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MONECO Advisors’s Lockheed Martin LMT Stock Holding History

MONECO 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 		$1.18M Sell
1,947
-7
-0.4% -$4.31K 0.09% 193
2025
Q4 		$945K Sell
1,954
-8
-0.4% -$3.83K 0.08% 220
2025
Q3 		$979K Sell
1,962
-47
-2% -$21.3K 0.08% 208
2025
Q2 		$930K Sell
2,009
-60
-3% -$28.1K 0.09% 203
2025
Q1 		$924K Sell
2,069
-115
-5% -$52.9K 0.1% 187
2024
Q4 		$1.06M Buy
2,184
+69
+3% +$37.6K 0.11% 173
2024
Q3 		$1.24M Sell
2,115
-42
-2% -$22.6K 0.15% 136
2024
Q2 		$1.01M Buy
2,157
+187
+9% +$86.4K 0.15% 145
2024
Q1 		$896K Sell
1,970
-5
-0.3% -$2.19K 0.14% 161
2023
Q4 		$895K Buy
1,975
+74
+4% +$32.8K 0.17% 144
2023
Q3 		$777K Sell
1,901
-63
-3% -$27.9K 0.21% 122
2023
Q2 		$904K Buy
1,964
+23
+1% +$10.7K 0.25% 104
2023
Q1 		$918K Buy
1,941
+228
+13% +$107K 0.27% 96
2022
Q4 		$834K Buy
1,713
+6
+0.4% +$2.79K 0.3% 85
2022
Q3 		$659K Buy
1,707
+37
+2% +$15.4K 0.26% 89
2022
Q2 		$718K Buy
1,670
+9
+0.5% +$3.95K 0.28% 85
2022
Q1 		$733K Buy
1,661
+16
+1% +$6.49K 0.27% 85
2021
Q4 		$641K Buy
1,645
+79
+5% +$27.3K 0.24% 99
2021
Q3 		$540K Buy
1,566
+267
+21% +$96.6K 0.21% 108
2021
Q2 		$492K Buy
1,299
+125
+11% +$48.1K 0.23% 106
2021
Q1 		$434K Buy
1,174
+500
+74% +$172K 0.21% 111
2020
Q4 		$233K Buy
674
+3
+0.4% +$1.1K 0.13% 149
2020
Q3 		$257K Buy
671
+42
+7% +$16K 0.16% 121
2020
Q2 		$229K Buy
+629
New +$238K 0.18% 118
2020
Q1 		– Sell
-506
Closed -$215K – 139
2019
Q4 		$215K Sell
506
-28
-5% -$10.7K 0.15% 137
2019
Q3 		$208K Buy
+534
New +$201K 0.16% 134
2019
Q2 		– Sell
-786
Closed -$236K – 138
2019
Q1 		$236K Buy
+786
New +$231K 0.19% 115

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

MONECO Advisors's LMT Position: Q1 2026 in Review

MONECO Advisors reduced its Lockheed Martin (LMT) stake by 0.36% in Q1 2026, selling an estimated $4.31K and leaving 1,947 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #193.

MONECO Advisors first reported a position in LMT in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • MONECO Advisors held 1,947 shares of Lockheed Martin worth $1.18M as of Q1 2026.
  • MONECO Advisors sold 7 Lockheed Martin shares in Q1 2026, an estimated $4.31K.
  • Lockheed Martin made up 0.09% of MONECO Advisors's portfolio in Q1 2026, its #193 holding.
  • MONECO Advisors first reported a position in Lockheed Martin in Q1 2019 and has held it in 27 quarters since.
  • MONECO Advisors's Lockheed Martin position peaked at $1.24M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.