Wendell David Associates’s Lockheed Martin LMT Stock Holding History

Wendell David Associates’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	$4.32M	Buy	7,147 +106	+2%	+$65.3K	0.47%	47
2025 Q4	$3.41M	Sell	7,041 -288	-4%	-$138K	0.35%	55
2025 Q3	$3.66M	Hold	7,329	–	–	0.36%	54
2025 Q2	$3.39M	Sell	7,329 -42	-0.6%	-$19.7K	0.34%	59
2025 Q1	$3.29M	Buy	7,371 +218	+3%	+$100K	0.33%	58
2024 Q4	$3.48M	Buy	7,153 +82	+1%	+$44.7K	0.34%	55
2024 Q3	$4.13M	Buy	7,071 +907	+15%	+$487K	0.4%	52
2024 Q2	$2.88M	Buy	6,164 +312	+5%	+$144K	0.29%	63
2024 Q1	$2.66M	Buy	5,852 +568	+11%	+$249K	0.27%	68
2023 Q4	$2.4M	Buy	5,284 +2,961	+127%	+$1.31M	0.26%	70
2023 Q3	$950K	Buy	+2,323	New	+$1.03M	0.11%	85

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

Wendell David Associates's LMT Position: Q1 2026 in Review

Wendell David Associates increased its Lockheed Martin (LMT) stake by 1.5% in Q1 2026, buying an estimated $65.3K and bringing the position to 7,147 shares worth $4.32M. The position accounts for 0.47% of the portfolio, ranked #47.

Wendell David Associates first reported a position in LMT in Q3 2023 and has held it in 11 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Wendell David Associates held 7,147 shares of Lockheed Martin worth $4.32M as of Q1 2026.
Wendell David Associates bought 106 Lockheed Martin shares in Q1 2026, an estimated $65.3K.
Lockheed Martin made up 0.47% of Wendell David Associates's portfolio in Q1 2026, its #47 holding.
Wendell David Associates first reported a position in Lockheed Martin in Q3 2023 and has held it in 11 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wendell David Associates's 13F filing for Q1 2026, filed 23 Apr 2026.