Capstone Investment 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 | $15M | Buy |
24,900
+16,500
| +196% | +$10.2M | 0.03% | 222 |
|
|
2025
Q4 | $4.06M | Sell |
8,400
-14,600
| -63% | -$6.99M | 0.01% | 411 |
|
|
2025
Q3 | $11.5M | Buy |
23,000
+7,700
| +50% | +$3.49M | 0.02% | 292 |
|
|
2025
Q2 | $7.09M | Sell |
15,300
-5,700
| -27% | -$2.67M | 0.02% | 321 |
|
|
2025
Q1 | $9.38M | Sell |
21,000
-25,900
| -55% | -$11.9M | 0.02% | 313 |
|
|
2024
Q4 | $22.8M | Buy |
46,900
+15,400
| +49% | +$8.39M | 0.06% | 195 |
|
|
2024
Q3 | $18.4M | Sell |
31,500
-4,300
| -12% | -$2.31M | 0.06% | 195 |
|
|
2024
Q2 | $16.7M | Buy |
35,800
+7,600
| +27% | +$3.51M | 0.05% | 218 |
|
|
2024
Q1 | $12.8M | Sell |
28,200
-35,500
| -56% | -$15.6M | 0.05% | 235 |
|
|
2023
Q4 | $28.9M | Buy |
63,700
+25,600
| +67% | +$11.3M | 0.09% | 162 |
|
|
2023
Q3 | $15.6M | Buy |
38,100
+3,500
| +10% | +$1.55M | 0.07% | 191 |
|
|
2023
Q2 | $15.9M | Buy |
34,600
+3,600
| +12% | +$1.67M | 0.08% | 170 |
|
|
2023
Q1 | $14.7M | Sell |
31,000
-9,500
| -23% | -$4.45M | 0.07% | 185 |
|
|
2022
Q4 | $19.7M | Buy |
40,500
+15,300
| +61% | +$7.11M | 0.14% | 107 |
|
|
2022
Q3 | $9.73M | Sell |
25,200
-39,800
| -61% | -$16.6M | 0.06% | 239 |
|
|
2022
Q2 | $27.9M | Sell |
65,000
-169,500
| -72% | -$74.4M | 0.14% | 90 |
|
|
2022
Q1 | $104M | Sell |
234,500
-116,300
| -33% | -$47.1M | 0.28% | 39 |
|
|
2021
Q4 | $125M | Buy |
350,800
+74,500
| +27% | +$25.8M | 0.21% | 89 |
|
|
2021
Q3 | $95.4M | Buy |
276,300
+35,400
| +15% | +$12.8M | 0.19% | 103 |
|
|
2021
Q2 | $91.1M | Buy |
240,900
+29,400
| +14% | +$11.3M | 0.21% | 103 |
|
|
2021
Q1 | $78.1M | Buy |
211,500
+107,500
| +103% | +$36.9M | 0.23% | 88 |
|
|
2020
Q4 | $36.9M | Buy |
104,000
+9,300
| +10% | +$3.42M | 0.12% | 127 |
|
|
2020
Q3 | $36.3M | Buy |
94,700
+12,900
| +16% | +$4.92M | 0.19% | 98 |
|
|
2020
Q2 | $29.9M | Buy |
81,800
+75,700
| +1,241% | +$28.6M | 0.2% | 93 |
|
|
2020
Q1 | $2.07M | Sell |
6,100
-124,800
| -95% | -$49.1M | 0.03% | 508 |
|
|
2019
Q4 | $51M | Buy |
130,900
+12,600
| +11% | +$4.84M | 0.28% | 76 |
|
|
2019
Q3 | $46.1M | Buy |
118,300
+42,100
| +55% | +$15.8M | 0.32% | 64 |
|
|
2019
Q2 | $27.7M | Buy |
76,200
+35,600
| +88% | +$11.9M | 0.2% | 111 |
|
|
2019
Q1 | $12.2M | Buy |
40,600
+10,100
| +33% | +$2.96M | 0.11% | 181 |
|
|
2018
Q4 | $7.99M | Buy |
30,500
+3,200
| +12% | +$971K | 0.1% | 169 |
|
|
2018
Q3 | $9.45M | Buy |
27,300
+19,500
| +250% | +$6.29M | 0.11% | 155 |
|
|
2018
Q2 | $2.3M | Buy |
+7,800
| New | +$2.52M | 0.04% | 261 |
|
|
2017
Q2 | – | Sell |
-2,100
| Closed | -$561K | – | 801 |
|
|
2017
Q1 | $561K | Sell |
2,100
-1,300
| -38% | -$340K | 0.01% | 568 |
|
|
2016
Q4 | $846K | Buy |
+3,400
| New | +$850K | 0.03% | 466 |
|
Other funds holding LMT
VCM
VPM
Capstone Investment Advisors's LMT Position: Q1 2026 in Review
Capstone Investment Advisors reduced its Lockheed Martin (LMT) stake by 7.2% in Q1 2026, selling an estimated $77.6K and leaving 1,632 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #866.
Capstone Investment Advisors first reported a position in LMT in Q4 2016 and has held it in 28 quarters since. The position peaked at $16.4M in Q3 2021. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Capstone Investment Advisors held 1,632 shares of Lockheed Martin worth $986K as of Q1 2026.
- Capstone Investment Advisors sold 126 Lockheed Martin shares in Q1 2026, an estimated $77.6K.
- Lockheed Martin made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #866 holding.
- Capstone Investment Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 28 quarters since.
- Capstone Investment Advisors's Lockheed Martin position peaked at $16.4M in Q3 2021.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.