Creative Financial Designs’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
$1.24M Sell
2,050
-2,363
-54% -$1.46M 0.08% 209
2025
Q4
$2.13M Buy
4,413
+1,962
+80% +$939K 0.13% 139
2025
Q3
$1.22M Buy
2,451
+191
+8% +$86.7K 0.08% 204
2025
Q2
$1.05M Buy
2,260
+51
+2% +$23.9K 0.08% 210
2025
Q1
$987K Sell
2,209
-2,270
-51% -$1.04M 0.08% 198
2024
Q4
$2.18M Buy
4,479
+78
+2% +$42.5K 0.18% 112
2024
Q3
$2.57M Buy
4,401
+356
+9% +$191K 0.22% 95
2024
Q2
$1.89M Buy
4,045
+1,028
+34% +$475K 0.17% 115
2024
Q1
$1.37M Buy
3,017
+2,521
+508% +$1.1M 0.13% 141
2023
Q4
$225K Buy
496
+256
+107% +$113K 0.02% 366
2023
Q3
$98.3K Buy
240
+12
+5% +$5.32K 0.01% 495
2023
Q2
$105K Sell
228
-136
-37% -$63.1K 0.01% 479
2023
Q1
$172K Sell
364
-85
-19% -$39.9K 0.02% 355
2022
Q4
$218K Buy
449
+4
+0.9% +$1.86K 0.03% 301
2022
Q3
$172K Buy
445
+41
+10% +$17.1K 0.03% 320
2022
Q2
$174K Sell
404
-34
-8% -$14.9K 0.03% 324
2022
Q1
$194K Buy
438
+12
+3% +$4.87K 0.03% 310
2021
Q4
$151K Sell
426
-23
-5% -$7.96K 0.02% 358
2021
Q3
$155K Buy
449
+42
+10% +$15.2K 0.03% 358
2021
Q2
$154K Buy
407
+30
+8% +$11.5K 0.03% 348
2021
Q1
$139K Sell
377
-91
-19% -$31.2K 0.03% 350
2020
Q4
$166K Buy
468
+85
+22% +$31.2K 0.04% 286
2020
Q3
$147K Buy
383
+114
+42% +$43.5K 0.04% 282
2020
Q2
$98K Buy
269
+230
+590% +$86.9K 0.03% 291
2020
Q1
$13K Hold
39
0.01% 327
2019
Q4
$16K Sell
39
-6
-13% -$2.3K 0.01% 352
2019
Q3
$17K Sell
45
-734
-94% -$276K 0.01% 352
2019
Q2
$288K Buy
779
+244
+46% +$81.6K 0.16% 108
2019
Q1
$161K Buy
535
+496
+1,272% +$145K 0.1% 139
2018
Q4
$10K Hold
39
0.01% 364
2018
Q3
$13K Hold
39
0.01% 399
2018
Q2
$12K Hold
39
0.01% 440
2018
Q1
$13K Buy
+39
New +$13.3K 0.01% 387
2017
Q4
Sell
-21
Closed -$7K 745
2017
Q3
$7K Hold
21
﹤0.01% 458
2017
Q2
$6K Buy
21
+9
+75% +$2.47K ﹤0.01% 494
2017
Q1
$3K Sell
12
-8
-40% -$2.1K ﹤0.01% 559
2016
Q4
$5K Buy
+20
New +$5K ﹤0.01% 476

Other funds holding LMT

Creative Financial Designs's LMT Position: Q1 2026 in Review

Creative Financial Designs reduced its Lockheed Martin (LMT) stake by 54% in Q1 2026, selling an estimated $1.46M and leaving 2,050 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #209.

Creative Financial Designs first reported a position in LMT in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.57M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Creative Financial Designs held 2,050 shares of Lockheed Martin worth $1.24M as of Q1 2026.
  • Creative Financial Designs sold 2,363 Lockheed Martin shares in Q1 2026, an estimated $1.46M.
  • Lockheed Martin made up 0.08% of Creative Financial Designs's portfolio in Q1 2026, its #209 holding.
  • Creative Financial Designs first reported a position in Lockheed Martin in Q4 2016 and has held it in 37 quarters since.
  • Creative Financial Designs's Lockheed Martin position peaked at $2.57M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.