21,517
Closed -$8.25M – 186
2020
Q3 		$8.25M Buy
+21,517
New +$8.21M 1.27% 25
2019
Q4 		– Sell
-9,502
Closed -$3.71M – 226
2019
Q3 		$3.71M Buy
9,502
+902
+10% +$339K 0.35% 63
2019
Q2 		$3.13M Buy
8,600
+1,827
+27% +$611K 0.27% 75
2019
Q1 		$2.03M Buy
+6,773
New +$1.99M 0.16% 110
2017
Q4 		– Sell
-53,991
Closed -$16.8M – 339
2017
Q3 		$16.8M Sell
53,991
-2,060
-4% -$615K 0.74% 35
2017
Q2 		$15.6M Buy
56,051
+33,883
+153% +$9.31M 0.68% 30
2017
Q1 		$5.93M Buy
22,168
+9,745
+78% +$2.55M 0.26% 76
2016
Q4 		$3.1M Sell
12,423
-6,114
-33% -$1.53M 0.13% 114
2016
Q3 		$4.44M Buy
+18,537
New +$4.64M 0.17% 92
2015
Q4 		– Sell
-136,451
Closed -$28.3M – 234
2015
Q3 		$28.3M Buy
+136,451
New +$27.8M 0.98% 29
2015
Q2 		– Sell
-14,248
Closed -$2.89M – 257
2015
Q1 		$2.89M Buy
+14,248
New +$2.81M 0.07% 163

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

WBI Investments's LMT Position: Q1 2026 in Review

WBI Investments opened a new position in Lockheed Martin (LMT) in Q1 2026: 1,664 shares worth $1.01M. The stake represents 0.28% of the portfolio and ranks #109 among its holdings. This is a return to the name: WBI Investments previously reported a position in LMT as recently as Q2 2025.

WBI Investments first reported a position in LMT in Q1 2015 and has held it in 19 quarters since. The position peaked at $28.3M in Q3 2015. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • WBI Investments held 1,664 shares of Lockheed Martin worth $1.01M as of Q1 2026.
  • Lockheed Martin was a new WBI Investments position in Q1 2026.
  • Lockheed Martin made up 0.28% of WBI Investments's portfolio in Q1 2026, its #109 holding.
  • WBI Investments first reported a position in Lockheed Martin in Q1 2015 and has held it in 19 quarters since.
  • WBI Investments's Lockheed Martin position peaked at $28.3M in Q3 2015.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.