Dean Investment Associates’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 | $3.98M | Sell |
6,585
-391
| -6% | -$241K | 0.56% | 90 |
|
|
2025
Q4 | $3.37M | Sell |
6,976
-309
| -4% | -$148K | 0.48% | 106 |
|
|
2025
Q3 | $3.64M | Sell |
7,285
-142
| -2% | -$64.4K | 0.51% | 92 |
|
|
2025
Q2 | $3.44M | Buy |
7,427
+2,390
| +47% | +$1.12M | 0.51% | 88 |
|
|
2025
Q1 | $2.25M | Sell |
5,037
-577
| -10% | -$266K | 0.33% | 148 |
|
|
2024
Q4 | $2.73M | Sell |
5,614
-9
| -0.2% | -$4.91K | 0.39% | 127 |
|
|
2024
Q3 | $3.29M | Sell |
5,623
-4,674
| -45% | -$2.51M | 0.44% | 97 |
|
|
2024
Q2 | $4.81M | Sell |
10,297
-220
| -2% | -$102K | 0.68% | 49 |
|
|
2024
Q1 | $4.78M | Buy |
10,517
+3,412
| +48% | +$1.5M | 0.66% | 50 |
|
|
2023
Q4 | $3.22M | Sell |
7,105
-152
| -2% | -$67.3K | 0.46% | 97 |
|
|
2023
Q3 | $2.97M | Sell |
7,257
-26
| -0.4% | -$11.5K | 0.49% | 80 |
|
|
2023
Q2 | $3.35M | Buy |
7,283
+77
| +1% | +$35.7K | 0.55% | 69 |
|
|
2023
Q1 | $3.41M | Sell |
7,206
-1,637
| -19% | -$768K | 0.54% | 77 |
|
|
2022
Q4 | $4.3M | Buy |
8,843
+1,712
| +24% | +$796K | 0.73% | 49 |
|
|
2022
Q3 | $2.75M | Buy |
7,131
+161
| +2% | +$67.2K | 0.56% | 66 |
|
|
2022
Q2 | $3M | Sell |
6,970
-3,876
| -36% | -$1.7M | 0.58% | 60 |
|
|
2022
Q1 | $4.79M | Buy |
10,846
+1,925
| +22% | +$780K | 0.86% | 24 |
|
|
2021
Q4 | $3.17M | Buy |
8,921
+1,688
| +23% | +$584K | 0.56% | 64 |
|
|
2021
Q3 | $2.5M | Buy |
7,233
+89
| +1% | +$32.2K | 0.47% | 83 |
|
|
2021
Q2 | $2.7M | Buy |
7,144
+2,165
| +43% | +$832K | 0.5% | 69 |
|
|
2021
Q1 | $1.84M | Buy |
+4,979
| New | +$1.71M | 0.35% | 124 |
|
|
2016
Q1 | – | Sell |
-4,340
| Closed | -$943K | – | 221 |
|
|
2015
Q4 | $943K | Buy |
4,340
+19
| +0.4% | +$4.12K | 0.21% | 118 |
|
|
2015
Q3 | $896K | Buy |
4,321
+194
| +5% | +$39.5K | 0.2% | 121 |
|
|
2015
Q2 | $767K | Buy |
4,127
+330
| +9% | +$63.5K | 0.17% | 144 |
|
|
2015
Q1 | $771K | Buy |
3,797
+306
| +9% | +$60.4K | 0.18% | 138 |
|
|
2014
Q4 | $672K | Buy |
3,491
+75
| +2% | +$13.9K | 0.16% | 142 |
|
|
2014
Q3 | $624K | Buy |
3,416
+129
| +4% | +$22K | 0.15% | 142 |
|
|
2014
Q2 | $528K | Buy |
3,287
+79
| +2% | +$12.8K | 0.12% | 158 |
|
|
2014
Q1 | $524K | Buy |
3,208
+160
| +5% | +$25.1K | 0.13% | 151 |
|
|
2013
Q4 | $453K | Buy |
3,048
+203
| +7% | +$27.6K | 0.11% | 174 |
|
|
2013
Q3 | $363K | Sell |
2,845
-1,361
| -32% | -$165K | 0.09% | 197 |
|
|
2013
Q2 | $456K | Buy |
+4,206
| New | +$430K | 0.13% | 142 |
|
Other funds holding LMT
VCM
VPM
Dean Investment Associates's LMT Position: Q1 2026 in Review
Dean Investment Associates reduced its Lockheed Martin (LMT) stake by 5.6% in Q1 2026, selling an estimated $241K and leaving 6,585 shares worth $3.98M. The position accounts for 0.56% of the portfolio, ranked #90.
Dean Investment Associates first reported a position in LMT in Q2 2013 and has held it in 32 quarters since. The position peaked at $4.81M in Q2 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Dean Investment Associates held 6,585 shares of Lockheed Martin worth $3.98M as of Q1 2026.
- Dean Investment Associates sold 391 Lockheed Martin shares in Q1 2026, an estimated $241K.
- Lockheed Martin made up 0.56% of Dean Investment Associates's portfolio in Q1 2026, its #90 holding.
- Dean Investment Associates first reported a position in Lockheed Martin in Q2 2013 and has held it in 32 quarters since.
- Dean Investment Associates's Lockheed Martin position peaked at $4.81M in Q2 2024.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.