Wellington Management Group
LMT icon

Wellington Management Group’s Lockheed Martin LMT Stock Holding History

Wellington Management Group’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 		$491M Sell
812,459
-1,286,162
-61% -$792M 0.09% 208
2025
Q4 		$1.02B Sell
2,098,621
-286,132
-12% -$137M 0.18% 135
2025
Q3 		$1.19B Buy
2,384,753
+79,491
+3% +$36.1M 0.21% 109
2025
Q2 		$1.07B Buy
2,305,262
+203,769
+10% +$95.4M 0.19% 120
2025
Q1 		$939M Sell
2,101,493
-512,108
-20% -$236M 0.18% 125
2024
Q4 		$1.27B Sell
2,613,601
-461,254
-15% -$251M 0.23% 101
2024
Q3 		$1.8B Buy
3,074,855
+240,306
+8% +$129M 0.31% 81
2024
Q2 		$1.32B Sell
2,834,549
-25,426
-0.9% -$11.8M 0.24% 106
2024
Q1 		$1.3B Buy
2,859,975
+52,506
+2% +$23M 0.23% 109
2023
Q4 		$1.27B Sell
2,807,469
-351,314
-11% -$156M 0.24% 112
2023
Q3 		$1.29B Buy
3,158,783
+121,358
+4% +$53.8M 0.26% 97
2023
Q2 		$1.4B Sell
3,037,425
-172,296
-5% -$80M 0.27% 95
2023
Q1 		$1.52B Sell
3,209,721
-77,680
-2% -$36.4M 0.3% 84
2022
Q4 		$1.6B Sell
3,287,401
-97,435
-3% -$45.3M 0.32% 78
2022
Q3 		$1.31B Buy
3,384,836
+113,446
+3% +$47.4M 0.28% 91
2022
Q2 		$1.41B Sell
3,271,390
-1,033,463
-24% -$454M 0.28% 86
2022
Q1 		$1.9B Sell
4,304,853
-3,507,735
-45% -$1.42B 0.33% 75
2021
Q4 		$2.78B Sell
7,812,588
-754,158
-9% -$261M 0.44% 56
2021
Q3 		$2.96B Sell
8,566,746
-1,120,609
-12% -$406M 0.5% 48
2021
Q2 		$3.67B Sell
9,687,355
-729,438
-7% -$280M 0.61% 33
2021
Q1 		$3.85B Sell
10,416,793
-318,229
-3% -$109M 0.68% 30
2020
Q4 		$3.81B Buy
10,735,022
+35,877
+0.3% +$13.2M 0.7% 27
2020
Q3 		$4.1B Sell
10,699,145
-59,268
-0.6% -$22.6M 0.85% 21
2020
Q2 		$3.93B Sell
10,758,413
-664,801
-6% -$251M 0.87% 24
2020
Q1 		$3.87B Buy
11,423,214
+12,523
+0.1% +$4.93M 1.02% 18
2019
Q4 		$4.44B Sell
11,410,691
-270,920
-2% -$104M 0.93% 16
2019
Q3 		$4.56B Sell
11,681,611
-940,644
-7% -$354M 1.03% 15
2019
Q2 		$4.59B Sell
12,622,255
-192,244
-2% -$64.3M 1.02% 15
2019
Q1 		$3.85B Buy
12,814,499
+685,178
+6% +$201M 0.87% 18
2018
Q4 		$3.18B Buy
12,129,321
+652,196
+6% +$198M 0.79% 23
2018
Q3 		$3.97B Buy
11,477,125
+2,356,017
+26% +$760M 0.84% 20
2018
Q2 		$2.69B Buy
9,121,108
+2,021,938
+28% +$652M 0.6% 32
2018
Q1 		$2.4B Sell
7,099,170
-599,212
-8% -$204M 0.54% 41
2017
Q4 		$2.47B Sell
7,698,382
-107,143
-1% -$33.8M 0.55% 41
2017
Q3 		$2.42B Sell
7,805,525
-1,695,381
-18% -$506M 0.56% 43
2017
Q2 		$2.64B Sell
9,500,906
-58,216
-0.6% -$16M 0.62% 38
2017
Q1 		$2.56B Buy
9,559,122
+180,311
+2% +$47.2M 0.62% 36
2016
Q4 		$2.34B Sell
9,378,811
-711,415
-7% -$178M 0.59% 36
2016
Q3 		$2.42B Sell
10,090,226
-350,459
-3% -$87.7M 0.61% 39
2016
Q2 		$2.59B Buy
10,440,685
+157,836
+2% +$37.2M 0.67% 32
2016
Q1 		$2.28B Buy
10,282,849
+571,953
+6% +$123M 0.6% 36
2015
Q4 		$2.11B Sell
9,710,896
-148,642
-2% -$32.3M 0.55% 40
2015
Q3 		$2.04B Sell
9,859,538
-499,225
-5% -$102M 0.57% 37
2015
Q2 		$1.93B Buy
10,358,763
+1,910,234
+23% +$368M 0.5% 48
2015
Q1 		$1.71B Buy
8,448,529
+271,947
+3% +$53.7M 0.44% 52
2014
Q4 		$1.57B Sell
8,176,582
-593,813
-7% -$110M 0.42% 51
2014
Q3 		$1.6B Sell
8,770,395
-210,075
-2% -$35.8M 0.44% 50
2014
Q2 		$1.44B Buy
8,980,470
+1,244,151
+16% +$202M 0.39% 62
2014
Q1 		$1.26B Buy
7,736,319
+1,401,109
+22% +$220M 0.35% 66
2013
Q4 		$942M Buy
6,335,210
+229,231
+4% +$31.1M 0.27% 85
2013
Q3 		$779M Sell
6,105,979
-387,476
-6% -$47M 0.24% 96
2013
Q2 		$704M Buy
+6,493,455
New +$663M 0.23% 93

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

Wellington Management Group's LMT Position: Q1 2026 in Review

Wellington Management Group reduced its Lockheed Martin (LMT) stake by 61% in Q1 2026, selling an estimated $792M and leaving 812,459 shares worth $491M. The position accounts for 0.09% of the portfolio, ranked #208.

Wellington Management Group first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.59B in Q2 2019. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wellington Management Group held 812,459 shares of Lockheed Martin worth $491M as of Q1 2026.
  • Wellington Management Group sold 1,286,162 Lockheed Martin shares in Q1 2026, an estimated $792M.
  • Lockheed Martin made up 0.09% of Wellington Management Group's portfolio in Q1 2026, its #208 holding.
  • Wellington Management Group first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Lockheed Martin position peaked at $4.59B in Q2 2019.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.