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MBM Wealth Consultants’s Lockheed Martin LMT Stock Holding History

MBM Wealth Consultants’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 		$2.15M Buy
3,554
+76
+2% +$46.8K 0.49% 27
2025
Q4 		$1.68M Buy
3,478
+15
+0.4% +$7.18K 0.4% 38
2025
Q3 		$1.73M Buy
3,463
+367
+12% +$167K 0.43% 34
2025
Q2 		$1.43M Buy
3,096
+108
+4% +$50.6K 0.38% 38
2025
Q1 		$1.33M Buy
2,988
+59
+2% +$27.2K 0.39% 42
2024
Q4 		$1.41M Buy
2,929
+73
+3% +$39.8K 0.42% 39
2024
Q3 		$1.67M Buy
2,856
+162
+6% +$87K 0.53% 28
2024
Q2 		$1.24M Buy
2,694
+76
+3% +$35.1K 0.42% 40
2024
Q1 		$1.2M Buy
2,618
+201
+8% +$88.1K 0.42% 34
2023
Q4 		$1.03M Buy
2,417
+248
+11% +$110K 0.39% 39
2023
Q3 		$956K Buy
2,169
+273
+14% +$121K 0.42% 36
2023
Q2 		$876K Buy
1,896
+277
+17% +$129K 0.38% 40
2023
Q1 		$839K Hold
1,619
– – 0.34% 34
2022
Q4 		$773K Sell
1,619
-173
-10% -$80.4K 0.36% 31
2022
Q3 		$716K Buy
1,792
+14
+0.8% +$5.85K 0.35% 32
2022
Q2 		$764K Buy
1,778
+59
+3% +$25.9K 0.37% 32
2022
Q1 		$759K Sell
1,719
-220
-11% -$89.2K 0.32% 41
2021
Q4 		$689K Buy
1,939
+314
+19% +$109K 0.29% 45
2021
Q3 		$561K Buy
1,625
+196
+14% +$70.9K 0.26% 48
2021
Q2 		$541K Sell
1,429
-33
-2% -$12.7K 0.25% 49
2021
Q1 		$541K Buy
1,462
+2
+0.1% +$686 0.27% 45
2020
Q4 		$518K Buy
1,460
+67
+5% +$24.6K 0.28% 44
2020
Q3 		$534K Buy
1,393
+63
+5% +$24K 0.34% 39
2020
Q2 		$486K Sell
1,330
-507
-28% -$192K 0.34% 40
2020
Q1 		$623K Buy
1,837
+49
+3% +$19.3K 0.52% 33
2019
Q4 		$696K Sell
1,788
-122
-6% -$46.8K 0.52% 37
2019
Q3 		$745K Sell
1,910
-66
-3% -$24.8K 0.59% 37
2019
Q2 		$722K Buy
1,976
+13
+0.7% +$4.35K 0.6% 38
2019
Q1 		$589K Hold
1,963
– – 0.52% 46
2018
Q4 		$514K Buy
+1,963
New +$596K 0.5% 51

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

MBM Wealth Consultants's LMT Position: Q1 2026 in Review

MBM Wealth Consultants increased its Lockheed Martin (LMT) stake by 2.2% in Q1 2026, buying an estimated $46.8K and bringing the position to 3,554 shares worth $2.15M. The position accounts for 0.49% of the portfolio, ranked #27.

MBM Wealth Consultants first reported a position in LMT in Q4 2018 and has held it in 30 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • MBM Wealth Consultants held 3,554 shares of Lockheed Martin worth $2.15M as of Q1 2026.
  • MBM Wealth Consultants bought 76 Lockheed Martin shares in Q1 2026, an estimated $46.8K.
  • Lockheed Martin made up 0.49% of MBM Wealth Consultants's portfolio in Q1 2026, its #27 holding.
  • MBM Wealth Consultants first reported a position in Lockheed Martin in Q4 2018 and has held it in 30 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MBM Wealth Consultants's 13F filing for Q1 2026, filed 20 Apr 2026.