MGIA
LMT icon

Moneta Group Investment Advisors’s Lockheed Martin LMT Stock Holding History

Moneta Group Investment 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 		$3.61M Sell
5,967
-85
-1% -$52.4K 0.03% 203
2025
Q4 		$2.93M Buy
6,052
+211
+4% +$101K 0.02% 231
2025
Q3 		$2.92M Buy
5,841
+167
+3% +$75.8K 0.02% 224
2025
Q2 		$2.63M Buy
5,674
+176
+3% +$82.4K 0.03% 198
2025
Q1 		$2.46M Sell
5,498
-331
-6% -$152K 0.03% 186
2024
Q4 		$2.83M Buy
5,829
+2,152
+59% +$1.17M 0.04% 175
2024
Q3 		$2.15M Buy
3,677
+150
+4% +$80.5K 0.03% 189
2024
Q2 		$1.65M Sell
3,527
-19
-0.5% -$8.78K 0.03% 210
2024
Q1 		$1.61M Buy
3,546
+851
+32% +$373K 0.03% 210
2023
Q4 		$1.22M Buy
2,695
+190
+8% +$84.2K 0.02% 213
2023
Q3 		$1.02M Buy
2,505
+17
+0.7% +$7.54K 0.02% 221
2023
Q2 		$1.15M Buy
2,488
+263
+12% +$122K 0.03% 209
2023
Q1 		$1.05M Buy
2,225
+222
+11% +$104K 0.03% 210
2022
Q4 		$928K Sell
2,003
-340
-15% -$158K 0.03% 212
2022
Q3 		$905K Sell
2,343
-67
-3% -$28K 0.03% 199
2022
Q2 		$1.04M Buy
2,410
+299
+14% +$131K 0.04% 202
2022
Q1 		$932K Buy
2,111
+35
+2% +$14.2K 0.04% 214
2021
Q4 		$738K Buy
2,076
+442
+27% +$153K 0.03% 244
2021
Q3 		$564K Sell
1,634
-206
-11% -$74.6K 0.03% 263
2021
Q2 		$696K Buy
1,840
+57
+3% +$21.9K 0.03% 237
2021
Q1 		$659K Buy
1,783
+1,096
+160% +$376K 0.03% 223
2020
Q4 		$244K Buy
687
+16
+2% +$5.88K 0.02% 275
2020
Q3 		$257K Sell
671
-921
-58% -$351K 0.02% 233
2020
Q2 		$581K Buy
1,592
+406
+34% +$153K 0.06% 146
2020
Q1 		$402K Sell
1,186
-483
-29% -$190K 0.04% 172
2019
Q4 		$650K Sell
1,669
-482
-22% -$185K 0.05% 151
2019
Q3 		$839K Buy
2,151
+289
+16% +$109K 0.08% 133
2019
Q2 		$677K Buy
1,862
+383
+26% +$128K 0.07% 138
2019
Q1 		$444K Sell
1,479
-270
-15% -$79.2K 0.05% 149
2018
Q4 		$458K Sell
1,749
-177
-9% -$53.7K 0.05% 146
2018
Q3 		$666K Sell
1,926
-12,608
-87% -$4.07M 0.07% 127
2018
Q2 		$4.29M Buy
14,534
+13,813
+1,916% +$4.46M 0.48% 33
2018
Q1 		$244K Buy
721
+368
+104% +$125K 0.03% 183
2017
Q4 		$113K Buy
+353
New +$111K 0.02% 233
2017
Q3 		– Sell
-1,242
Closed -$345K – 205
2017
Q2 		$345K Buy
1,242
+415
+50% +$114K 0.06% 146
2017
Q1 		$221K Sell
827
-301
-27% -$78.8K 0.04% 147
2016
Q4 		$282K Sell
1,128
-1,122
-50% -$280K 0.06% 132
2016
Q3 		$539K Sell
2,250
-1,350
-38% -$338K 0.12% 75
2016
Q2 		$893K Buy
3,600
+165
+5% +$38.9K 0.2% 73
2016
Q1 		$761K Buy
3,435
+1,225
+55% +$264K 0.17% 79
2015
Q4 		$480K Sell
2,210
-7,119
-76% -$1.54M 0.12% 82
2015
Q3 		$1.93M Buy
9,329
+2,034
+28% +$414K 0.54% 28
2015
Q2 		$1.36M Buy
7,295
+4,656
+176% +$897K 0.41% 33
2015
Q1 		$536K Sell
2,639
-1
-0% -$197 0.23% 76
2014
Q4 		$508K Sell
2,640
-390
-13% -$72.4K 0.24% 70
2014
Q3 		$554K Buy
3,030
+100
+3% +$17K 0.29% 60
2014
Q2 		$471K Buy
2,930
+415
+17% +$67.5K 0.25% 64
2014
Q1 		$411K Sell
2,515
-151
-6% -$23.7K 0.24% 66
2013
Q4 		$396K Sell
2,666
-104
-4% -$14.1K 0.24% 73
2013
Q3 		$353K Buy
2,770
+130
+5% +$15.8K 0.23% 76
2013
Q2 		$286K Buy
+2,640
New +$270K 0.2% 88

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

Moneta Group Investment Advisors's LMT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Lockheed Martin (LMT) stake by 1.4% in Q1 2026, selling an estimated $52.4K and leaving 5,967 shares worth $3.61M. The position accounts for 0.03% of the portfolio, ranked #203.

Moneta Group Investment Advisors first reported a position in LMT in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.29M in Q2 2018. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Moneta Group Investment Advisors held 5,967 shares of Lockheed Martin worth $3.61M as of Q1 2026.
  • Moneta Group Investment Advisors sold 85 Lockheed Martin shares in Q1 2026, an estimated $52.4K.
  • Lockheed Martin made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #203 holding.
  • Moneta Group Investment Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 51 quarters since.
  • Moneta Group Investment Advisors's Lockheed Martin position peaked at $4.29M in Q2 2018.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.