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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
2025
Q1 		– Sell
-100
Closed -$48.6K – 1296
2024
Q4 		$48.6K Hold
100
– – ﹤0.01% 1073
2024
Q3 		$58.5K Hold
100
– – ﹤0.01% 1015
2024
Q2 		$46.7K Hold
100
– – ﹤0.01% 941
2024
Q1 		$45.5K Buy
+100
New +$43.8K ﹤0.01% 874

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

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.