MBM Wealth Consultants’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.07M | Buy |
4,061
+507
| +14% | +$274K | 0.4% | 38 |
|
|
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
MBM Wealth Consultants's LMT Position: Q2 2026 in Review
MBM Wealth Consultants increased its Lockheed Martin (LMT) stake by 14% in Q2 2026, buying an estimated $274K and bringing the position to 4,061 shares worth $2.07M. The position accounts for 0.4% of the portfolio, ranked #38.
MBM Wealth Consultants first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.15M in Q1 2026. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- MBM Wealth Consultants held 4,061 shares of Lockheed Martin worth $2.07M as of Q2 2026.
- MBM Wealth Consultants bought 507 Lockheed Martin shares in Q2 2026, an estimated $274K.
- Lockheed Martin made up 0.4% of MBM Wealth Consultants's portfolio in Q2 2026, its #38 holding.
- MBM Wealth Consultants first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
- MBM Wealth Consultants's Lockheed Martin position peaked at $2.15M in Q1 2026.
- 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.