MCM
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Marathon Capital Management’s Lockheed Martin LMT Stock Holding History

Marathon Capital Management’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 		$1.41M Sell
2,339
-546
-19% -$336K 0.32% 60
2025
Q4 		$1.4M Buy
2,885
+2,403
+499% +$1.15M 0.3% 58
2025
Q3 		$241K Sell
482
-29
-6% -$13.2K 0.06% 135
2025
Q2 		$237K Buy
511
+20
+4% +$9.36K 0.06% 136
2025
Q1 		$219K Hold
491
– – 0.06% 140
2024
Q4 		$239K Hold
491
– – 0.06% 131
2024
Q3 		$287K Hold
491
– – 0.07% 120
2024
Q2 		$229K Hold
491
– – 0.06% 126
2024
Q1 		$223K Hold
491
– – 0.05% 126
2023
Q4 		$223K Sell
491
-60
-11% -$26.6K 0.06% 130
2023
Q3 		$225K Buy
551
+4
+0.7% +$1.77K 0.06% 132
2023
Q2 		$252K Sell
547
-1
-0.2% -$464 0.06% 126
2023
Q1 		$259K Sell
548
-13
-2% -$6.1K 0.06% 133
2022
Q4 		$273K Sell
561
-32
-5% -$14.9K 0.08% 123
2022
Q3 		$229K Sell
593
-13
-2% -$5.43K 0.07% 129
2022
Q2 		$261K Buy
+606
New +$266K 0.08% 117
2022
Q1 		– Sell
-885
Closed -$315K – 132
2021
Q4 		$315K Sell
885
-176
-17% -$60.9K 0.07% 128
2021
Q3 		$367K Sell
1,061
-100
-9% -$36.2K 0.08% 130
2021
Q2 		$439K Buy
1,161
+30
+3% +$11.5K 0.1% 106
2021
Q1 		$417K Sell
1,131
-175
-13% -$60K 0.11% 103
2020
Q4 		$463K Sell
1,306
-50
-4% -$18.4K 0.14% 87
2020
Q3 		$519K Buy
1,356
+142
+12% +$54.2K 0.19% 76
2020
Q2 		$443K Sell
1,214
-250
-17% -$94.4K 0.17% 74
2020
Q1 		$496K Buy
1,464
+110
+8% +$43.3K 0.23% 57
2019
Q4 		$527K Buy
+1,354
New +$520K 0.18% 71

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

Marathon Capital Management's LMT Position: Q1 2026 in Review

Marathon Capital Management reduced its Lockheed Martin (LMT) stake by 19% in Q1 2026, selling an estimated $336K and leaving 2,339 shares worth $1.41M. The position accounts for 0.32% of the portfolio, ranked #60.

Marathon Capital Management first reported a position in LMT in Q4 2019 and has held it in 25 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Marathon Capital Management held 2,339 shares of Lockheed Martin worth $1.41M as of Q1 2026.
  • Marathon Capital Management sold 546 Lockheed Martin shares in Q1 2026, an estimated $336K.
  • Lockheed Martin made up 0.32% of Marathon Capital Management's portfolio in Q1 2026, its #60 holding.
  • Marathon Capital Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 25 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.