Bartlett & Co Wealth Management’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 | $6.51M | Sell |
12,571
-620
| -5% | -$382K | 0.08% | 126 |
|
|
2025
Q4 | $6.38M | Sell |
13,191
-832
| -6% | -$398K | 0.08% | 126 |
|
|
2025
Q3 | $7M | Sell |
14,023
-1,019
| -7% | -$462K | 0.09% | 124 |
|
|
2025
Q2 | $6.97M | Sell |
15,042
-6
| -0% | -$2.81K | 0.1% | 116 |
|
|
2025
Q1 | $6.72M | Sell |
15,048
-585
| -4% | -$269K | 0.1% | 119 |
|
|
2024
Q4 | $7.6M | Buy |
15,633
+146
| +0.9% | +$79.6K | 0.11% | 114 |
|
|
2024
Q3 | $9.05M | Sell |
15,487
-367
| -2% | -$197K | 0.13% | 106 |
|
|
2024
Q2 | $7.41M | Sell |
15,854
-427
| -3% | -$197K | 0.11% | 110 |
|
|
2024
Q1 | $7.41M | Buy |
16,281
+35
| +0.2% | +$15.3K | 0.11% | 111 |
|
|
2023
Q4 | $7.38M | Buy |
16,246
+130
| +0.8% | +$57.6K | 0.12% | 115 |
|
|
2023
Q3 | $6.59M | Sell |
16,116
-298
| -2% | -$132K | 0.12% | 115 |
|
|
2023
Q2 | $7.56M | Buy |
16,414
+85
| +0.5% | +$39.5K | 0.13% | 113 |
|
|
2023
Q1 | $7.72M | Sell |
16,329
-87
| -0.5% | -$40.8K | 0.15% | 106 |
|
|
2022
Q4 | $7.99M | Sell |
16,416
-219
| -1% | -$102K | 0.16% | 107 |
|
|
2022
Q3 | $6.43M | Buy |
16,635
+5
| +0% | +$2.09K | 0.14% | 114 |
|
|
2022
Q2 | $7.15M | Sell |
16,630
-28
| -0.2% | -$12.3K | 0.14% | 111 |
|
|
2022
Q1 | $7.35M | Sell |
16,658
-359
| -2% | -$146K | 0.13% | 113 |
|
|
2021
Q4 | $6.05M | Sell |
17,017
-818
| -5% | -$283K | 0.1% | 126 |
|
|
2021
Q3 | $6.15M | Sell |
17,835
-413
| -2% | -$149K | 0.12% | 118 |
|
|
2021
Q2 | $6.9M | Sell |
18,248
-353
| -2% | -$136K | 0.13% | 113 |
|
|
2021
Q1 | $6.87M | Sell |
18,601
-11,817
| -39% | -$4.05M | 0.14% | 110 |
|
|
2020
Q4 | $10.8M | Sell |
30,418
-273
| -0.9% | -$100K | 0.23% | 89 |
|
|
2020
Q3 | $11.8M | Sell |
30,691
-164
| -0.5% | -$62.6K | 0.28% | 75 |
|
|
2020
Q2 | $11.3M | Sell |
30,855
-206
| -0.7% | -$77.8K | 0.29% | 78 |
|
|
2020
Q1 | $10.5M | Sell |
31,061
-552
| -2% | -$217K | 0.32% | 76 |
|
|
2019
Q4 | $12.3M | Sell |
31,613
-22
| -0.1% | -$8.44K | 0.3% | 83 |
|
|
2019
Q3 | $12.3M | Buy |
31,635
+24,130
| +322% | +$9.07M | 0.32% | 80 |
|
|
2019
Q2 | $2.73M | Sell |
7,505
-651
| -8% | -$218K | 0.1% | 113 |
|
|
2019
Q1 | $2.45M | Buy |
8,156
+8
| +0.1% | +$2.35K | 0.09% | 117 |
|
|
2018
Q4 | $2.13M | Buy |
8,148
+55
| +0.7% | +$16.7K | 0.09% | 123 |
|
|
2018
Q3 | $2.8M | Sell |
8,093
-224
| -3% | -$72.3K | 0.11% | 110 |
|
|
2018
Q2 | $2.46M | Buy |
8,317
+50
| +0.6% | +$16.1K | 0.1% | 111 |
|
|
2018
Q1 | $2.79M | Buy |
+8,267
| New | +$2.81M | 0.12% | 105 |
|
Other funds holding LMT
VCM
VPM
Bartlett & Co Wealth Management's LMT Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Lockheed Martin (LMT) stake by 4.7% in Q1 2026, selling an estimated $382K and leaving 12,571 shares worth $6.51M. The position accounts for 0.08% of the portfolio, ranked #126.
Bartlett & Co Wealth Management first reported a position in LMT in Q1 2018 and has held it in 33 quarters since. The position peaked at $12.3M in Q3 2019. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Bartlett & Co Wealth Management held 12,571 shares of Lockheed Martin worth $6.51M as of Q1 2026.
- Bartlett & Co Wealth Management sold 620 Lockheed Martin shares in Q1 2026, an estimated $382K.
- Lockheed Martin made up 0.08% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #126 holding.
- Bartlett & Co Wealth Management first reported a position in Lockheed Martin in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Lockheed Martin position peaked at $12.3M in Q3 2019.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.