SEC 13F Intelligence

Charles Schwab Investment Management Inc / LMT

Charles Schwab Investment Management Inc’s Lockheed Martin Corp Position

Does Charles Schwab Investment Management Inc own Lockheed Martin Corp (LMT)? Yes — 7.15M shares worth $4.3B (+0.66% of its 13F portfolio) as of Q1 2026, down from 8.64M shares the prior filed quarter.

Position Value
$4.3B
Q1 2026
Shares
7.15M
% of Portfolio
+0.66%
Quarters Held
30
currently held

Position History LMT

Reported value by quarter
Q4 ’18: $453MQ4 ’18Q1 ’19: $561MQ2 ’19: $705MQ3 ’19: $788MQ4 ’19: $817MQ4 ’19Q1 ’20: $1.2BQ2 ’20: $837MQ3 ’20: $830MQ4 ’20: $768MQ4 ’20Q1 ’21: $1.5BQ2 ’21: $1.7BQ3 ’21: $1.6BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $2.3BQ2 ’22: $2.2BQ3 ’22: $2.1BQ4 ’22: $2.8BQ4 ’22Q1 ’23: $2.6BQ2 ’23: $2.5BQ3 ’23: $2.3BQ4 ’23: $2.5BQ4 ’23Q1 ’24: $3.2BQ2 ’24: $3.2BQ3 ’24: $3.7BQ4 ’24: $3.6BQ4 ’24Q1 ’25: $3.6BQ2 ’25: $3.6BQ3 ’25: $4.3BQ4 ’25: $4.2BQ4 ’25Q1 ’26: $4.3Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.15M$4.3B+0.66%
Q4 20258.64M$4.2B+0.65%
Q3 20258.52M$4.3B+0.68%
Q2 20257.85M$3.6B+0.63%
Q1 20258.03M$3.6B+0.67%
Q4 20247.47M$3.6B+0.67%
Q3 20246.34M$3.7B+0.71%
Q2 20246.80M$3.2B+0.61%
Q1 20247.06M$3.2B+0.73%
Q4 20235.64M$2.5B+0.64%
Q3 20235.69M$2.3B+0.66%
Q2 20235.59M$2.5B+0.73%
Q1 20235.48M$2.6B+0.78%
Q4 20225.85M$2.8B+0.91%
Q3 20225.47M$2.1B+0.76%
Q2 20225.15M$2.2B+0.77%
Q1 20225.26M$2.3B+0.70%
Q4 20214.99M$1.8B+0.52%
Q3 20214.78M$1.6B+0.54%
Q2 20214.37M$1.7B+0.55%
Q1 20214.01M$1.5B+0.54%
Q4 20202.16M$768M+0.30%
Q3 20202.17M$830M+0.38%
Q2 20202.29M$837M+0.41%
Q1 20203.40M$1.2B+0.68%
Q4 20192.10M$817M+0.44%
Q3 20192.02M$788M+0.46%
Q2 20191.94M$705M+0.43%
Q1 20191.87M$561M+0.36%
Q4 20181.73M$453M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of LMT.