Arete Wealth Advisors’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 | – | Sell |
-5,194
| Closed | -$2.51M | – | 554 |
|
|
2025
Q4 | $2.51M | Buy |
5,194
+446
| +9% | +$213K | 0.15% | 141 |
|
|
2025
Q3 | $2.37M | Buy |
4,748
+409
| +9% | +$186K | 0.15% | 135 |
|
|
2025
Q2 | $2.01M | Sell |
4,339
-574
| -12% | -$269K | 0.14% | 146 |
|
|
2025
Q1 | $2.19M | Sell |
4,913
-45
| -0.9% | -$20.7K | 0.17% | 124 |
|
|
2024
Q4 | $2.41M | Buy |
4,958
+1,804
| +57% | +$983K | 0.17% | 125 |
|
|
2024
Q3 | $1.84M | Buy |
+3,154
| New | +$1.69M | 0.16% | 133 |
|
|
2024
Q1 | – | Sell |
-4,231
| Closed | -$1.92M | – | 573 |
|
|
2023
Q4 | $1.92M | Buy |
+4,231
| New | +$1.87M | 0.15% | 143 |
|
|
2023
Q3 | – | Sell |
-3,940
| Closed | -$1.81M | – | 624 |
|
|
2023
Q2 | $1.81M | Buy |
3,940
+307
| +8% | +$143K | 0.16% | 139 |
|
|
2023
Q1 | $1.72M | Buy |
3,633
+2
| +0.1% | +$938 | 0.14% | 138 |
|
|
2022
Q4 | $1.77B | Buy |
3,631
+197
| +6% | +$91.5K | 0.15% | 124 |
|
|
2022
Q3 | $1.33M | Buy |
3,434
+1,470
| +75% | +$614K | 0.13% | 139 |
|
|
2022
Q2 | $844K | Sell |
1,964
-408
| -17% | -$179K | 0.09% | 173 |
|
|
2022
Q1 | $1.05M | Buy |
2,372
+114
| +5% | +$46.2K | 0.09% | 175 |
|
|
2021
Q4 | $801K | Buy |
2,258
+559
| +33% | +$193K | 0.07% | 213 |
|
|
2021
Q3 | $586K | Buy |
1,699
+79
| +5% | +$28.6K | 0.06% | 234 |
|
|
2021
Q2 | $523K | Sell |
1,620
-46
| -3% | -$17.7K | 0.07% | 198 |
|
|
2021
Q1 | $616K | Buy |
1,666
+50
| +3% | +$17.2K | 0.08% | 209 |
|
|
2020
Q4 | $570K | Sell |
1,616
-1,359
| -46% | -$500K | 0.08% | 213 |
|
|
2020
Q3 | $1.13M | Sell |
2,975
-590
| -17% | -$225K | 0.17% | 136 |
|
|
2020
Q2 | $1.3M | Sell |
3,565
-41
| -1% | -$15.5K | 0.23% | 116 |
|
|
2020
Q1 | $1.22M | Sell |
3,606
-62
| -2% | -$24.4K | 0.24% | 98 |
|
|
2019
Q4 | $1.43M | Buy |
3,668
+36
| +1% | +$13.8K | 0.25% | 99 |
|
|
2019
Q3 | $1.42M | Buy |
3,632
+105
| +3% | +$39.5K | 0.27% | 89 |
|
|
2019
Q2 | $1.28M | Buy |
3,527
+60
| +2% | +$20.1K | 0.25% | 94 |
|
|
2019
Q1 | $1.04M | Buy |
3,467
+712
| +26% | +$209K | 0.22% | 121 |
|
|
2018
Q4 | $721K | Buy |
2,755
+1,306
| +90% | +$396K | 0.18% | 144 |
|
|
2018
Q3 | $501K | Buy |
1,449
+148
| +11% | +$47.8K | 0.11% | 186 |
|
|
2018
Q2 | $384K | Buy |
+1,301
| New | +$420K | 0.09% | 230 |
|
Other funds holding LMT
VCM
VPM
Arete Wealth Advisors's LMT Position: Q1 2026 in Review
Arete Wealth Advisors sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 5,194 shares — an estimated $2.51M sold.
Arete Wealth Advisors first reported a position in LMT in Q2 2018 and held it in 28 quarters. The position peaked at $1.77B in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Arete Wealth Advisors reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 5,194 Lockheed Martin shares in Q1 2026, an estimated $2.51M.
- Arete Wealth Advisors first reported a position in Lockheed Martin in Q2 2018 and held it in 28 quarters.
- Arete Wealth Advisors's Lockheed Martin position peaked at $1.77B in Q4 2022.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.