Lockheed Martin (LMT) Stock Concentration Calculator
Calculator · free · no signup · LMTQuantify Lockheed Martin concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Lockheed Martin
Lockheed Martin (LMT) is a public Aerospace/Defense company, incorporated in Maryland and headquartered in Bethesda, MD.
Equity grants at Lockheed Martin typically include restricted stock units (RSUs).
The Lockheed Martin Corporation is an American defense and aerospace manufacturer. It is headquartered in North Bethesda, Maryland, United States. The company was formed by the merger of the Lockheed Corporation with Martin Marietta on March 15, 1995.
Source: Wikipedia (CC BY-SA 4.0)
Lockheed and Martin Marietta merged in 1995, combining a company whose Skunk Works built the U-2 and SR-71 with a missiles and space business. The F-35 program is the largest single line, a multi-decade international effort that shapes both revenue and political attention. Other segments cover rotary aircraft through Sikorsky, missiles and fire control including HIMARS and PAC-3, and space systems. Nearly all revenue comes from governments, mostly the US Department of Defense, which makes budget cycles and program milestones the operating variables. Headquarters are in Bethesda, Maryland.
Sources: lockheedmartin.com · en.wikipedia.org
Equity comp at Lockheed Martin
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Lockheed Martin.
If a meaningful share of your net worth sits in LMT, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with LMT's option-implied volatility.
All Lockheed Martin tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Lockheed Martin equity questions
- How much LMT stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your LMT position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Lockheed Martin grant ISOs, NSOs, or RSUs?
- Equity compensation at Lockheed Martin typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Lockheed Martin RSUs use double-trigger vesting?
- No. Lockheed Martin restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your Lockheed Martin equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.