MRA Advisory Group
LMT icon

MRA Advisory Group’s Lockheed Martin LMT Stock Holding History

MRA Advisory Group’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
Q3 		$506K Sell
994
-88
-8% -$48.4K 0.19% 79
2026
Q2 		$551K Buy
1,082
+526
+95% +$284K 0.2% 78
2026
Q1 		$336K Buy
556
+2
+0.4% +$1.23K 0.14% 90
2025
Q4 		$268K Sell
554
-158
-22% -$75.6K 0.11% 105
2025
Q3 		$355K Sell
712
-413
-37% -$187K 0.15% 85
2025
Q2 		$521K Sell
1,125
-11
-1% -$5.15K 0.24% 65
2025
Q1 		$507K Buy
1,136
+185
+19% +$85.2K 0.27% 51
2024
Q4 		$462K Buy
951
+14
+1% +$7.63K 0.24% 50
2024
Q3 		$548K Buy
937
+14
+2% +$7.52K 0.3% 46
2024
Q2 		$431K Buy
923
+220
+31% +$102K 0.25% 51
2024
Q1 		$320K Sell
703
-157
-18% -$68.8K 0.19% 67
2023
Q4 		$390K Sell
860
-2,155
-71% -$955K 0.26% 54
2023
Q3 		$1.23M Buy
3,015
+1,940
+180% +$861K 0.88% 32
2023
Q2 		$495K Sell
1,075
-45
-4% -$20.9K 0.34% 52
2023
Q1 		$529K Buy
1,120
+110
+11% +$51.6K 0.38% 49
2022
Q4 		$491K Sell
1,010
-361
-26% -$168K 0.39% 55
2022
Q3 		$562K Sell
1,371
-101
-7% -$42.2K 0.48% 42
2022
Q2 		$633K Sell
1,472
-120
-8% -$52.7K 0.55% 33
2022
Q1 		$703K Buy
+1,592
New +$645K 0.53% 37

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

MRA Advisory Group's LMT Position: Q3 2026 in Review

MRA Advisory Group reduced its Lockheed Martin (LMT) stake by 8.1% in Q3 2026, selling an estimated $48.4K and leaving 994 shares worth $506K. The position accounts for 0.19% of the portfolio, ranked #79.

MRA Advisory Group first reported a position in LMT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.23M in Q3 2023. 2,074 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • MRA Advisory Group held 994 shares of Lockheed Martin worth $506K as of Q3 2026.
  • MRA Advisory Group sold 88 Lockheed Martin shares in Q3 2026, an estimated $48.4K.
  • Lockheed Martin made up 0.19% of MRA Advisory Group's portfolio in Q3 2026, its #79 holding.
  • MRA Advisory Group first reported a position in Lockheed Martin in Q1 2022 and has held it in 19 quarters since.
  • MRA Advisory Group's Lockheed Martin position peaked at $1.23M in Q3 2023.
  • 2,074 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.