McDonald Partners
LMT icon

McDonald Partners’s Lockheed Martin LMT Stock Holding History

McDonald Partners’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
Q3 		$84K Hold
165
– – 0.02% 283
2026
Q2 		$84.1K Buy
+165
New +$89.2K 0.02% 284
2025
Q3 		– Sell
-2,392
Closed -$1.12M – 242
2025
Q2 		$1.12M Buy
2,392
+48
+2% +$22.5K 0.27% 106
2025
Q1 		$1.06M Sell
2,344
-100
-4% -$46K 0.28% 105
2024
Q4 		$1.19M Sell
2,444
-631
-21% -$344K 0.3% 99
2024
Q3 		$1.8M Buy
3,075
+527
+21% +$283K 0.45% 67
2024
Q2 		$1.19M Buy
2,548
+45
+2% +$20.8K 0.32% 89
2024
Q1 		$1.14M Buy
2,503
+269
+12% +$118K 0.31% 92
2023
Q4 		$1.01M Buy
2,234
+208
+10% +$92.2K 0.3% 100
2023
Q3 		$828K Buy
2,026
+150
+8% +$66.5K 0.27% 106
2023
Q2 		$864K Buy
1,876
+11
+0.6% +$5.11K 0.26% 107
2023
Q1 		$882K Buy
1,865
+20
+1% +$9.38K 0.29% 103
2022
Q4 		$898K Sell
1,845
-14
-0.8% -$6.5K 0.31% 96
2022
Q3 		$718K Sell
1,859
-2,371
-56% -$990K 0.27% 110
2022
Q2 		$1.82M Sell
4,230
-861
-17% -$378K 0.46% 56
2022
Q1 		$2.25M Buy
5,091
+5,087
+127,175% +$2.06M 0.49% 56
2021
Q4 		$1.42K Sell
4
-4,662
-100% -$1.61M ﹤0.01% 406
2021
Q3 		$1.61M Buy
4,666
+392
+9% +$142K 0.38% 77
2021
Q2 		$1.62M Buy
4,274
+354
+9% +$136K 0.38% 74
2021
Q1 		$1.45M Buy
3,920
+2,127
+119% +$730K 0.37% 77
2020
Q4 		$636K Buy
+1,793
New +$659K 0.18% 144

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

McDonald Partners's LMT Position: Q3 2026 in Review

McDonald Partners held its Lockheed Martin (LMT) position steady in Q3 2026 at 165 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #283.

McDonald Partners first reported a position in LMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.25M in Q1 2022. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • McDonald Partners held 165 shares of Lockheed Martin worth $84K as of Q3 2026.
  • McDonald Partners left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.02% of McDonald Partners's portfolio in Q3 2026, its #283 holding.
  • McDonald Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Lockheed Martin position peaked at $2.25M in Q1 2022.
  • 1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.