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McAdam LLC’s Lockheed Martin LMT Stock Holding History

McAdam LLC’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 		$899K Buy
1,488
+10
+0.7% +$6.16K 0.04% 168
2025
Q4 		$715K Sell
1,478
-5
-0.3% -$2.39K 0.03% 188
2025
Q3 		$740K Sell
1,483
-77
-5% -$34.9K 0.04% 172
2025
Q2 		$722K Buy
1,560
+128
+9% +$59.9K 0.04% 162
2025
Q1 		$640K Buy
1,432
+96
+7% +$44.2K 0.04% 160
2024
Q4 		$649K Buy
1,336
+158
+13% +$86.1K 0.04% 168
2024
Q3 		$689K Buy
1,178
+594
+102% +$319K 0.04% 161
2024
Q2 		$273K Buy
584
+2
+0.3% +$924 0.02% 253
2024
Q1 		$265K Buy
582
+27
+5% +$11.8K 0.02% 249
2023
Q4 		$251K Sell
555
-85
-13% -$37.7K 0.02% 234
2023
Q3 		$262K Buy
640
+2
+0.3% +$887 0.02% 218
2023
Q2 		$294K Buy
638
+88
+16% +$40.8K 0.02% 208
2023
Q1 		$260K Buy
+550
New +$258K 0.02% 214
2020
Q4 		– Sell
-913
Closed -$350K – 168
2020
Q3 		$350K Buy
913
+246
+37% +$93.9K 0.07% 83
2020
Q2 		$243K Buy
667
+19
+3% +$7.18K 0.05% 101
2020
Q1 		$220K Sell
648
-9
-1% -$3.54K 0.06% 94
2019
Q4 		$256K Buy
657
+108
+20% +$41.4K 0.06% 70
2019
Q3 		$214K Buy
+549
New +$206K 0.06% 73
2018
Q4 		– Sell
-524
Closed -$183K – 377
2018
Q3 		$183K Sell
524
-530
-50% -$171K 0.07% 70
2018
Q2 		$312K Sell
1,054
-11
-1% -$3.55K 0.13% 43
2018
Q1 		$360K Buy
1,065
+67
+7% +$22.8K 0.17% 40
2017
Q4 		$310K Hold
998
– – 0.22% 35
2017
Q3 		$310K Buy
998
+32
+3% +$9.55K 0.22% 35
2017
Q2 		$268K Buy
+966
New +$265K 0.22% 39

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

McAdam LLC's LMT Position: Q1 2026 in Review

McAdam LLC increased its Lockheed Martin (LMT) stake by 0.68% in Q1 2026, buying an estimated $6.16K and bringing the position to 1,488 shares worth $899K. The position accounts for 0.04% of the portfolio, ranked #168.

McAdam LLC first reported a position in LMT in Q2 2017 and has held it in 24 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • McAdam LLC held 1,488 shares of Lockheed Martin worth $899K as of Q1 2026.
  • McAdam LLC bought 10 Lockheed Martin shares in Q1 2026, an estimated $6.16K.
  • Lockheed Martin made up 0.04% of McAdam LLC's portfolio in Q1 2026, its #168 holding.
  • McAdam LLC first reported a position in Lockheed Martin in Q2 2017 and has held it in 24 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.