LMT monthly performance report
Check LMT's monthly returns, drawdown, and seasonality trends — updated every month.
LMT monthly report
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Key takeaways
- Lockheed Martin (LMT) closed September 2026 at $533.38, down 4.96% for the month and +12.62% over the trailing 12 months.
- Year-to-date, LMT is +10.28%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −4.57% versus its 200-day moving average ($558.93), a cautious technical signal.
- Over the past three years, LMT has underperformed the S&P 500 by −47.61%, with a relative strength index reading of 72.3.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Lockheed Martin ended September 2026 at $533.38, posting a monthly return of −4.96%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −4.26%.
The current quarter stands at +4.70% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −4.57% versus the 200-day moving average ($558.93).
Year-to-date, LMT is +10.28% against SPY +11.70%, a gap of −1.42%. The stock is currently −22.92% below its 52-week high, with maximum 3-year drawdown at −33.17%.
| Period | LMT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.88% | −0.12% | −0.76% |
| 1 Week | +1.75% | −0.34% | +2.09% |
| 1 Month | −4.96% | −0.70% | −4.26% |
| 3 Months | +0.57% | +2.80% | −2.23% |
| 6 Months | −18.30% | +13.85% | −32.15% |
| YTD | +10.28% | +11.70% | −1.42% |
| 12 Months | +12.62% | +15.01% | −2.40% |
| 3 Years | +24.08% | +71.69% | −47.61% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +31.13% |
| #2 | Jul 2024 | +16.02% |
| #3 | Jul 2026 | +14.38% |
| #4 | Oct 2023 | +11.17% |
| #5 | Sep 2025 | +9.56% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | −14.30% |
| #2 | Jul 2025 | −9.10% |
| #3 | Sep 2023 | −8.79% |
| #4 | Dec 2024 | −8.21% |
| #5 | Mar 2026 | −8.16% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.68% |
| Q3 2025 | +7.79% |
| Q4 2025 | −3.11% |
| Q1 2026 | +24.96% |
| Q2 2026 | −15.71% |
| Q3 2026 (QTD) | +4.70% |
| Year | Return |
|---|---|
| 2023 | −6.83% |
| 2024 | +7.21% |
| 2025 | −0.47% |
| 2026 | +10.28% |
| Metric | Value |
|---|---|
| 52-Week High | $692.00 (2026-03-02) |
| 52-Week Low | $437.25 (2025-12-02) |
| Current Price | $533.38 |
| 200-Day Moving Average | $558.93 |
| Price vs 200DMA | −4.57% |
| 3-Year Maximum Drawdown | −33.17% (2025-07-22) |
| Current Drawdown from 52W High | −22.92% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 72.3 |
| 3-Year Excess Return vs S&P 500 | −47.61% |
| RS Peak | 112.2 (Oct 2023) |
| RS Trough | 66.6 (Dec 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was LMT's return for this report period?
LMT returned −4.96% in the latest monthly window ending 2026-09-18.
Has LMT outperformed SPY year to date?
YTD LMT: +10.28% vs SPY: +11.70%.
What is LMT's 12-month return?
+12.62% over the trailing 12 months.
Is LMT above or below its 200-day moving average?
Price is −4.57% versus 200DMA ($558.93).
What is the maximum drawdown in the 3-year window?
−33.17% on 2025-07-22.