Asset Planning Services Inc’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 | $9.01M | Buy |
14,912
+75
| +0.5% | +$46.2K | 3.95% | 7 |
|
|
2025
Q4 | $7.18M | Sell |
14,837
-1,113
| -7% | -$533K | 3.17% | 12 |
|
|
2025
Q3 | $7.96M | Sell |
15,950
-205
| -1% | -$93K | 3.35% | 10 |
|
|
2025
Q2 | $7.48M | Sell |
16,155
-120
| -0.7% | -$56.2K | 3.44% | 9 |
|
|
2025
Q1 | $7.27M | Buy |
16,275
+75
| +0.5% | +$34.5K | 3.7% | 10 |
|
|
2024
Q4 | $7.87M | Buy |
16,200
+205
| +1% | +$112K | 3.84% | 7 |
|
|
2024
Q3 | $9.35M | Buy |
15,995
+95
| +0.6% | +$51K | 4.62% | 3 |
|
|
2024
Q2 | $7.43M | Buy |
15,900
+145
| +0.9% | +$67K | 3.92% | 5 |
|
|
2024
Q1 | $7.17M | Sell |
15,755
-155
| -1% | -$67.9K | 4.01% | 5 |
|
|
2023
Q4 | $7.21M | Sell |
15,910
-215
| -1% | -$95.3K | 4.39% | 4 |
|
|
2023
Q3 | $6.59M | Buy |
16,125
+45
| +0.3% | +$20K | 4.33% | 5 |
|
|
2023
Q2 | $7.4M | Buy |
16,080
+25
| +0.2% | +$11.6K | 4.56% | 3 |
|
|
2023
Q1 | $7.59M | Sell |
16,055
-70
| -0.4% | -$32.8K | 4.81% | 2 |
|
|
2022
Q4 | $7.84M | Sell |
16,125
-266
| -2% | -$124K | 4.97% | 4 |
|
|
2022
Q3 | $6.33M | Buy |
16,391
+15
| +0.1% | +$6.26K | 4.45% | 4 |
|
|
2022
Q2 | $7.04M | Hold |
16,376
| – | – | 4.61% | 3 |
|
|
2022
Q1 | $7.23M | Buy |
16,376
+391
| +2% | +$159K | 4.14% | 6 |
|
|
2021
Q4 | $5.68M | Sell |
15,985
-663
| -4% | -$229K | 3.06% | 14 |
|
|
2021
Q3 | $5.75M | Buy |
16,648
+193
| +1% | +$69.8K | 3.39% | 11 |
|
|
2021
Q2 | $6.23M | Sell |
16,455
-30
| -0.2% | -$11.5K | 3.6% | 9 |
|
|
2021
Q1 | $6.09M | Sell |
16,485
-335
| -2% | -$115K | 3.68% | 10 |
|
|
2020
Q4 | $5.97M | Sell |
16,820
-716
| -4% | -$263K | 3.82% | 7 |
|
|
2020
Q3 | $6.72M | Sell |
17,536
-85
| -0.5% | -$32.4K | 4.6% | 3 |
|
|
2020
Q2 | $6.43M | Sell |
17,621
-210
| -1% | -$79.3K | 4.64% | 3 |
|
|
2020
Q1 | $6.04M | Sell |
17,831
-70
| -0.4% | -$27.5K | 4.99% | 2 |
|
|
2019
Q4 | $6.97M | Sell |
17,901
-34
| -0.2% | -$13K | 4.44% | 2 |
|
|
2019
Q3 | $7M | Sell |
17,935
-634
| -3% | -$238K | 4.54% | 3 |
|
|
2019
Q2 | $6.75M | Buy |
18,569
+54
| +0.3% | +$18.1K | 4.39% | 3 |
|
|
2019
Q1 | $5.56M | Buy |
18,515
+200
| +1% | +$58.7K | 3.81% | 5 |
|
|
2018
Q4 | $4.8M | Sell |
18,315
-38
| -0.2% | -$11.5K | 3.64% | 9 |
|
|
2018
Q3 | $6.35M | Buy |
18,353
+116
| +0.6% | +$37.4K | 4.35% | 3 |
|
|
2018
Q2 | $5.39M | Buy |
18,237
+120
| +0.7% | +$38.7K | 3.87% | 4 |
|
|
2018
Q1 | $6.12M | Buy |
18,117
+215
| +1% | +$73.2K | 4.52% | 3 |
|
|
2017
Q4 | $5.75M | Sell |
17,902
-40
| -0.2% | -$12.6K | 4.05% | 2 |
|
|
2017
Q3 | $5.57M | Buy |
17,942
+155
| +0.9% | +$46.2K | 4.51% | 1 |
|
|
2017
Q2 | $4.94M | Buy |
17,787
+675
| +4% | +$185K | 4.15% | 2 |
|
|
2017
Q1 | $4.58M | Sell |
17,112
-155
| -0.9% | -$40.6K | 3.89% | 3 |
|
|
2016
Q4 | $4.32M | Buy |
+17,267
| New | +$4.32M | 4.05% | 3 |
|
Other funds holding LMT
VCM
VPM
Asset Planning Services Inc's LMT Position: Q1 2026 in Review
Asset Planning Services Inc increased its Lockheed Martin (LMT) stake by 0.51% in Q1 2026, buying an estimated $46.2K and bringing the position to 14,912 shares worth $9.01M. The position accounts for 3.95% of the portfolio, ranked #7.
Asset Planning Services Inc first reported a position in LMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.35M in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Asset Planning Services Inc held 14,912 shares of Lockheed Martin worth $9.01M as of Q1 2026.
- Asset Planning Services Inc bought 75 Lockheed Martin shares in Q1 2026, an estimated $46.2K.
- Lockheed Martin made up 3.95% of Asset Planning Services Inc's portfolio in Q1 2026, its #7 holding.
- Asset Planning Services Inc first reported a position in Lockheed Martin in Q4 2016 and has held it in 38 quarters since.
- Asset Planning Services Inc's Lockheed Martin position peaked at $9.35M in Q3 2024.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.