Beacon Pointe 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 | $35.7M | Buy |
59,058
+13,896
| +31% | +$8.56M | 0.19% | 121 |
|
|
2025
Q4 | $21.8M | Buy |
45,162
+2,966
| +7% | +$1.42M | 0.15% | 146 |
|
|
2025
Q3 | $21.1M | Sell |
42,196
-9,058
| -18% | -$4.11M | 0.18% | 124 |
|
|
2025
Q2 | $23.7M | Buy |
51,254
+2,337
| +5% | +$1.09M | 0.25% | 92 |
|
|
2025
Q1 | $21.9M | Sell |
48,917
-5,930
| -11% | -$2.73M | 0.25% | 95 |
|
|
2024
Q4 | $26.7M | Sell |
54,847
-147
| -0.3% | -$80.1K | 0.3% | 73 |
|
|
2024
Q3 | $32.1M | Sell |
54,994
-1,445
| -3% | -$776K | 0.37% | 58 |
|
|
2024
Q2 | $26.4M | Sell |
56,439
-7,212
| -11% | -$3.33M | 0.31% | 66 |
|
|
2024
Q1 | $29M | Sell |
63,651
-3,285
| -5% | -$1.44M | 0.32% | 67 |
|
|
2023
Q4 | $30.3M | Buy |
66,936
+2,274
| +4% | +$1.01M | 0.36% | 54 |
|
|
2023
Q3 | $26.4M | Buy |
64,662
+14,581
| +29% | +$6.47M | 0.33% | 68 |
|
|
2023
Q2 | $23.1M | Sell |
50,081
-9,852
| -16% | -$4.57M | 0.38% | 61 |
|
|
2023
Q1 | $28.3M | Buy |
59,933
+6,984
| +13% | +$3.28M | 0.48% | 43 |
|
|
2022
Q4 | $25.8M | Buy |
52,949
+3,954
| +8% | +$1.84M | 0.5% | 45 |
|
|
2022
Q3 | $19M | Buy |
48,995
+2,117
| +5% | +$884K | 0.42% | 58 |
|
|
2022
Q2 | $20.2M | Sell |
46,878
-5,847
| -11% | -$2.57M | 0.43% | 55 |
|
|
2022
Q1 | $23.3M | Buy |
52,725
+30,048
| +133% | +$12.2M | 0.32% | 74 |
|
|
2021
Q4 | $8.06M | Sell |
22,677
-15,159
| -40% | -$5.24M | 0.21% | 102 |
|
|
2021
Q3 | $13.1M | Buy |
37,836
+15,363
| +68% | +$5.56M | 0.32% | 82 |
|
|
2021
Q2 | $8.5M | Buy |
22,473
+4,422
| +24% | +$1.7M | 0.3% | 84 |
|
|
2021
Q1 | $6.67M | Sell |
18,051
-2,566
| -12% | -$880K | 0.41% | 62 |
|
|
2020
Q4 | $7.31M | Buy |
20,617
+1,539
| +8% | +$566K | 0.5% | 49 |
|
|
2020
Q3 | $7.32M | Sell |
19,078
-1,438
| -7% | -$549K | 0.71% | 34 |
|
|
2020
Q2 | $7.48M | Buy |
20,516
+4,409
| +27% | +$1.67M | 0.75% | 33 |
|
|
2020
Q1 | $5.46M | Buy |
16,107
+6,204
| +63% | +$2.44M | 0.87% | 30 |
|
|
2019
Q4 | $3.86M | Buy |
9,903
+3,010
| +44% | +$1.16M | 1.2% | 20 |
|
|
2019
Q3 | $2.69M | Sell |
6,893
-4,108
| -37% | -$1.54M | 1.16% | 21 |
|
|
2019
Q2 | $4M | Sell |
11,001
-94
| -0.8% | -$31.4K | 1.46% | 13 |
|
|
2019
Q1 | $3.33M | Buy |
11,095
+991
| +10% | +$291K | 1.25% | 20 |
|
|
2018
Q4 | $2.65M | Buy |
+10,104
| New | +$3.07M | 1.61% | 11 |
|
Other funds holding LMT
VCM
VPM
Beacon Pointe Advisors's LMT Position: Q1 2026 in Review
Beacon Pointe Advisors increased its Lockheed Martin (LMT) stake by 31% in Q1 2026, buying an estimated $8.56M and bringing the position to 59,058 shares worth $35.7M. The position accounts for 0.19% of the portfolio, ranked #121.
Beacon Pointe Advisors first reported a position in LMT in Q4 2018 and has held it in 30 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Beacon Pointe Advisors held 59,058 shares of Lockheed Martin worth $35.7M as of Q1 2026.
- Beacon Pointe Advisors bought 13,896 Lockheed Martin shares in Q1 2026, an estimated $8.56M.
- Lockheed Martin made up 0.19% of Beacon Pointe Advisors's portfolio in Q1 2026, its #121 holding.
- Beacon Pointe Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 30 quarters since.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.