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Moody Lynn & Lieberson’s Lockheed Martin LMT Stock Holding History

Moody Lynn & Lieberson’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 		$551K Hold
1,081
– – 0.03% 168
2026
Q1 		$653K Buy
1,081
+168
+18% +$103K 0.04% 157
2025
Q4 		$442K Sell
913
-32
-3% -$15.3K 0.02% 184
2025
Q3 		$472K Sell
945
-76
-7% -$34.5K 0.03% 177
2025
Q2 		$473K Sell
1,021
-227
-18% -$106K 0.03% 176
2025
Q1 		$557K Sell
1,248
-41,680
-97% -$19.2M 0.04% 165
2024
Q4 		$20.9M Sell
42,928
-274
-0.6% -$149K 1.28% 25
2024
Q3 		$25.3M Buy
43,202
+2,737
+7% +$1.47M 1.56% 22
2024
Q2 		$18.9M Buy
40,465
+3,093
+8% +$1.43M 1.24% 25
2024
Q1 		$17M Sell
37,372
-12,861
-26% -$5.64M 1.14% 29
2023
Q4 		$22.8M Buy
50,233
+5,629
+13% +$2.49M 1.73% 19
2023
Q3 		$18.2M Sell
44,604
-2,484
-5% -$1.1M 1.56% 23
2023
Q2 		$21.7M Sell
47,088
-4,142
-8% -$1.92M 1.75% 21
2023
Q1 		$24.2M Sell
51,230
-2,078
-4% -$974K 2.18% 12
2022
Q4 		$25.9M Buy
53,308
+48
+0.1% +$22.3K 2.37% 11
2022
Q3 		$20.6M Sell
53,260
-1,641
-3% -$685K 1.99% 15
2022
Q2 		$23.6M Buy
54,901
+5,040
+10% +$2.21M 2.12% 13
2022
Q1 		$22M Buy
49,861
+21,049
+73% +$8.53M 1.61% 20
2021
Q4 		$10.2M Sell
28,812
-15,122
-34% -$5.23M 0.69% 43
2021
Q3 		$15.2M Buy
43,934
+3,877
+10% +$1.4M 1.14% 31
2021
Q2 		$15.2M Buy
40,057
+1,960
+5% +$754K 1.14% 31
2021
Q1 		$14.1M Buy
38,097
+17,029
+81% +$5.84M 1.17% 34
2020
Q4 		$7.48M Buy
21,068
+32
+0.2% +$11.8K 0.64% 51
2020
Q3 		$8.06M Buy
21,036
+223
+1% +$85.1K 0.8% 39
2020
Q2 		$7.59M Buy
20,813
+51
+0.2% +$19.3K 0.82% 38
2020
Q1 		$7.04K Sell
20,762
-14,752
-42% -$5.8M 0.97% 32
2019
Q4 		$13.8M Sell
35,514
-1,225
-3% -$470K 1.33% 28
2019
Q3 		$14.3M Sell
36,739
-510
-1% -$192K 1.6% 20
2019
Q2 		$13.5M Buy
37,249
+11,998
+48% +$4.01M 1.49% 25
2019
Q1 		$7.58M Sell
25,251
-300
-1% -$88K 0.87% 42
2018
Q4 		$6.69M Sell
25,551
-10,535
-29% -$3.2M 0.9% 35
2018
Q3 		$12.5M Sell
36,086
-655
-2% -$211K 1.33% 28
2018
Q2 		$10.9M Sell
36,741
-15,810
-30% -$5.1M 1.28% 29
2018
Q1 		$17.8M Sell
52,551
-6,214
-11% -$2.11M 2.15% 10
2017
Q4 		$20.6M Sell
58,765
-2,385
-4% -$752K 2.2% 11
2017
Q3 		$19M Sell
61,150
-1,146
-2% -$342K 2.31% 9
2017
Q2 		$17.3M Buy
62,296
+24,272
+64% +$6.67M 2.27% 8
2017
Q1 		$10.2M Buy
38,024
+381
+1% +$99.8K 1.43% 29
2016
Q4 		$9.41M Buy
37,643
+628
+2% +$157K 1.35% 29
2016
Q3 		$8.87M Sell
37,015
-29,778
-45% -$7.45M 1.48% 21
2016
Q2 		$16.6M Buy
66,793
+2,577
+4% +$608K 2.97% 8
2016
Q1 		$14.2M Sell
64,216
-7,673
-11% -$1.65M 2.24% 9
2015
Q4 		$15.6M Buy
71,889
+33,814
+89% +$7.34M 2.46% 9
2015
Q3 		$7.89M Buy
+38,075
New +$7.75M 1.51% 24

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Moody Lynn & Lieberson's LMT Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,081 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #168.

Moody Lynn & Lieberson first reported a position in LMT in Q3 2015 and has held it in 44 quarters since. The position peaked at $25.9M in Q4 2022. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Moody Lynn & Lieberson held 1,081 shares of Lockheed Martin worth $551K as of Q2 2026.
  • Moody Lynn & Lieberson left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #168 holding.
  • Moody Lynn & Lieberson first reported a position in Lockheed Martin in Q3 2015 and has held it in 44 quarters since.
  • Moody Lynn & Lieberson's Lockheed Martin position peaked at $25.9M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.