Edgemoor 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 | $772K | Hold |
1,278
| – | – | 0.06% | 105 |
|
|
2025
Q4 | $618K | Sell |
1,278
-564
| -31% | -$270K | 0.05% | 114 |
|
|
2025
Q3 | $920K | Buy |
1,842
+564
| +44% | +$256K | 0.07% | 105 |
|
|
2025
Q2 | $592K | Sell |
1,278
-15
| -1% | -$7.02K | 0.05% | 116 |
|
|
2025
Q1 | $578K | Sell |
1,293
-25
| -2% | -$11.5K | 0.05% | 113 |
|
|
2024
Q4 | $640K | Sell |
1,318
-41
| -3% | -$22.4K | 0.06% | 109 |
|
|
2024
Q3 | $794K | Hold |
1,359
| – | – | 0.07% | 99 |
|
|
2024
Q2 | $635K | Hold |
1,359
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $618K | Sell |
1,359
-579
| -30% | -$254K | 0.06% | 104 |
|
|
2023
Q4 | $878K | Hold |
1,938
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $793K | Hold |
1,938
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $892K | Sell |
1,938
-38
| -2% | -$17.6K | 0.1% | 88 |
|
|
2023
Q1 | $934K | Buy |
1,976
+545
| +38% | +$256K | 0.11% | 84 |
|
|
2022
Q4 | $696K | Buy |
1,431
+38
| +3% | +$17.7K | 0.09% | 100 |
|
|
2022
Q3 | $538K | Hold |
1,393
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $599K | Hold |
1,393
| – | – | 0.08% | 101 |
|
|
2022
Q1 | $615K | Sell |
1,393
-28
| -2% | -$11.4K | 0.06% | 105 |
|
|
2021
Q4 | $505K | Buy |
1,421
+439
| +45% | +$152K | 0.05% | 104 |
|
|
2021
Q3 | $339K | Sell |
982
-145
| -13% | -$52.5K | 0.04% | 106 |
|
|
2021
Q2 | $426K | Buy |
+1,127
| New | +$433K | 0.04% | 98 |
|
|
2021
Q1 | – | Sell |
-565
| Closed | -$201K | – | 135 |
|
|
2020
Q4 | $201K | Sell |
565
-194
| -26% | -$71.3K | 0.02% | 128 |
|
|
2020
Q3 | $291K | Sell |
759
-21
| -3% | -$8.01K | 0.04% | 107 |
|
|
2020
Q2 | $285K | Buy |
780
+21
| +3% | +$7.93K | 0.04% | 103 |
|
|
2020
Q1 | $257K | Buy |
759
+45
| +6% | +$17.7K | 0.04% | 103 |
|
|
2019
Q4 | $278K | Hold |
714
| – | – | 0.03% | 117 |
|
|
2019
Q3 | $279K | Hold |
714
| – | – | 0.03% | 115 |
|
|
2019
Q2 | $260K | Hold |
714
| – | – | 0.03% | 118 |
|
|
2019
Q1 | $214K | Buy |
+714
| New | +$209K | 0.03% | 132 |
|
|
2018
Q4 | – | Sell |
-714
| Closed | -$247K | – | 134 |
|
|
2018
Q3 | $247K | Sell |
714
-100
| -12% | -$32.3K | 0.03% | 121 |
|
|
2018
Q2 | $240K | Hold |
814
| – | – | 0.03% | 122 |
|
|
2018
Q1 | $275K | Sell |
814
-36
| -4% | -$12.3K | 0.04% | 119 |
|
|
2017
Q4 | $281K | Buy |
+850
| New | +$268K | 0.04% | 119 |
|
Other funds holding LMT
VCM
VPM
Edgemoor Investment Advisors's LMT Position: Q1 2026 in Review
Edgemoor Investment Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 1,278 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #105.
Edgemoor Investment Advisors first reported a position in LMT in Q4 2017 and has held it in 32 quarters since. The position peaked at $934K in Q1 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Edgemoor Investment Advisors held 1,278 shares of Lockheed Martin worth $772K as of Q1 2026.
- Edgemoor Investment Advisors left its Lockheed Martin share count unchanged in Q1 2026.
- Lockheed Martin made up 0.06% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #105 holding.
- Edgemoor Investment Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 32 quarters since.
- Edgemoor Investment Advisors's Lockheed Martin position peaked at $934K in Q1 2023.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.