MA
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MCF Advisors’s Lockheed Martin LMT Stock Holding History

MCF Advisors’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 		$1.13M Buy
1,869
+528
+39% +$325K 0.05% 157
2025
Q4 		$649K Buy
1,341
+172
+15% +$82.3K 0.04% 176
2025
Q3 		$583K Sell
1,169
-9
-0.8% -$4.08K 0.04% 150
2025
Q2 		$546K Buy
1,178
+94
+9% +$44K 0.04% 141
2025
Q1 		$484K Sell
1,084
-26
-2% -$12K 0.03% 153
2024
Q4 		$539K Sell
1,110
-46
-4% -$25.1K 0.04% 134
2024
Q3 		$676K Sell
1,156
-29
-2% -$15.6K 0.05% 115
2024
Q2 		$553K Buy
1,185
+51
+4% +$23.6K 0.04% 122
2024
Q1 		$516K Buy
1,134
+53
+5% +$23.2K 0.04% 135
2023
Q4 		$490K Buy
1,081
+4
+0.4% +$1.77K 0.04% 139
2023
Q3 		$440K Sell
1,077
-149
-12% -$66.1K 0.04% 134
2023
Q2 		$564K Buy
1,226
+115
+10% +$53.4K 0.05% 111
2023
Q1 		$525K Hold
1,111
– – 0.05% 119
2022
Q4 		$541K Sell
1,111
-5
-0.4% -$2.32K 0.06% 107
2022
Q3 		$431K Buy
1,116
+155
+16% +$64.7K 0.05% 121
2022
Q2 		$413K Buy
961
+150
+18% +$65.9K 0.04% 117
2022
Q1 		$358K Buy
+811
New +$329K 0.03% 141
2021
Q4 		– Sell
-813
Closed -$281K – 408
2021
Q3 		$281K Buy
813
+15
+2% +$5.43K 0.03% 152
2021
Q2 		$302K Buy
798
+262
+49% +$101K 0.03% 140
2021
Q1 		$198K Hold
536
– – 0.02% 171
2020
Q4 		$190K Buy
536
+7
+1% +$2.57K 0.02% 147
2020
Q3 		$203K Buy
529
+24
+5% +$9.16K 0.03% 139
2020
Q2 		$184K Sell
505
-487
-49% -$184K 0.03% 142
2020
Q1 		$336K Hold
992
– – 0.06% 98
2019
Q4 		$386K Hold
992
– – 0.06% 95
2019
Q3 		$387K Hold
992
– – 0.06% 94
2019
Q2 		$361K Hold
992
– – 0.06% 97
2019
Q1 		$298K Sell
992
-100
-9% -$29.3K 0.05% 106
2018
Q4 		$286K Buy
1,092
+1
+0.1% +$303 0.05% 106
2018
Q3 		$377K Hold
1,091
– – 0.07% 86
2018
Q2 		$322K Buy
1,091
+1
+0.1% +$323 0.06% 94
2018
Q1 		$368K Buy
1,090
+9
+0.8% +$3.06K 0.07% 81
2017
Q4 		$347K Hold
1,081
– – 0.06% 82
2017
Q3 		$335K Buy
1,081
+6
+0.6% +$1.79K 0.07% 80
2017
Q2 		$298K Sell
1,075
-131
-11% -$36K 0.06% 79
2017
Q1 		$323K Buy
1,206
+151
+14% +$39.5K 0.07% 73
2016
Q4 		$264K Hold
1,055
– – 0.06% 78
2016
Q3 		$253K Buy
1,055
+6
+0.6% +$1.5K 0.06% 79
2016
Q2 		$260K Sell
1,049
-81
-7% -$19.1K 0.06% 78
2016
Q1 		$250K Buy
1,130
+7
+0.6% +$1.51K 0.07% 73
2015
Q4 		$244K Buy
1,123
+108
+11% +$23.4K 0.07% 76
2015
Q3 		$210K Buy
1,015
+8
+0.8% +$1.63K 0.05% 85
2015
Q2 		$187K Buy
1,007
+8
+0.8% +$1.54K 0.05% 95
2015
Q1 		$203K Buy
999
+7
+0.7% +$1.38K 0.05% 86
2014
Q4 		$191K Buy
992
+7
+0.7% +$1.3K 0.05% 92
2014
Q3 		$161K Buy
985
+8
+0.8% +$1.36K 0.05% 99
2014
Q2 		$160K Buy
977
+7
+0.7% +$1.14K 0.05% 99
2014
Q1 		$158K Buy
970
+226
+30% +$35.5K 0.05% 104
2013
Q4 		$121K Sell
744
-458
-38% -$62.2K 0.04% 122
2013
Q3 		$196K Sell
1,202
-8
-0.7% -$971 0.11% 78
2013
Q2 		$198K Buy
+1,210
New +$124K 0.12% 71

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

MCF Advisors's LMT Position: Q1 2026 in Review

MCF Advisors increased its Lockheed Martin (LMT) stake by 39% in Q1 2026, buying an estimated $325K and bringing the position to 1,869 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #157.

MCF Advisors first reported a position in LMT in Q2 2013 and has held it in 51 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • MCF Advisors held 1,869 shares of Lockheed Martin worth $1.13M as of Q1 2026.
  • MCF Advisors bought 528 Lockheed Martin shares in Q1 2026, an estimated $325K.
  • Lockheed Martin made up 0.05% of MCF Advisors's portfolio in Q1 2026, its #157 holding.
  • MCF Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 51 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.