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Concord Asset Management (Virginia)’s Lockheed Martin LMT Stock Holding History

Concord Asset Management (Virginia)’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 		$5.68M Buy
9,392
+1,105
+13% +$681K 0.96% 25
2025
Q4 		$4.01M Buy
8,287
+165
+2% +$79K 0.69% 31
2025
Q3 		$4.05M Sell
8,122
-253
-3% -$115K 0.74% 27
2025
Q2 		$3.88M Buy
8,375
+244
+3% +$114K 0.58% 35
2025
Q1 		$3.77M Buy
8,131
+2,642
+48% +$1.22M 0.83% 28
2024
Q4 		$2.67M Buy
5,489
+4,335
+376% +$2.36M 0.59% 46
2024
Q3 		$675K Buy
1,154
+63
+6% +$33.8K 0.15% 91
2024
Q2 		$510K Buy
1,091
+52
+5% +$24K 0.13% 102
2024
Q1 		$473K Buy
1,039
+84
+9% +$36.8K 0.12% 106
2023
Q4 		$433K Sell
955
-1,394
-59% -$618K 0.13% 105
2023
Q3 		$960K Buy
2,349
+1,840
+361% +$816K 0.32% 51
2023
Q2 		$234K Buy
+509
New +$236K 0.08% 109

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

Concord Asset Management (Virginia)'s LMT Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Lockheed Martin (LMT) stake by 13% in Q1 2026, buying an estimated $681K and bringing the position to 9,392 shares worth $5.68M. The position accounts for 0.96% of the portfolio, ranked #25.

Concord Asset Management (Virginia) first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Concord Asset Management (Virginia) held 9,392 shares of Lockheed Martin worth $5.68M as of Q1 2026.
  • Concord Asset Management (Virginia) bought 1,105 Lockheed Martin shares in Q1 2026, an estimated $681K.
  • Lockheed Martin made up 0.96% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #25 holding.
  • Concord Asset Management (Virginia) first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.