Mercer Global Advisors
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Mercer Global Advisors’s Lockheed Martin LMT Stock Holding History

Mercer Global 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 		$54.1M Buy
89,478
+8,568
+11% +$5.28M 0.08% 145
2025
Q4 		$41.7M Buy
80,910
+13,142
+19% +$6.29M 0.06% 192
2025
Q3 		$33.8M Buy
67,768
+17,795
+36% +$8.07M 0.06% 204
2025
Q2 		$23.1M Sell
49,973
-950
-2% -$445K 0.05% 217
2025
Q1 		$22.7M Sell
50,923
-989
-2% -$455K 0.05% 202
2024
Q4 		$25.2M Sell
51,912
-9,951
-16% -$5.42M 0.06% 168
2024
Q3 		$37.5M Buy
61,863
+11,414
+23% +$6.13M 0.09% 132
2024
Q2 		$23.6M Buy
50,449
+3,189
+7% +$1.47M 0.06% 169
2024
Q1 		$21.5M Buy
47,260
+484
+1% +$212K 0.06% 188
2023
Q4 		$21.2M Buy
46,776
+3,961
+9% +$1.75M 0.06% 185
2023
Q3 		$17.5M Sell
42,815
-3,436
-7% -$1.52M 0.07% 181
2023
Q2 		$21.3M Sell
46,251
-3,466
-7% -$1.61M 0.08% 163
2023
Q1 		$23.5M Buy
49,717
+4,097
+9% +$1.92M 0.11% 146
2022
Q4 		$22.2M Buy
45,620
+4,197
+10% +$1.95M 0.11% 149
2022
Q3 		$16M Buy
41,423
+19,152
+86% +$8M 0.1% 166
2022
Q2 		$9.57M Buy
22,271
+958
+4% +$421K 0.06% 232
2022
Q1 		$9.41M Sell
21,313
-490
-2% -$199K 0.06% 236
2021
Q4 		$7.75M Sell
21,803
-900
-4% -$311K 0.05% 281
2021
Q3 		$7.84M Buy
22,703
+2,862
+14% +$1.04M 0.05% 267
2021
Q2 		$7.51M Buy
19,841
+1,537
+8% +$591K 0.06% 257
2021
Q1 		$6.76M Buy
18,304
+3,288
+22% +$1.13M 0.06% 248
2020
Q4 		$5.33M Sell
15,016
-32
-0.2% -$11.8K 0.07% 216
2020
Q3 		$5.77M Buy
15,048
+453
+3% +$173K 0.09% 177
2020
Q2 		$5.33M Buy
14,595
+285
+2% +$108K 0.1% 159
2020
Q1 		$4.85M Buy
14,310
+1,480
+12% +$582K 0.11% 162
2019
Q4 		$5M Sell
12,830
-580
-4% -$223K 0.1% 167
2019
Q3 		$5.23M Sell
13,410
-112
-0.8% -$42.1K 0.12% 147
2019
Q2 		$4.92M Buy
13,522
+2,955
+28% +$989K 0.13% 138
2019
Q1 		$3.17M Buy
+10,567
New +$3.1M 0.11% 154

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

Mercer Global Advisors's LMT Position: Q1 2026 in Review

Mercer Global Advisors increased its Lockheed Martin (LMT) stake by 11% in Q1 2026, buying an estimated $5.28M and bringing the position to 89,478 shares worth $54.1M. The position accounts for 0.08% of the portfolio, ranked #145.

Mercer Global Advisors first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Mercer Global Advisors held 89,478 shares of Lockheed Martin worth $54.1M as of Q1 2026.
  • Mercer Global Advisors bought 8,568 Lockheed Martin shares in Q1 2026, an estimated $5.28M.
  • Lockheed Martin made up 0.08% of Mercer Global Advisors's portfolio in Q1 2026, its #145 holding.
  • Mercer Global Advisors first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.