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Concord Wealth Partners’s Lockheed Martin LMT Stock Holding History

Concord Wealth Partners’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 		$6.01M Buy
9,946
+731
+8% +$450K 0.78% 30
2025
Q4 		$4.46M Buy
9,215
+432
+5% +$207K 0.58% 35
2025
Q3 		$4.38M Buy
8,783
+408
+5% +$185K 0.61% 33
2025
Q2 		$3.88M Buy
8,375
+2
+0% +$936 0.57% 35
2025
Q1 		$3.74M Buy
8,373
+2,123
+34% +$977K 0.61% 37
2024
Q4 		$3.04M Buy
6,250
+4,139
+196% +$2.26M 0.5% 52
2024
Q3 		$1.23M Sell
2,111
-34
-2% -$18.3K 0.21% 84
2024
Q2 		$1M Sell
2,145
-168
-7% -$77.6K 0.18% 102
2024
Q1 		$1.05M Buy
2,313
+1,175
+103% +$515K 0.19% 97
2023
Q4 		$516K Sell
1,138
-2,037
-64% -$902K 0.1% 124
2023
Q3 		$1.3M Buy
3,175
+1,593
+101% +$707K 0.28% 66
2023
Q2 		$728K Buy
1,582
+570
+56% +$265K 0.16% 86
2023
Q1 		$478K Sell
1,012
-392
-28% -$184K 0.14% 91
2022
Q4 		$683K Sell
1,404
-351
-20% -$163K 0.21% 65
2022
Q3 		$678K Buy
1,755
+65
+4% +$27.1K 0.22% 69
2022
Q2 		$727K Buy
1,690
+108
+7% +$47.4K 0.2% 72
2022
Q1 		$698K Buy
1,582
+47
+3% +$19.1K 0.18% 77
2021
Q4 		$546K Buy
1,535
+777
+103% +$269K 0.13% 91
2021
Q3 		$262K Sell
758
-505
-40% -$183K 0.11% 71
2021
Q2 		$478K Buy
1,263
+32
+3% +$12.3K 0.14% 68
2021
Q1 		$455K Buy
1,231
+1,075
+689% +$369K 0.15% 65
2020
Q4 		$55K Buy
+156
New +$57.3K 0.04% 195

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 Wealth Partners's LMT Position: Q1 2026 in Review

Concord Wealth Partners increased its Lockheed Martin (LMT) stake by 7.9% in Q1 2026, buying an estimated $450K and bringing the position to 9,946 shares worth $6.01M. The position accounts for 0.78% of the portfolio, ranked #30.

Concord Wealth Partners first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Concord Wealth Partners held 9,946 shares of Lockheed Martin worth $6.01M as of Q1 2026.
  • Concord Wealth Partners bought 731 Lockheed Martin shares in Q1 2026, an estimated $450K.
  • Lockheed Martin made up 0.78% of Concord Wealth Partners's portfolio in Q1 2026, its #30 holding.
  • Concord Wealth Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.