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Moseley Investment Management’s Lockheed Martin LMT Stock Holding History

Moseley Investment 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 		$3.72M Buy
6,157
+41
+0.7% +$25.3K 1.19% 20
2025
Q4 		$2.96M Sell
6,116
-109
-2% -$52.2K 0.91% 26
2025
Q3 		$3.11M Buy
6,225
+612
+11% +$278K 0.95% 25
2025
Q2 		$2.6M Buy
5,613
+134
+2% +$62.7K 0.9% 28
2025
Q1 		$2.45M Buy
5,479
+46
+0.8% +$21.2K 0.96% 24
2024
Q4 		$2.64M Buy
5,433
+100
+2% +$54.5K 1.03% 21
2024
Q3 		$3.12M Buy
5,333
+39
+0.7% +$20.9K 1.24% 19
2024
Q2 		$2.47M Buy
5,294
+151
+3% +$69.8K 1.15% 19
2024
Q1 		$2.34M Sell
5,143
-238
-4% -$104K 1.16% 20
2023
Q4 		$2.44M Buy
5,381
+199
+4% +$88.2K 1.36% 18
2023
Q3 		$2.12M Sell
5,182
-1
-0% -$444 1.27% 18
2023
Q2 		$2.39M Buy
5,183
+141
+3% +$65.4K 1.39% 19
2023
Q1 		$2.38M Sell
5,042
-134
-3% -$62.8K 1.55% 17
2022
Q4 		$2.52M Sell
5,176
-245
-5% -$114K 1.8% 14
2022
Q3 		$2.09M Sell
5,421
-33
-0.6% -$13.8K 1.54% 16
2022
Q2 		$2.35M Sell
5,454
-88
-2% -$38.6K 1.64% 15
2022
Q1 		$2.45M Sell
5,542
-3
-0.1% -$1.22K 1.32% 19
2021
Q4 		$1.97M Buy
5,545
+399
+8% +$138K 0.9% 31
2021
Q3 		$1.79M Buy
5,146
+673
+15% +$244K 0.9% 31
2021
Q2 		$1.69M Buy
4,473
+269
+6% +$103K 0.83% 34
2021
Q1 		$1.55M Sell
4,204
-798
-16% -$274K 0.86% 31
2020
Q4 		$1.78M Buy
5,002
+518
+12% +$190K 1.03% 26
2020
Q3 		$1.72M Buy
4,484
+782
+21% +$298K 1.22% 18
2020
Q2 		$1.35M Buy
3,702
+126
+4% +$47.6K 1.12% 22
2020
Q1 		$1.21M Buy
3,576
+354
+11% +$139K 1.42% 18
2019
Q4 		$1.25M Buy
3,222
+13
+0.4% +$4.99K 1.23% 26
2019
Q3 		$1.25M Sell
3,209
-374
-10% -$141K 1.31% 22
2019
Q2 		$1.3M Sell
3,583
-195
-5% -$65.2K 1.21% 24
2019
Q1 		$1.13M Buy
+3,778
New +$1.11M 1.18% 23

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

Moseley Investment Management's LMT Position: Q1 2026 in Review

Moseley Investment Management increased its Lockheed Martin (LMT) stake by 0.67% in Q1 2026, buying an estimated $25.3K and bringing the position to 6,157 shares worth $3.72M. The position accounts for 1.19% of the portfolio, ranked #20.

Moseley Investment Management first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Moseley Investment Management held 6,157 shares of Lockheed Martin worth $3.72M as of Q1 2026.
  • Moseley Investment Management bought 41 Lockheed Martin shares in Q1 2026, an estimated $25.3K.
  • Lockheed Martin made up 1.19% of Moseley Investment Management's portfolio in Q1 2026, its #20 holding.
  • Moseley Investment Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.