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Money Concepts Capital’s Lockheed Martin LMT Stock Holding History

Money Concepts Capital’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 		$4.61M Buy
7,629
+97
+1% +$59.8K 0.26% 88
2025
Q4 		$3.64M Buy
7,532
+249
+3% +$119K 0.2% 106
2025
Q3 		$3.64M Sell
7,283
-1,445
-17% -$656K 0.22% 98
2025
Q2 		$4.04M Buy
8,728
+714
+9% +$334K 0.27% 81
2025
Q1 		$3.58M Buy
8,014
+356
+5% +$164K 0.27% 83
2024
Q4 		$3.72M Buy
7,658
+85
+1% +$46.3K 0.28% 77
2024
Q3 		$4.43M Buy
7,573
+262
+4% +$141K 0.34% 66
2024
Q2 		$3.42M Buy
7,311
+38
+0.5% +$17.6K 0.29% 82
2024
Q1 		$3.31M Sell
7,273
-47,378
-87% -$20.8M 0.31% 85
2023
Q4 		$24.8M Buy
54,651
+47,724
+689% +$21.1M 2.3% 5
2023
Q3 		$2.84M Sell
6,927
-1,269
-15% -$563K 0.3% 97
2023
Q2 		$3.78M Sell
8,196
-78,833
-91% -$36.6M 0.39% 81
2023
Q1 		$41.5M Buy
87,029
+17,657
+25% +$8.28M 2.31% 2
2022
Q4 		$33.7M Buy
69,372
+10,607
+18% +$4.93M 1.51% 12
2022
Q3 		$22.7M Buy
58,765
+58,467
+19,620% +$24.4M 1.34% 20
2022
Q2 		$129K Sell
298
-2,065
-87% -$907K 0.01% 516
2022
Q1 		$1.04M Buy
2,363
+1,797
+317% +$728K 0.06% 294
2021
Q4 		$201K Buy
+566
New +$196K 0.02% 489
2021
Q1 		$227K Sell
615
-81
-12% -$27.8K 0.02% 454
2020
Q4 		$247K Buy
+696
New +$256K 0.02% 384

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

Money Concepts Capital's LMT Position: Q1 2026 in Review

Money Concepts Capital increased its Lockheed Martin (LMT) stake by 1.3% in Q1 2026, buying an estimated $59.8K and bringing the position to 7,629 shares worth $4.61M. The position accounts for 0.26% of the portfolio, ranked #88.

Money Concepts Capital first reported a position in LMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $41.5M in Q1 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Money Concepts Capital held 7,629 shares of Lockheed Martin worth $4.61M as of Q1 2026.
  • Money Concepts Capital bought 97 Lockheed Martin shares in Q1 2026, an estimated $59.8K.
  • Lockheed Martin made up 0.26% of Money Concepts Capital's portfolio in Q1 2026, its #88 holding.
  • Money Concepts Capital first reported a position in Lockheed Martin in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Lockheed Martin position peaked at $41.5M in Q1 2023.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.