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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
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 $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

Moran Wealth Management's LMT Position: Q1 2026 in Review

Moran Wealth Management reduced its Lockheed Martin (LMT) stake by 10% in Q1 2026, selling an estimated $2.85M and leaving 41,736 shares worth $25.2M. The position accounts for 0.77% of the portfolio, ranked #22.

Moran Wealth Management first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $63.1M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Moran Wealth Management held 41,736 shares of Lockheed Martin worth $25.2M as of Q1 2026.
  • Moran Wealth Management sold 4,629 Lockheed Martin shares in Q1 2026, an estimated $2.85M.
  • Lockheed Martin made up 0.77% of Moran Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Moran Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Lockheed Martin position peaked at $63.1M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.