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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

McDonald Partners's LMT Position: Q2 2026 in Review

McDonald Partners opened a new position in Lockheed Martin (LMT) in Q2 2026: 165 shares worth $84.1K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: McDonald Partners previously reported a position in LMT as recently as Q2 2025.

McDonald Partners first reported a position in LMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.25M in Q1 2022. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • McDonald Partners held 165 shares of Lockheed Martin worth $84.1K as of Q2 2026.
  • Lockheed Martin was a new McDonald Partners position in Q2 2026.
  • Lockheed Martin made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #284 holding.
  • McDonald Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 20 quarters since.
  • McDonald Partners's Lockheed Martin position peaked at $2.25M in Q1 2022.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.