Allen Capital Group’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 | $1.19M | Buy |
1,965
+13
| +0.7% | +$8.01K | 0.11% | 128 |
|
|
2025
Q4 | $944K | Sell |
1,952
-23
| -1% | -$11K | 0.09% | 135 |
|
|
2025
Q3 | $986K | Buy |
1,975
+15
| +0.8% | +$6.81K | 0.09% | 130 |
|
|
2025
Q2 | $908K | Buy |
1,960
+80
| +4% | +$37.4K | 0.09% | 131 |
|
|
2025
Q1 | $840K | Sell |
1,880
-142
| -7% | -$65.4K | 0.09% | 125 |
|
|
2024
Q4 | $983K | Sell |
2,022
-92
| -4% | -$50.2K | 0.12% | 112 |
|
|
2024
Q3 | $1.24M | Sell |
2,114
-124
| -6% | -$66.6K | 0.15% | 96 |
|
|
2024
Q2 | $1.05M | Buy |
2,238
+119
| +6% | +$55K | 0.14% | 97 |
|
|
2024
Q1 | $964K | Sell |
2,119
-25
| -1% | -$11K | 0.14% | 99 |
|
|
2023
Q4 | $972K | Sell |
2,144
-164
| -7% | -$72.7K | 0.15% | 92 |
|
|
2023
Q3 | $941K | Sell |
2,308
-83
| -3% | -$36.8K | 0.17% | 91 |
|
|
2023
Q2 | $1.1M | Buy |
2,391
+64
| +3% | +$29.7K | 0.19% | 86 |
|
|
2023
Q1 | $1.1M | Buy |
+2,327
| New | +$1.09M | 0.2% | 83 |
|
|
2022
Q4 | – | Sell |
-2,421
| Closed | -$935K | – | 103 |
|
|
2022
Q3 | $935K | Sell |
2,421
-58
| -2% | -$24.2K | 0.21% | 80 |
|
|
2022
Q2 | $1.07M | Sell |
2,479
-97
| -4% | -$42.6K | 0.22% | 77 |
|
|
2022
Q1 | $1.14M | Sell |
2,576
-5,411
| -68% | -$2.19M | 0.21% | 77 |
|
|
2021
Q4 | $2.84M | Buy |
7,987
+273
| +4% | +$94.4K | 0.46% | 45 |
|
|
2021
Q3 | $2.66M | Buy |
7,714
+235
| +3% | +$85K | 0.53% | 44 |
|
|
2021
Q2 | $2.83M | Buy |
7,479
+12
| +0.2% | +$4.61K | 0.57% | 42 |
|
|
2021
Q1 | $2.76M | Buy |
7,467
+1,160
| +18% | +$398K | 0.61% | 38 |
|
|
2020
Q4 | $2.24M | Buy |
6,307
+726
| +13% | +$267K | 0.54% | 46 |
|
|
2020
Q3 | $2.17M | Sell |
5,581
-1
| -0% | -$382 | 0.54% | 43 |
|
|
2020
Q2 | $2.04M | Sell |
5,582
-125
| -2% | -$47.2K | 0.54% | 35 |
|
|
2020
Q1 | $1.93M | Sell |
5,707
-817
| -13% | -$321K | 0.6% | 32 |
|
|
2019
Q4 | $2.54M | Buy |
6,524
+218
| +3% | +$83.7K | 0.67% | 36 |
|
|
2019
Q3 | $2.42M | Buy |
6,306
+396
| +7% | +$149K | 0.75% | 32 |
|
|
2019
Q2 | $2.15M | Buy |
5,910
+1,339
| +29% | +$448K | 0.69% | 36 |
|
|
2019
Q1 | $1.37M | Buy |
4,571
+136
| +3% | +$39.9K | 0.45% | 48 |
|
|
2018
Q4 | $1.25M | Buy |
4,435
+3,242
| +272% | +$984K | 0.44% | 50 |
|
|
2018
Q3 | $413K | Buy |
1,193
+20
| +2% | +$6.45K | 0.14% | 93 |
|
|
2018
Q2 | $347K | Sell |
1,173
-60
| -5% | -$19.4K | 0.13% | 94 |
|
|
2018
Q1 | $417K | Buy |
1,233
+22
| +2% | +$7.49K | 0.16% | 86 |
|
|
2017
Q4 | $389K | Buy |
+1,211
| New | +$382K | 0.17% | 80 |
|
Other funds holding LMT
VCM
VPM
Allen Capital Group's LMT Position: Q1 2026 in Review
Allen Capital Group increased its Lockheed Martin (LMT) stake by 0.67% in Q1 2026, buying an estimated $8.01K and bringing the position to 1,965 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #128.
Allen Capital Group first reported a position in LMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.84M in Q4 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Allen Capital Group held 1,965 shares of Lockheed Martin worth $1.19M as of Q1 2026.
- Allen Capital Group bought 13 Lockheed Martin shares in Q1 2026, an estimated $8.01K.
- Lockheed Martin made up 0.11% of Allen Capital Group's portfolio in Q1 2026, its #128 holding.
- Allen Capital Group first reported a position in Lockheed Martin in Q4 2017 and has held it in 33 quarters since.
- Allen Capital Group's Lockheed Martin position peaked at $2.84M in Q4 2021.
- 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.