Certified Advisory Corp’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
Q2 | $2.58M | Sell |
5,058
-67
| -1% | -$36.2K | 0.21% | 108 |
|
|
2026
Q1 | $3.1M | Buy |
5,125
+236
| +5% | +$145K | 0.28% | 88 |
|
|
2025
Q4 | $2.36M | Sell |
4,889
-74
| -1% | -$35.4K | 0.22% | 109 |
|
|
2025
Q3 | $2.48M | Sell |
4,963
-28
| -0.6% | -$12.7K | 0.24% | 104 |
|
|
2025
Q2 | $2.31M | Sell |
4,991
-77
| -2% | -$36K | 0.24% | 103 |
|
|
2025
Q1 | $2.26M | Sell |
5,068
-465
| -8% | -$214K | 0.26% | 102 |
|
|
2024
Q4 | $2.69M | Buy |
5,533
+687
| +14% | +$374K | 0.29% | 93 |
|
|
2024
Q3 | $2.83M | Sell |
4,846
-223
| -4% | -$120K | 0.31% | 86 |
|
|
2024
Q2 | $2.37M | Sell |
5,069
-217
| -4% | -$100K | 0.3% | 91 |
|
|
2024
Q1 | $2.4M | Buy |
5,286
+384
| +8% | +$168K | 0.34% | 84 |
|
|
2023
Q4 | $2.22M | Buy |
4,902
+140
| +3% | +$62K | 0.34% | 87 |
|
|
2023
Q3 | $1.95M | Buy |
4,762
+762
| +19% | +$338K | 0.36% | 84 |
|
|
2023
Q2 | $1.84M | Sell |
4,000
-19
| -0.5% | -$8.82K | 0.34% | 83 |
|
|
2023
Q1 | $1.9M | Sell |
4,019
-77
| -2% | -$36.1K | 0.34% | 84 |
|
|
2022
Q4 | $1.99M | Buy |
4,096
+58
| +1% | +$27K | 0.39% | 73 |
|
|
2022
Q3 | $1.56M | Buy |
4,038
+9
| +0.2% | +$3.76K | 0.36% | 80 |
|
|
2022
Q2 | $1.73M | Buy |
4,029
+222
| +6% | +$97.5K | 0.39% | 73 |
|
|
2022
Q1 | $1.68M | Buy |
3,807
+32
| +0.8% | +$13K | 0.36% | 81 |
|
|
2021
Q4 | $1.34M | Sell |
3,775
-10
| -0.3% | -$3.46K | 0.3% | 89 |
|
|
2021
Q3 | $1.31M | Sell |
3,785
-26
| -0.7% | -$9.41K | 0.32% | 81 |
|
|
2021
Q2 | $1.44M | Buy |
3,811
+170
| +5% | +$65.4K | 0.36% | 69 |
|
|
2021
Q1 | $1.34M | Buy |
+3,641
| New | +$1.25M | 0.35% | 70 |
|
|
2020
Q2 | $1.42M | Buy |
3,878
+9
| +0.2% | +$3.4K | 0.47% | 54 |
|
|
2020
Q1 | $1.31M | Sell |
3,869
-245
| -6% | -$96.4K | 0.52% | 43 |
|
|
2019
Q4 | $1.6M | Sell |
4,114
-130
| -3% | -$49.9K | 0.51% | 46 |
|
|
2019
Q3 | $1.66M | Buy |
4,244
+75
| +2% | +$28.2K | 0.58% | 39 |
|
|
2019
Q2 | $1.51M | Sell |
4,169
-77
| -2% | -$25.8K | 0.56% | 42 |
|
|
2019
Q1 | $1.27M | Sell |
4,246
-6
| -0.1% | -$1.76K | 0.54% | 43 |
|
|
2018
Q4 | $1.11M | Sell |
4,252
-251
| -6% | -$76.2K | 0.58% | 42 |
|
|
2018
Q3 | $1.56M | Buy |
4,503
+209
| +5% | +$67.4K | 0.72% | 31 |
|
|
2018
Q2 | $1.27M | Buy |
4,294
+15
| +0.4% | +$4.84K | 0.71% | 32 |
|
|
2018
Q1 | $1.45M | Buy |
4,279
+34
| +0.8% | +$11.6K | 0.86% | 29 |
|
|
2017
Q4 | $1.36M | Buy |
+4,245
| New | +$1.34M | 0.98% | 20 |
|
Other funds holding LMT
Certified Advisory Corp's LMT Position: Q2 2026 in Review
Certified Advisory Corp reduced its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, selling an estimated $36.2K and leaving 5,058 shares worth $2.58M. The position accounts for 0.21% of the portfolio, ranked #108.
Certified Advisory Corp first reported a position in LMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.1M in Q1 2026. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Certified Advisory Corp held 5,058 shares of Lockheed Martin worth $2.58M as of Q2 2026.
- Certified Advisory Corp sold 67 Lockheed Martin shares in Q2 2026, an estimated $36.2K.
- Lockheed Martin made up 0.21% of Certified Advisory Corp's portfolio in Q2 2026, its #108 holding.
- Certified Advisory Corp first reported a position in Lockheed Martin in Q4 2017 and has held it in 33 quarters since.
- Certified Advisory Corp's Lockheed Martin position peaked at $3.1M in Q1 2026.
- 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.