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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
Q2 		$2.57M Sell
5,042
-2,587
-34% -$1.4M 0.12% 158
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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Money Concepts Capital's LMT Position: Q2 2026 in Review

Money Concepts Capital reduced its Lockheed Martin (LMT) stake by 34% in Q2 2026, selling an estimated $1.4M and leaving 5,042 shares worth $2.57M. The position accounts for 0.12% of the portfolio, ranked #158.

Money Concepts Capital first reported a position in LMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $41.5M in Q1 2023. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Money Concepts Capital held 5,042 shares of Lockheed Martin worth $2.57M as of Q2 2026.
  • Money Concepts Capital sold 2,587 Lockheed Martin shares in Q2 2026, an estimated $1.4M.
  • Lockheed Martin made up 0.12% of Money Concepts Capital's portfolio in Q2 2026, its #158 holding.
  • Money Concepts Capital first reported a position in Lockheed Martin in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Lockheed Martin position peaked at $41.5M in Q1 2023.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.