MCM
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McDonough Capital Management’s Lockheed Martin LMT Stock Holding History

McDonough Capital Management’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 		$4.23M Sell
6,991
-204
-3% -$126K 2.31% 14
2025
Q4 		$3.48M Sell
7,195
-311
-4% -$149K 1.7% 15
2025
Q3 		$3.75M Sell
7,506
-45
-0.6% -$20.4K 1.89% 16
2025
Q2 		$3.5M Sell
7,551
-3
-0% -$1.4K 1.96% 14
2025
Q1 		$3.37M Sell
7,554
-133
-2% -$61.2K 2.2% 13
2024
Q4 		$3.74M Buy
7,687
+540
+8% +$294K 2.31% 13
2024
Q3 		$4.18M Buy
7,147
+204
+3% +$110K 2.88% 12
2024
Q2 		$3.24M Buy
6,943
+161
+2% +$74.4K 2.36% 13
2024
Q1 		$3.08M Buy
6,782
+194
+3% +$85K 2.43% 14
2023
Q4 		$2.99M Buy
6,588
+147
+2% +$65.1K 2.58% 14
2023
Q3 		$2.64M Buy
6,441
+115
+2% +$51K 2.5% 14
2023
Q2 		$2.91M Buy
6,326
+369
+6% +$171K 2.68% 13
2023
Q1 		$2.82M Buy
5,957
+146
+3% +$68.5K 2.91% 13
2022
Q4 		$2.83M Sell
5,811
-33
-0.6% -$15.3K 3.28% 12
2022
Q3 		$2.26M Buy
5,844
+115
+2% +$48K 2.59% 13
2022
Q2 		$2.46M Sell
5,729
-46
-0.8% -$20.2K 2.72% 14
2022
Q1 		$2.55M Sell
5,775
-165
-3% -$66.9K 2.21% 14
2021
Q4 		$2.11M Buy
+5,940
New +$2.05M 1.72% 17

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

McDonough Capital Management's LMT Position: Q1 2026 in Review

McDonough Capital Management reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $126K and leaving 6,991 shares worth $4.23M. The position accounts for 2.31% of the portfolio, ranked #14.

McDonough Capital Management first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • McDonough Capital Management held 6,991 shares of Lockheed Martin worth $4.23M as of Q1 2026.
  • McDonough Capital Management sold 204 Lockheed Martin shares in Q1 2026, an estimated $126K.
  • Lockheed Martin made up 2.31% of McDonough Capital Management's portfolio in Q1 2026, its #14 holding.
  • McDonough Capital Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.