Advisory Research’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.26M | Sell |
5,392
-433
| -7% | -$267K | 0.4% | 51 |
|
|
2025
Q4 | $2.82M | Buy |
5,825
+119
| +2% | +$56.9K | 0.35% | 56 |
|
|
2025
Q3 | $2.85M | Buy |
5,706
+1,908
| +50% | +$866K | 0.37% | 56 |
|
|
2025
Q2 | $1.76M | Buy |
3,798
+1,147
| +43% | +$537K | 0.27% | 78 |
|
|
2025
Q1 | $1.18M | Buy |
2,651
+119
| +5% | +$54.8K | 0.21% | 100 |
|
|
2024
Q4 | $1.23M | Hold |
2,532
| – | – | 0.2% | 98 |
|
|
2024
Q3 | $1.48M | Sell |
2,532
-2,491
| -50% | -$1.34M | 0.26% | 87 |
|
|
2024
Q2 | $2.35M | Buy |
5,023
+568
| +13% | +$263K | 0.44% | 54 |
|
|
2024
Q1 | $2.03M | Sell |
4,455
-818
| -16% | -$359K | 0.4% | 58 |
|
|
2023
Q4 | $2.39M | Sell |
5,273
-250
| -5% | -$111K | 0.37% | 70 |
|
|
2023
Q3 | $2.26M | Sell |
5,523
-1,234
| -18% | -$547K | 0.31% | 87 |
|
|
2023
Q2 | $3.11M | Buy |
6,757
+212
| +3% | +$98.4K | 0.4% | 63 |
|
|
2023
Q1 | $3.09M | Sell |
6,545
-13
| -0.2% | -$6.1K | 0.51% | 49 |
|
|
2022
Q4 | $3.19M | Sell |
6,558
-10
| -0.2% | -$4.65K | 0.3% | 56 |
|
|
2022
Q3 | $2.54M | Buy |
6,568
+1,467
| +29% | +$613K | 0.25% | 75 |
|
|
2022
Q2 | $2.19M | Sell |
5,101
-57
| -1% | -$25K | 0.21% | 77 |
|
|
2022
Q1 | $2.28M | Buy |
+5,158
| New | +$2.09M | 0.18% | 88 |
|
|
2021
Q3 | – | Sell |
-3,605
| Closed | -$1.36M | – | 389 |
|
|
2021
Q2 | $1.36M | Sell |
3,605
-3
| -0.1% | -$1.15K | 0.09% | 177 |
|
|
2021
Q1 | $1.33M | Buy |
3,608
+35
| +1% | +$12K | 0.09% | 174 |
|
|
2020
Q4 | $1.27M | Sell |
3,573
-508
| -12% | -$187K | 0.09% | 167 |
|
|
2020
Q3 | $1.56M | Sell |
4,081
-43,602
| -91% | -$16.6M | 0.15% | 123 |
|
|
2020
Q2 | $17.4M | Sell |
47,683
-20,213
| -30% | -$7.63M | 1.55% | 12 |
|
|
2020
Q1 | $23M | Sell |
67,896
-2,938
| -4% | -$1.16M | 1.6% | 21 |
|
|
2019
Q4 | $27.6M | Buy |
70,834
+63,826
| +911% | +$24.5M | 1.27% | 29 |
|
|
2019
Q3 | $2.73M | Sell |
7,008
-57
| -0.8% | -$21.4K | 0.13% | 101 |
|
|
2019
Q2 | $2.57M | Sell |
7,065
-153
| -2% | -$51.2K | 0.05% | 167 |
|
|
2019
Q1 | $2.17M | Sell |
7,218
-46,291
| -87% | -$13.6M | 0.04% | 177 |
|
|
2018
Q4 | $14M | Sell |
53,509
-3,563
| -6% | -$1.08M | 0.3% | 96 |
|
|
2018
Q3 | $19.7M | Sell |
57,072
-3,463
| -6% | -$1.12M | 0.32% | 79 |
|
|
2018
Q2 | $17.9M | Buy |
60,535
+624
| +1% | +$201K | 0.29% | 96 |
|
|
2018
Q1 | $20.2M | Buy |
+59,911
| New | +$20.4M | 0.36% | 81 |
|
|
2014
Q2 | – | Sell |
-424
| Closed | -$69K | – | 520 |
|
|
2014
Q1 | $69K | Buy |
+424
| New | +$66.6K | ﹤0.01% | 567 |
|
Other funds holding LMT
VCM
VPM
Advisory Research's LMT Position: Q1 2026 in Review
Advisory Research reduced its Lockheed Martin (LMT) stake by 7.4% in Q1 2026, selling an estimated $267K and leaving 5,392 shares worth $3.26M. The position accounts for 0.4% of the portfolio, ranked #51.
Advisory Research first reported a position in LMT in Q1 2014 and has held it in 32 quarters since. The position peaked at $27.6M in Q4 2019. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Advisory Research held 5,392 shares of Lockheed Martin worth $3.26M as of Q1 2026.
- Advisory Research sold 433 Lockheed Martin shares in Q1 2026, an estimated $267K.
- Lockheed Martin made up 0.4% of Advisory Research's portfolio in Q1 2026, its #51 holding.
- Advisory Research first reported a position in Lockheed Martin in Q1 2014 and has held it in 32 quarters since.
- Advisory Research's Lockheed Martin position peaked at $27.6M in Q4 2019.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.