Alpha Cubed Investments’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $30M | Buy |
61,945
+1,344
| +2% | +$643K | 1.03% | 21 |
|
|
2025
Q3 | $30.3M | Buy |
60,601
+31,033
| +105% | +$14.1M | 1.05% | 23 |
|
|
2025
Q2 | $13.7M | Sell |
29,568
-665
| -2% | -$311K | 0.52% | 44 |
|
|
2025
Q1 | $13.5M | Buy |
30,233
+573
| +2% | +$264K | 0.6% | 44 |
|
|
2024
Q4 | $14.4M | Sell |
29,660
-21,448
| -42% | -$11.7M | 0.66% | 41 |
|
|
2024
Q3 | $29.9M | Buy |
51,108
+27,178
| +114% | +$14.6M | 1.33% | 23 |
|
|
2024
Q2 | $11.2M | Sell |
23,930
-883
| -4% | -$408K | 0.53% | 48 |
|
|
2024
Q1 | $11.3M | Sell |
24,813
-16,636
| -40% | -$7.29M | 0.59% | 47 |
|
|
2023
Q4 | $18.8M | Buy |
41,449
+2,194
| +6% | +$972K | 1.05% | 30 |
|
|
2023
Q3 | $16.1M | Buy |
39,255
+704
| +2% | +$312K | 1.08% | 34 |
|
|
2023
Q2 | $17.7M | Buy |
38,551
+875
| +2% | +$406K | 1.2% | 29 |
|
|
2023
Q1 | $17.8M | Buy |
37,676
+60
| +0.2% | +$28.1K | 1.29% | 30 |
|
|
2022
Q4 | $18.3M | Sell |
37,616
-2,276
| -6% | -$1.06M | 1.39% | 22 |
|
|
2022
Q3 | $15.4M | Buy |
39,892
+631
| +2% | +$263K | 1.2% | 30 |
|
|
2022
Q2 | $16.9M | Sell |
39,261
-1,305
| -3% | -$573K | 1.23% | 26 |
|
|
2022
Q1 | $17.9M | Sell |
40,566
-1,954
| -5% | -$792K | 1.15% | 32 |
|
|
2021
Q4 | $15.1M | Sell |
42,520
-8,867
| -17% | -$3.07M | 0.99% | 36 |
|
|
2021
Q3 | $17.7M | Sell |
51,387
-33,412
| -39% | -$12.1M | 1.33% | 24 |
|
|
2021
Q2 | $32.1M | Buy |
84,799
+5,513
| +7% | +$2.12M | 2.32% | 7 |
|
|
2021
Q1 | $29.3M | Buy |
79,286
+17,529
| +28% | +$6.01M | 2.28% | 7 |
|
|
2020
Q4 | $21.9M | Buy |
61,757
+2,544
| +4% | +$935K | 1.87% | 14 |
|
|
2020
Q3 | $22.7M | Buy |
59,213
+3,474
| +6% | +$1.33M | 2.17% | 11 |
|
|
2020
Q2 | $20.3M | Sell |
55,739
-4,598
| -8% | -$1.74M | 2.23% | 12 |
|
|
2020
Q1 | $20.5M | Sell |
60,337
-2,961
| -5% | -$1.16M | 2.46% | 11 |
|
|
2019
Q4 | $24.6M | Buy |
63,298
+6,007
| +10% | +$2.31M | 2.54% | 9 |
|
|
2019
Q3 | $22.3M | Sell |
57,291
-1,940
| -3% | -$730K | 2.61% | 9 |
|
|
2019
Q2 | $21.5M | Sell |
59,231
-777
| -1% | -$260K | 2.49% | 6 |
|
|
2019
Q1 | $18M | Buy |
60,008
+6,467
| +12% | +$1.9M | 2.18% | 16 |
|
|
2018
Q4 | $14M | Sell |
53,541
-2,573
| -5% | -$781K | 2.1% | 18 |
|
|
2018
Q3 | $18.4M | Sell |
56,114
-1,456
| -3% | -$470K | 2.15% | 14 |
|
|
2018
Q2 | $17M | Sell |
57,570
-1,043
| -2% | -$336K | 2.19% | 14 |
|
|
2018
Q1 | $19.8M | Buy |
58,613
+2,711
| +5% | +$923K | 2.59% | 7 |
|
|
2017
Q4 | $17.9M | Buy |
55,902
+2,261
| +4% | +$713K | 2.34% | 12 |
|
|
2017
Q3 | $16.6M | Buy |
53,641
+3,063
| +6% | +$914K | 2.51% | 7 |
|
|
2017
Q2 | $14M | Buy |
50,578
+8,179
| +19% | +$2.25M | 2.41% | 14 |
|
|
2017
Q1 | $11.3M | Buy |
42,399
+9,519
| +29% | +$2.49M | 2.32% | 19 |
|
|
2016
Q4 | $8.22M | Buy |
32,880
+1,455
| +5% | +$364K | 1.97% | 19 |
|
|
2016
Q3 | $7.53M | Buy |
31,425
+3,775
| +14% | +$945K | 2.02% | 18 |
|
|
2016
Q2 | $6.86M | Sell |
27,650
-229
| -0.8% | -$54K | 2.37% | 15 |
|
|
2016
Q1 | $6.17M | Buy |
27,879
+16,525
| +146% | +$3.56M | 1.88% | 19 |
|
|
2015
Q4 | $2.47M | Buy |
11,354
+9,924
| +694% | +$2.15M | 0.64% | 49 |
|
|
2015
Q3 | $314K | Buy |
+1,430
| New | +$291K | 0.08% | 146 |
|
Other funds holding LMT
Alpha Cubed Investments's LMT Position: Q4 2025 in Review
Alpha Cubed Investments increased its Lockheed Martin (LMT) stake by 2.2% in Q4 2025, buying an estimated $643K and bringing the position to 61,945 shares worth $30M. The position accounts for 1.03% of the portfolio, ranked #21.
Alpha Cubed Investments first reported a position in LMT in Q3 2015 and has held it in 42 quarters since. The position peaked at $32.1M in Q2 2021. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.
- Alpha Cubed Investments held 61,945 shares of Lockheed Martin worth $30M as of Q4 2025.
- Alpha Cubed Investments bought 1,344 Lockheed Martin shares in Q4 2025, an estimated $643K.
- Lockheed Martin made up 1.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #21 holding.
- Alpha Cubed Investments first reported a position in Lockheed Martin in Q3 2015 and has held it in 42 quarters since.
- Alpha Cubed Investments's Lockheed Martin position peaked at $32.1M in Q2 2021.
- 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.