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WNY Asset Management’s Lockheed Martin LMT Stock Holding History

WNY Asset Management’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 		$538K Buy
+890
New +$548K 0.06% 149
2025
Q3 		$488K Buy
978
+390
+66% +$177K 0.05% 145
2025
Q2 		$272K Buy
+588
New +$275K 0.03% 198
2024
Q4 		– Sell
-370
Closed -$216K – 234
2024
Q3 		$216K Buy
+370
New +$199K 0.03% 216

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

WNY Asset Management's LMT Position: Q1 2026 in Review

WNY Asset Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 890 shares worth $538K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in LMT as recently as Q3 2025.

WNY Asset Management first reported a position in LMT in Q3 2024 and has held it in 4 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • WNY Asset Management held 890 shares of Lockheed Martin worth $538K as of Q1 2026.
  • Lockheed Martin was a new WNY Asset Management position in Q1 2026.
  • Lockheed Martin made up 0.06% of WNY Asset Management's portfolio in Q1 2026, its #149 holding.
  • WNY Asset Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 4 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.