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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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Concurrent Investment Advisors's LMT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Lockheed Martin (LMT) stake by 42% in Q2 2026, buying an estimated $4.72M and bringing the position to 29,733 shares worth $15.1M. The position accounts for 0.13% of the portfolio, ranked #174.

Concurrent Investment Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Concurrent Investment Advisors held 29,733 shares of Lockheed Martin worth $15.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,726 Lockheed Martin shares in Q2 2026, an estimated $4.72M.
  • Lockheed Martin made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Concurrent Investment Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.