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Moran Wealth Management’s Lockheed Martin LMT Stock Holding History

Moran Wealth Management’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 		$17.2M Sell
33,732
-8,004
-19% -$4.33M 0.47% 57
2026
Q1 		$25.2M Sell
41,736
-4,629
-10% -$2.85M 0.77% 22
2025
Q4 		$22.4M Sell
46,365
-1,763
-4% -$844K 0.69% 32
2025
Q3 		$24M Sell
48,128
-33,247
-41% -$15.1M 0.72% 30
2025
Q2 		$37.7M Sell
81,375
-1,216
-1% -$569K 1.16% 11
2025
Q1 		$36.9M Sell
82,591
-22,535
-21% -$10.4M 1.24% 9
2024
Q4 		$51.1M Sell
105,126
-2,790
-3% -$1.52M 1.63% 6
2024
Q3 		$63.1M Buy
107,916
+1,334
+1% +$716K 1.94% 2
2024
Q2 		$49.8M Buy
106,582
+33,454
+46% +$15.5M 1.64% 4
2024
Q1 		$33.3M Sell
73,128
-480
-0.7% -$210K 1.08% 14
2023
Q4 		$33.4M Sell
73,608
-1,665
-2% -$738K 1.19% 11
2023
Q3 		$30.8M Sell
75,273
-1,109
-1% -$492K 1.19% 12
2023
Q2 		$35.2M Sell
76,382
-2,297
-3% -$1.07M 1.32% 8
2023
Q1 		$37.2M Sell
78,679
-3,706
-4% -$1.74M 1.41% 6
2022
Q4 		$40.1M Buy
+82,385
New +$38.3M 1.52% 6

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Moran Wealth Management's LMT Position: Q2 2026 in Review

Moran Wealth Management reduced its Lockheed Martin (LMT) stake by 19% in Q2 2026, selling an estimated $4.33M and leaving 33,732 shares worth $17.2M. The position accounts for 0.47% of the portfolio, ranked #57.

Moran Wealth Management first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $63.1M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Moran Wealth Management held 33,732 shares of Lockheed Martin worth $17.2M as of Q2 2026.
  • Moran Wealth Management sold 8,004 Lockheed Martin shares in Q2 2026, an estimated $4.33M.
  • Lockheed Martin made up 0.47% of Moran Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Moran Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Lockheed Martin position peaked at $63.1M in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.