Cooper Financial Group’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 | $1.08M | Buy |
2,112
+169
| +9% | +$91.4K | 0.09% | 163 |
|
|
2026
Q1 | $1.17M | Buy |
1,943
+26
| +1% | +$16K | 0.12% | 135 |
|
|
2025
Q4 | $927K | Buy |
1,917
+34
| +2% | +$16.3K | 0.1% | 151 |
|
|
2025
Q3 | $940K | Buy |
1,883
+92
| +5% | +$41.7K | 0.1% | 152 |
|
|
2025
Q2 | $829K | Sell |
1,791
-134
| -7% | -$62.7K | 0.1% | 168 |
|
|
2025
Q1 | $860K | Sell |
1,925
-3
| -0.2% | -$1.38K | 0.11% | 165 |
|
|
2024
Q4 | $937K | Buy |
1,928
+90
| +5% | +$49.1K | 0.11% | 151 |
|
|
2024
Q3 | $1.07M | Sell |
1,838
-631
| -26% | -$339K | 0.14% | 137 |
|
|
2024
Q2 | $1.15M | Sell |
2,469
-424
| -15% | -$196K | 0.17% | 106 |
|
|
2024
Q1 | $1.32M | Buy |
2,893
+28
| +1% | +$12.3K | 0.22% | 90 |
|
|
2023
Q4 | $1.3M | Buy |
2,865
+182
| +7% | +$80.6K | 0.24% | 83 |
|
|
2023
Q3 | $1.1M | Sell |
2,683
-106
| -4% | -$47K | 0.26% | 92 |
|
|
2023
Q2 | $1.28M | Sell |
2,789
-956
| -26% | -$444K | 0.32% | 76 |
|
|
2023
Q1 | $1.77M | Buy |
3,745
+409
| +12% | +$192K | 0.48% | 44 |
|
|
2022
Q4 | $1.62M | Buy |
3,336
+106
| +3% | +$49.3K | 0.5% | 41 |
|
|
2022
Q3 | $1.25M | Buy |
3,230
+1,253
| +63% | +$523K | 0.45% | 56 |
|
|
2022
Q2 | $850K | Buy |
1,977
+534
| +37% | +$234K | 0.31% | 85 |
|
|
2022
Q1 | $637K | Buy |
1,443
+709
| +97% | +$287K | 0.24% | 98 |
|
|
2021
Q4 | $261K | Sell |
734
-479
| -39% | -$166K | 0.1% | 190 |
|
|
2021
Q3 | $419K | Buy |
1,213
+7
| +0.6% | +$2.53K | 0.09% | 146 |
|
|
2021
Q2 | $456K | Sell |
1,206
-7
| -0.6% | -$2.69K | 0.09% | 130 |
|
|
2021
Q1 | $448K | Sell |
1,213
-1,705
| -58% | -$585K | 0.1% | 133 |
|
|
2020
Q4 | $1.04M | Buy |
2,918
+1,101
| +61% | +$405K | 0.21% | 84 |
|
|
2020
Q3 | $697K | Buy |
1,817
+21
| +1% | +$8.01K | 0.2% | 69 |
|
|
2020
Q2 | $655K | Buy |
1,796
+231
| +15% | +$87.3K | 0.21% | 70 |
|
|
2020
Q1 | $531K | Buy |
1,565
+213
| +16% | +$83.8K | 0.22% | 68 |
|
|
2019
Q4 | $527K | Buy |
1,352
+22
| +2% | +$8.44K | 0.21% | 71 |
|
|
2019
Q3 | $519K | Buy |
1,330
+298
| +29% | +$112K | 0.23% | 63 |
|
|
2019
Q2 | $375K | Buy |
1,032
+18
| +2% | +$6.02K | 0.18% | 81 |
|
|
2019
Q1 | $304K | Buy |
1,014
+18
| +2% | +$5.28K | 0.17% | 77 |
|
|
2018
Q4 | $261K | Buy |
+996
| New | +$302K | 0.18% | 81 |
|
Other funds holding LMT
Cooper Financial Group's LMT Position: Q2 2026 in Review
Cooper Financial Group increased its Lockheed Martin (LMT) stake by 8.7% in Q2 2026, buying an estimated $91.4K and bringing the position to 2,112 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #163.
Cooper Financial Group first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.77M in Q1 2023. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Cooper Financial Group held 2,112 shares of Lockheed Martin worth $1.08M as of Q2 2026.
- Cooper Financial Group bought 169 Lockheed Martin shares in Q2 2026, an estimated $91.4K.
- Lockheed Martin made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #163 holding.
- Cooper Financial Group first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
- Cooper Financial Group's Lockheed Martin position peaked at $1.77M in Q1 2023.
- 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.