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Wharton Business Group’s Lockheed Martin LMT Stock Holding History

Wharton Business 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 		$248K Sell
410
-970
-70% -$598K 0.01% 127
2025
Q4 		$667K Sell
1,380
-115
-8% -$55K 0.03% 91
2025
Q3 		$746K Hold
1,495
– – 0.03% 90
2025
Q2 		$692K Hold
1,495
– – 0.03% 92
2025
Q1 		$668K Hold
1,495
– – 0.03% 87
2024
Q4 		$726K Hold
1,495
– – 0.03% 85
2024
Q3 		$874K Hold
1,495
– – 0.04% 86
2024
Q2 		$698K Sell
1,495
-124
-8% -$57.3K 0.04% 84
2024
Q1 		$736K Hold
1,619
– – 0.04% 84
2023
Q4 		$734K Hold
1,619
– – 0.04% 82
2023
Q3 		$662K Hold
1,619
– – 0.04% 88
2023
Q2 		$745K Hold
1,619
– – 0.05% 76
2023
Q1 		$765K Hold
1,619
– – 0.05% 78
2022
Q4 		$788K Hold
1,619
– – 0.05% 81
2022
Q3 		$625K Hold
1,619
– – 0.04% 79
2022
Q2 		$696K Hold
1,619
– – 0.05% 77
2022
Q1 		$715K Sell
1,619
-150
-8% -$60.8K 0.04% 73
2021
Q4 		$629K Buy
+1,769
New +$612K 0.04% 82
2021
Q3 		– Sell
-1,769
Closed -$669K – 107
2021
Q2 		$669K Hold
1,769
– – 0.05% 68
2021
Q1 		$654K Buy
1,769
+19
+1% +$6.52K 0.05% 66
2020
Q4 		$621K Hold
1,750
– – 0.05% 64
2020
Q3 		$671K Hold
1,750
– – 0.06% 63
2020
Q2 		$639K Sell
1,750
-3
-0.2% -$1.13K 0.06% 62
2020
Q1 		$594K Sell
1,753
-442
-20% -$174K 0.07% 56
2019
Q4 		$855K Sell
2,195
-260
-11% -$99.8K 0.08% 54
2019
Q3 		$958K Hold
2,455
– – 0.1% 53
2019
Q2 		$892K Hold
2,455
– – 0.09% 55
2019
Q1 		$737K Hold
2,455
– – 0.08% 58
2018
Q4 		$643K Hold
2,455
– – 0.08% 61
2018
Q3 		$849K Sell
2,455
-14
-0.6% -$4.52K 0.08% 59
2018
Q2 		$729K Hold
2,469
– – 0.08% 62
2018
Q1 		$834K Sell
2,469
-126
-5% -$42.9K 0.09% 57
2017
Q4 		$833K Hold
2,595
– – 0.09% 65
2017
Q3 		$805K Hold
2,595
– – 0.09% 63
2017
Q2 		$720K Sell
2,595
-540
-17% -$148K 0.08% 68
2017
Q1 		$839K Sell
3,135
-1,005
-24% -$263K 0.09% 71
2016
Q4 		$1.03M Hold
4,140
– – 0.12% 72
2016
Q3 		$992K Sell
4,140
-2,385
-37% -$597K 0.12% 75
2016
Q2 		$1.62M Sell
6,525
-7,800
-54% -$1.84M 0.19% 71
2016
Q1 		$3.17M Sell
14,325
-4,080
-22% -$878K 0.35% 51
2015
Q4 		$4M Buy
18,405
+13,405
+268% +$2.91M 0.4% 51
2015
Q3 		$1.04M Sell
5,000
-235
-4% -$47.8K 0.1% 85
2015
Q2 		$973 Sell
5,235
-1,150
-18% -$221K 0.06% 90
2015
Q1 		$1.3M Sell
6,385
-61,385
-91% -$12.1M 0.11% 91
2014
Q4 		$13.1M Buy
67,770
+1,210
+2% +$225K 1.08% 32
2014
Q3 		$12.2M Buy
66,560
+11,635
+21% +$1.98M 1.08% 33
2014
Q2 		$8.83M Buy
54,925
+2,340
+4% +$380K 0.97% 35
2014
Q1 		$8.58M Buy
52,585
+28,380
+117% +$4.46M 0.69% 43
2013
Q4 		$3.6M Buy
24,205
+14,090
+139% +$1.91M 0.3% 63
2013
Q3 		$1.29M Buy
10,115
+1,905
+23% +$231K 0.11% 95
2013
Q2 		$890K Buy
+8,210
New +$839K 0.08% 108

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

Wharton Business Group's LMT Position: Q1 2026 in Review

Wharton Business Group reduced its Lockheed Martin (LMT) stake by 70% in Q1 2026, selling an estimated $598K and leaving 410 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #127.

Wharton Business Group first reported a position in LMT in Q2 2013 and has held it in 51 quarters since. The position peaked at $13.1M in Q4 2014. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wharton Business Group held 410 shares of Lockheed Martin worth $248K as of Q1 2026.
  • Wharton Business Group sold 970 Lockheed Martin shares in Q1 2026, an estimated $598K.
  • Lockheed Martin made up 0.01% of Wharton Business Group's portfolio in Q1 2026, its #127 holding.
  • Wharton Business Group first reported a position in Lockheed Martin in Q2 2013 and has held it in 51 quarters since.
  • Wharton Business Group's Lockheed Martin position peaked at $13.1M in Q4 2014.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.