AFT Forsyth & Company’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
Q2 | $1.48M | Sell |
2,913
-400
| -12% | -$216K | 0.71% | 34 |
|
|
2026
Q1 | $2M | Buy |
3,313
+50
| +2% | +$30.8K | 0.94% | 23 |
|
|
2025
Q4 | $1.58M | Buy |
3,263
+145
| +5% | +$69.4K | 0.68% | 35 |
|
|
2025
Q3 | $1.56M | Hold |
3,118
| – | – | 0.75% | 30 |
|
|
2025
Q2 | $1.44M | Buy |
3,118
+85
| +3% | +$39.8K | 0.74% | 31 |
|
|
2025
Q1 | $1.35M | Sell |
3,033
-55
| -2% | -$25.3K | 0.73% | 33 |
|
|
2024
Q4 | $1.5M | Buy |
3,088
+32
| +1% | +$17.4K | 0.74% | 33 |
|
|
2024
Q3 | $1.79M | Sell |
3,056
-50
| -2% | -$26.8K | 0.88% | 29 |
|
|
2024
Q2 | $1.45M | Buy |
3,106
+251
| +9% | +$116K | 0.71% | 33 |
|
|
2024
Q1 | $1.3M | Sell |
2,855
-200
| -7% | -$87.7K | 0.74% | 34 |
|
|
2023
Q4 | $1.38M | Buy |
3,055
+25
| +0.8% | +$11.1K | 0.87% | 35 |
|
|
2023
Q3 | $1.24M | Sell |
3,030
-60
| -2% | -$26.6K | 0.91% | 33 |
|
|
2023
Q2 | $1.42M | Hold |
3,090
| – | – | 1.01% | 28 |
|
|
2023
Q1 | $1.46M | Sell |
3,090
-10
| -0.3% | -$4.69K | 1.13% | 21 |
|
|
2022
Q4 | $1.51M | Sell |
3,100
-170
| -5% | -$79K | 1.29% | 20 |
|
|
2022
Q3 | $1.26M | Buy |
3,270
+75
| +2% | +$31.3K | 1.13% | 27 |
|
|
2022
Q2 | $1.37M | Buy |
3,195
+76
| +2% | +$33.4K | 1.11% | 24 |
|
|
2022
Q1 | $1.38M | Sell |
3,119
-90
| -3% | -$36.5K | 0.88% | 31 |
|
|
2021
Q4 | $1.14M | Sell |
3,209
-148
| -4% | -$51.2K | 0.59% | 53 |
|
|
2021
Q3 | $1.16M | Sell |
3,357
-280
| -8% | -$101K | 0.62% | 52 |
|
|
2021
Q2 | $1.38M | Hold |
3,637
| – | – | 0.73% | 38 |
|
|
2021
Q1 | $1.34M | Buy |
3,637
+135
| +4% | +$46.3K | 0.81% | 34 |
|
|
2020
Q4 | $1.24M | Sell |
3,502
-160
| -4% | -$58.8K | 0.78% | 36 |
|
|
2020
Q3 | $1.4M | Sell |
3,662
-84
| -2% | -$32.1K | 1.04% | 20 |
|
|
2020
Q2 | $1.37M | Sell |
3,746
-65
| -2% | -$24.6K | 1.15% | 20 |
|
|
2020
Q1 | $1.29M | Sell |
3,811
-514
| -12% | -$202K | 1.3% | 20 |
|
|
2019
Q4 | $1.68M | Hold |
4,325
| – | – | 1.29% | 19 |
|
|
2019
Q3 | $1.69M | Buy |
4,325
+60
| +1% | +$22.6K | 1.39% | 20 |
|
|
2019
Q2 | $1.55M | Buy |
4,265
+260
| +6% | +$87K | 1.28% | 22 |
|
|
2019
Q1 | $1.2M | Buy |
4,005
+15
| +0.4% | +$4.4K | 1.04% | 28 |
|
|
2018
Q4 | $1.04M | Sell |
3,990
-80
| -2% | -$24.3K | 1.04% | 28 |
|
|
2018
Q3 | $1.41M | Buy |
4,070
+70
| +2% | +$22.6K | 1.17% | 23 |
|
|
2018
Q2 | $1.18M | Sell |
4,000
-170
| -4% | -$54.8K | 1.04% | 28 |
|
|
2018
Q1 | $1.41M | Buy |
4,170
+75
| +2% | +$25.5K | 1.32% | 18 |
|
|
2017
Q4 | $1.31M | Buy |
+4,095
| New | +$1.29M | 1.29% | 23 |
|
|
2013
Q3 | $324K | Buy |
2,541
+675
| +36% | +$81.9K | 0.42% | 77 |
|
|
2013
Q2 | $202K | Buy |
+1,866
| New | +$191K | 0.29% | 90 |
|
Other funds holding LMT
AFT Forsyth & Company's LMT Position: Q2 2026 in Review
AFT Forsyth & Company reduced its Lockheed Martin (LMT) stake by 12% in Q2 2026, selling an estimated $216K and leaving 2,913 shares worth $1.48M. The position accounts for 0.71% of the portfolio, ranked #34.
AFT Forsyth & Company first reported a position in LMT in Q2 2013 and has held it in 37 quarters since. The position peaked at $2M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- AFT Forsyth & Company held 2,913 shares of Lockheed Martin worth $1.48M as of Q2 2026.
- AFT Forsyth & Company sold 400 Lockheed Martin shares in Q2 2026, an estimated $216K.
- Lockheed Martin made up 0.71% of AFT Forsyth & Company's portfolio in Q2 2026, its #34 holding.
- AFT Forsyth & Company first reported a position in Lockheed Martin in Q2 2013 and has held it in 37 quarters since.
- AFT Forsyth & Company's Lockheed Martin position peaked at $2M in Q1 2026.
- 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.