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McKinley Carter Wealth Services’s Lockheed Martin LMT Stock Holding History

McKinley Carter Wealth Services’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 		$4.49M Sell
7,426
-171
-2% -$105K 0.26% 83
2025
Q4 		$3.67M Buy
7,597
+169
+2% +$80.9K 0.21% 89
2025
Q3 		$3.71M Buy
7,428
+65
+0.9% +$29.5K 0.19% 87
2025
Q2 		$3.41M Buy
7,363
+681
+10% +$319K 0.19% 86
2025
Q1 		$2.98M Buy
6,682
+30
+0.5% +$13.8K 0.18% 86
2024
Q4 		$3.23M Buy
6,652
+57
+0.9% +$31.1K 0.2% 82
2024
Q3 		$3.86M Buy
6,595
+44
+0.7% +$23.6K 0.23% 78
2024
Q2 		$3.06M Buy
6,551
+124
+2% +$57.3K 0.19% 90
2024
Q1 		$2.92M Buy
6,427
+184
+3% +$80.6K 0.2% 94
2023
Q4 		$2.83M Buy
6,243
+165
+3% +$73.1K 0.21% 90
2023
Q3 		$2.49M Sell
6,078
-168
-3% -$74.5K 0.2% 90
2023
Q2 		$2.88M Sell
6,246
-45
-0.7% -$20.9K 0.22% 83
2023
Q1 		$2.97M Buy
6,291
+24
+0.4% +$11.3K 0.23% 76
2022
Q4 		$3.05M Buy
6,267
+662
+12% +$308K 0.26% 79
2022
Q3 		$2.17M Sell
5,605
-333
-6% -$139K 0.2% 82
2022
Q2 		$2.55M Buy
5,938
+191
+3% +$83.9K 0.23% 79
2022
Q1 		$2.54M Buy
5,747
+164
+3% +$66.5K 0.2% 84
2021
Q4 		$1.98M Sell
5,583
-108
-2% -$37.4K 0.15% 105
2021
Q3 		$1.96M Buy
5,691
+70
+1% +$25.3K 0.16% 103
2021
Q2 		$2.13M Buy
5,621
+64
+1% +$24.6K 0.18% 97
2021
Q1 		$2.05M Buy
5,557
+570
+11% +$196K 0.18% 105
2020
Q4 		$1.77M Buy
4,987
+2,154
+76% +$792K 0.23% 92
2020
Q3 		$1.09M Buy
2,833
+103
+4% +$39.3K 0.24% 72
2020
Q2 		$996K Buy
2,730
+1,510
+124% +$570K 0.24% 70
2020
Q1 		$413K Sell
1,220
-3
-0.2% -$1.18K 0.12% 100
2019
Q4 		$476K Buy
1,223
+3
+0.2% +$1.15K 0.11% 112
2019
Q3 		$476K Buy
1,220
+125
+11% +$47K 0.12% 109
2019
Q2 		$398K Hold
1,095
– – 0.11% 117
2019
Q1 		$329K Sell
1,095
-50
-4% -$14.7K 0.09% 123
2018
Q4 		$300K Sell
1,145
-29
-2% -$8.8K 0.1% 123
2018
Q3 		$406K Buy
1,174
+9
+0.8% +$2.9K 0.12% 109
2018
Q2 		$344K Buy
1,165
+1
+0.1% +$323 0.11% 120
2018
Q1 		$394K Buy
1,164
+49
+4% +$16.7K 0.13% 110
2017
Q4 		$358K Hold
1,115
– – 0.12% 113
2017
Q3 		$346K Buy
1,115
+1
+0.1% +$298 0.13% 111
2017
Q2 		$309K Sell
1,114
-190
-15% -$52.2K 0.14% 101
2017
Q1 		$349K Buy
1,304
+41
+3% +$10.7K 0.16% 90
2016
Q4 		$316K Buy
1,263
+131
+12% +$32.7K 0.16% 91
2016
Q3 		$271K Hold
1,132
– – 0.14% 98
2016
Q2 		$281K Hold
1,132
– – 0.15% 100
2016
Q1 		$251K Hold
1,132
– – 0.14% 107
2015
Q4 		$246K Hold
1,132
– – 0.14% 97
2015
Q3 		$235K Sell
1,132
-62
-5% -$12.6K 0.15% 96
2015
Q2 		$222K Buy
1,194
+183
+18% +$35.2K 0.12% 112
2015
Q1 		$205K Buy
+1,011
New +$200K 0.13% 106

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

McKinley Carter Wealth Services's LMT Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Lockheed Martin (LMT) stake by 2.3% in Q1 2026, selling an estimated $105K and leaving 7,426 shares worth $4.49M. The position accounts for 0.26% of the portfolio, ranked #83.

McKinley Carter Wealth Services first reported a position in LMT in Q1 2015 and has held it in 45 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • McKinley Carter Wealth Services held 7,426 shares of Lockheed Martin worth $4.49M as of Q1 2026.
  • McKinley Carter Wealth Services sold 171 Lockheed Martin shares in Q1 2026, an estimated $105K.
  • Lockheed Martin made up 0.26% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #83 holding.
  • McKinley Carter Wealth Services first reported a position in Lockheed Martin in Q1 2015 and has held it in 45 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.