Formidable Asset Management’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 | $703K | Sell |
1,163
-42
| -3% | -$22.7K | 0.11% | 183 |
|
|
2026
Q1 | $583K | Hold |
1,205
| – | – | 0.09% | 203 |
|
|
2025
Q4 | $602K | Sell |
1,205
-89
| -7% | -$42.6K | 0.09% | 214 |
|
|
2025
Q3 | $599K | Buy |
1,294
+143
| +12% | +$64.9K | 0.09% | 204 |
|
|
2025
Q2 | $514K | Hold |
1,151
| – | – | 0.09% | 222 |
|
|
2025
Q1 | $514K | Sell |
1,151
-198
| -15% | -$91.1K | 0.09% | 222 |
|
|
2024
Q4 | $656K | Sell |
1,349
-25
| -2% | -$13.6K | 0.11% | 183 |
|
|
2024
Q3 | $803K | Sell |
1,374
-106
| -7% | -$56.9K | 0.13% | 154 |
|
|
2024
Q2 | $691K | Sell |
1,480
-129
| -8% | -$59.6K | 0.11% | 181 |
|
|
2024
Q1 | $709K | Buy |
1,609
+617
| +62% | +$270K | 0.12% | 185 |
|
|
2023
Q4 | $450K | Hold |
992
| – | – | 0.09% | 182 |
|
|
2023
Q3 | $406K | Hold |
992
| – | – | 0.09% | 191 |
|
|
2023
Q2 | $457K | Hold |
992
| – | – | 0.1% | 182 |
|
|
2023
Q1 | $482K | Sell |
992
-12
| -1% | -$5.63K | 0.1% | 178 |
|
|
2022
Q4 | $488K | Hold |
1,004
| – | – | 0.11% | 165 |
|
|
2022
Q3 | $462K | Sell |
1,004
-20
| -2% | -$8.35K | 0.11% | 167 |
|
|
2022
Q2 | $439K | Buy |
1,024
+7
| +0.7% | +$3.07K | 0.1% | 186 |
|
|
2022
Q1 | $449K | Buy |
1,017
+12
| +1% | +$4.87K | 0.09% | 194 |
|
|
2021
Q4 | $364K | Hold |
1,005
| – | – | 0.07% | 228 |
|
|
2021
Q3 | $347K | Buy |
1,005
+245
| +32% | +$88.7K | 0.07% | 246 |
|
|
2021
Q2 | $287K | Buy |
+760
| New | +$292K | 0.06% | 240 |
|
|
2016
Q2 | – | Sell |
-265
| Closed | -$59K | – | 313 |
|
|
2016
Q1 | $59K | Buy |
265
+15
| +6% | +$3.23K | 0.04% | 187 |
|
|
2015
Q4 | $54K | Hold |
250
| – | – | 0.04% | 212 |
|
|
2015
Q3 | $51K | Hold |
250
| – | – | 0.03% | 226 |
|
|
2015
Q2 | $46K | Hold |
250
| – | – | 0.03% | 223 |
|
|
2015
Q1 | $48K | Hold |
250
| – | – | 0.03% | 209 |
|
|
2014
Q4 | $48K | Hold |
250
| – | – | 0.03% | 201 |
|
|
2014
Q3 | $48K | Hold |
250
| – | – | 0.03% | 197 |
|
|
2014
Q2 | $40K | Hold |
250
| – | – | 0.02% | 226 |
|
|
2014
Q1 | $40K | Hold |
250
| – | – | 0.03% | 206 |
|
|
2013
Q4 | $39K | Hold |
250
| – | – | 0.03% | 221 |
|
|
2013
Q3 | $31K | Buy |
+250
| New | +$30.3K | 0.03% | 205 |
|
Other funds holding LMT
Formidable Asset Management's LMT Position: Q2 2026 in Review
Formidable Asset Management reduced its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, selling an estimated $22.7K and leaving 1,163 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #183.
Formidable Asset Management first reported a position in LMT in Q3 2013 and has held it in 32 quarters since. The position peaked at $803K in Q3 2024. 2,774 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Formidable Asset Management held 1,163 shares of Lockheed Martin worth $703K as of Q2 2026.
- Formidable Asset Management sold 42 Lockheed Martin shares in Q2 2026, an estimated $22.7K.
- Lockheed Martin made up 0.11% of Formidable Asset Management's portfolio in Q2 2026, its #183 holding.
- Formidable Asset Management first reported a position in Lockheed Martin in Q3 2013 and has held it in 32 quarters since.
- Formidable Asset Management's Lockheed Martin position peaked at $803K in Q3 2024.
- 2,774 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.