Atria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.16M | Sell |
8,536
-4,299
| -33% | -$2.65M | 0.06% | 368 |
|
|
2025
Q4 | $6.21M | Sell |
12,835
-1,955
| -13% | -$936K | 0.07% | 310 |
|
|
2025
Q3 | $7.38M | Sell |
14,790
-644
| -4% | -$292K | 0.08% | 265 |
|
|
2025
Q2 | $7.15M | Sell |
15,434
-199
| -1% | -$93.2K | 0.08% | 275 |
|
|
2025
Q1 | $6.98M | Sell |
15,633
-7,880
| -34% | -$3.63M | 0.09% | 260 |
|
|
2024
Q4 | $11.4M | Buy |
23,513
+2,128
| +10% | +$1.16M | 0.14% | 163 |
|
|
2024
Q3 | $12.5M | Buy |
21,385
+843
| +4% | +$453K | 0.16% | 143 |
|
|
2024
Q2 | $9.6M | Sell |
20,542
-2,618
| -11% | -$1.21M | 0.12% | 178 |
|
|
2024
Q1 | $10.5M | Buy |
23,160
+1,890
| +9% | +$828K | 0.15% | 162 |
|
|
2023
Q4 | $9.64M | Sell |
21,270
-487
| -2% | -$216K | 0.15% | 163 |
|
|
2023
Q3 | $8.9M | Buy |
21,757
+1,065
| +5% | +$472K | 0.16% | 148 |
|
|
2023
Q2 | $9.52M | Buy |
20,692
+434
| +2% | +$201K | 0.17% | 136 |
|
|
2023
Q1 | $9.57M | Buy |
20,258
+318
| +2% | +$149K | 0.18% | 136 |
|
|
2022
Q4 | $9.7M | Sell |
19,940
-25
| -0.1% | -$11.6K | 0.2% | 121 |
|
|
2022
Q3 | $7.71M | Sell |
19,965
-1,450
| -7% | -$605K | 0.17% | 148 |
|
|
2022
Q2 | $9.21M | Buy |
21,415
+2,093
| +11% | +$919K | 0.19% | 118 |
|
|
2022
Q1 | $8.53M | Sell |
19,322
-4,684
| -20% | -$1.9M | 0.15% | 166 |
|
|
2021
Q4 | $8.53M | Sell |
24,006
-1,499
| -6% | -$518K | 0.15% | 163 |
|
|
2021
Q3 | $8.8M | Buy |
25,505
+1,472
| +6% | +$533K | 0.16% | 144 |
|
|
2021
Q2 | $9.09M | Sell |
24,033
-1,033
| -4% | -$397K | 0.18% | 132 |
|
|
2021
Q1 | $9.26M | Buy |
25,066
+2,071
| +9% | +$711K | 0.21% | 115 |
|
|
2020
Q4 | $8.16M | Buy |
22,995
+1,278
| +6% | +$470K | 0.2% | 127 |
|
|
2020
Q3 | $8.32M | Sell |
21,717
-1,795
| -8% | -$685K | 0.25% | 93 |
|
|
2020
Q2 | $8.58M | Buy |
+23,512
| New | +$8.88M | 0.29% | 82 |
|
|
2020
Q1 | – | Sell |
-26,928
| Closed | -$10.5M | – | 912 |
|
|
2019
Q4 | $10.5M | Buy |
26,928
+7,389
| +38% | +$2.84M | 0.28% | 77 |
|
|
2019
Q3 | $7.62M | Buy |
19,539
+3,246
| +20% | +$1.22M | 0.27% | 78 |
|
|
2019
Q2 | $6.08M | Buy |
16,293
+3,588
| +28% | +$1.2M | 0.23% | 96 |
|
|
2019
Q1 | $3.81M | Buy |
12,705
+8,909
| +235% | +$2.61M | 0.16% | 118 |
|
|
2018
Q4 | $994K | Sell |
3,796
-635
| -14% | -$193K | 0.04% | 302 |
|
|
2018
Q3 | $1.53M | Buy |
4,431
+2,022
| +84% | +$652K | 0.06% | 294 |
|
|
2018
Q2 | $712K | Sell |
2,409
-94
| -4% | -$30.3K | 0.03% | 456 |
|
|
2018
Q1 | $846K | Buy |
2,503
+179
| +8% | +$60.9K | 0.04% | 375 |
|
|
2017
Q4 | $746K | Sell |
2,324
-930
| -29% | -$293K | 0.04% | 397 |
|
|
2017
Q3 | $1.01M | Sell |
3,254
-895
| -22% | -$267K | 0.06% | 308 |
|
|
2017
Q2 | $1.15M | Buy |
4,149
+984
| +31% | +$270K | 0.07% | 269 |
|
|
2017
Q1 | $847K | Buy |
3,165
+730
| +30% | +$191K | 0.06% | 288 |
|
|
2016
Q4 | $609K | Sell |
2,435
-104
| -4% | -$26K | 0.05% | 303 |
|
|
2016
Q3 | $609K | Buy |
2,539
+530
| +26% | +$133K | 0.06% | 281 |
|
|
2016
Q2 | $499K | Buy |
2,009
+428
| +27% | +$101K | 0.05% | 263 |
|
|
2016
Q1 | $350K | Sell |
1,581
-638
| -29% | -$137K | 0.04% | 335 |
|
|
2015
Q4 | $472K | Buy |
2,219
+348
| +19% | +$75.5K | 0.05% | 237 |
|
|
2015
Q3 | $388K | Sell |
1,871
-504
| -21% | -$103K | 0.05% | 228 |
|
|
2015
Q2 | $442K | Buy |
2,375
+11
| +0.5% | +$2.12K | 0.05% | 260 |
|
|
2015
Q1 | $480K | Sell |
2,364
-365
| -13% | -$72.1K | 0.05% | 250 |
|
|
2014
Q4 | $526K | Sell |
2,729
-10,041
| -79% | -$1.86M | 0.06% | 247 |
|
|
2014
Q3 | $2.33M | Sell |
12,770
-1,277
| -9% | -$217K | 0.24% | 82 |
|
|
2014
Q2 | $2.26M | Buy |
14,047
+10,589
| +306% | +$1.72M | 0.23% | 89 |
|
|
2014
Q1 | $565K | Sell |
3,458
-384
| -10% | -$60.3K | 0.06% | 268 |
|
|
2013
Q4 | $571K | Buy |
3,842
+242
| +7% | +$32.9K | 0.06% | 269 |
|
|
2013
Q3 | $459K | Buy |
3,600
+84
| +2% | +$10.2K | 0.05% | 294 |
|
|
2013
Q2 | $381K | Buy |
+3,516
| New | +$359K | 0.05% | 239 |
|
Other funds holding LMT
VCM
VPM
Atria Investments's LMT Position: Q1 2026 in Review
Atria Investments reduced its Lockheed Martin (LMT) stake by 33% in Q1 2026, selling an estimated $2.65M and leaving 8,536 shares worth $5.16M. The position accounts for 0.06% of the portfolio, ranked #368.
Atria Investments first reported a position in LMT in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.5M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Atria Investments held 8,536 shares of Lockheed Martin worth $5.16M as of Q1 2026.
- Atria Investments sold 4,299 Lockheed Martin shares in Q1 2026, an estimated $2.65M.
- Lockheed Martin made up 0.06% of Atria Investments's portfolio in Q1 2026, its #368 holding.
- Atria Investments first reported a position in Lockheed Martin in Q2 2013 and has held it in 51 quarters since.
- Atria Investments's Lockheed Martin position peaked at $12.5M in Q3 2024.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.