Concurrent Investment Advisors’s Lockheed Martin LMT Stock Holding History

Concurrent Investment Advisors’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	$12.7M	Sell	21,007 -42	-0.2%	-$25.9K	0.14%	161
2025 Q4	$10.2M	Buy	21,049 +7,406	+54%	+$3.54M	0.12%	182
2025 Q3	$6.81M	Sell	13,643 -1,045	-7%	-$474K	0.12%	185
2025 Q2	$6.8M	Buy	14,688 +321	+2%	+$150K	0.13%	170
2025 Q1	$6.42M	Buy	14,367 +2,071	+17%	+$953K	0.16%	141
2024 Q4	$5.98M	Sell	12,296 -10	-0.1%	-$5.45K	0.16%	133
2024 Q3	$7.19M	Buy	12,306 +1,095	+10%	+$588K	0.21%	109
2024 Q2	$5.24M	Buy	11,211 +368	+3%	+$170K	0.17%	130
2024 Q1	$4.93M	Sell	10,843 -578	-5%	-$253K	0.2%	117
2023 Q4	$5.18M	Buy	+11,421	New	+$5.06M	0.24%	93

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concurrent Investment Advisors's LMT Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Lockheed Martin (LMT) stake by 0.2% in Q1 2026, selling an estimated $25.9K and leaving 21,007 shares worth $12.7M. The position accounts for 0.14% of the portfolio, ranked #161.

Concurrent Investment Advisors first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Concurrent Investment Advisors held 21,007 shares of Lockheed Martin worth $12.7M as of Q1 2026.
Concurrent Investment Advisors sold 42 Lockheed Martin shares in Q1 2026, an estimated $25.9K.
Lockheed Martin made up 0.14% of Concurrent Investment Advisors's portfolio in Q1 2026, its #161 holding.
Concurrent Investment Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.