Gould 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
Q1 | $242K | Buy |
+400
| New | +$246K | 0.04% | 161 |
|
|
2025
Q4 | – | Sell |
-610
| Closed | -$305K | – | 175 |
|
|
2025
Q3 | $305K | Hold |
610
| – | – | 0.06% | 136 |
|
|
2025
Q2 | $283K | Sell |
610
-15
| -2% | -$7.02K | 0.06% | 138 |
|
|
2025
Q1 | $279K | Hold |
625
| – | – | 0.06% | 135 |
|
|
2024
Q4 | $304K | Hold |
625
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $365K | Buy |
625
+100
| +19% | +$53.7K | 0.08% | 121 |
|
|
2024
Q2 | $245K | Hold |
525
| – | – | 0.06% | 142 |
|
|
2024
Q1 | $239K | Hold |
525
| – | – | 0.06% | 145 |
|
|
2023
Q4 | $238K | Buy |
525
+5
| +1% | +$2.21K | 0.06% | 135 |
|
|
2023
Q3 | $213K | Hold |
520
| – | – | 0.06% | 135 |
|
|
2023
Q2 | $239K | Hold |
520
| – | – | 0.07% | 125 |
|
|
2023
Q1 | $246K | Hold |
520
| – | – | 0.07% | 123 |
|
|
2022
Q4 | $253K | Sell |
520
-145
| -22% | -$67.4K | 0.08% | 126 |
|
|
2022
Q3 | $257K | Buy |
665
+5
| +0.8% | +$2.09K | 0.09% | 100 |
|
|
2022
Q2 | $284K | Hold |
660
| – | – | 0.09% | 105 |
|
|
2022
Q1 | $291K | Sell |
660
-35
| -5% | -$14.2K | 0.08% | 110 |
|
|
2021
Q4 | $247K | Buy |
695
+95
| +16% | +$32.9K | 0.07% | 123 |
|
|
2021
Q3 | $207K | Sell |
600
-23
| -4% | -$8.32K | 0.06% | 126 |
|
|
2021
Q2 | $236K | Buy |
623
+35
| +6% | +$13.5K | 0.07% | 132 |
|
|
2021
Q1 | $217K | Hold |
588
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $209K | Sell |
588
-25
| -4% | -$9.19K | 0.06% | 132 |
|
|
2020
Q3 | $235K | Buy |
613
+23
| +4% | +$8.78K | 0.08% | 110 |
|
|
2020
Q2 | $215K | Hold |
590
| – | – | 0.08% | 115 |
|
|
2020
Q1 | $200K | Hold |
590
| – | – | 0.08% | 109 |
|
|
2019
Q4 | $230K | Hold |
590
| – | – | 0.08% | 131 |
|
|
2019
Q3 | $230K | Sell |
590
-220
| -27% | -$82.7K | 0.08% | 127 |
|
|
2019
Q2 | $294K | Hold |
810
| – | – | 0.11% | 105 |
|
|
2019
Q1 | $243K | Hold |
810
| – | – | 0.09% | 116 |
|
|
2018
Q4 | $212K | Sell |
810
-50
| -6% | -$15.2K | 0.09% | 115 |
|
|
2018
Q3 | $298K | Sell |
860
-25
| -3% | -$8.07K | 0.12% | 104 |
|
|
2018
Q2 | $261K | Buy |
885
+50
| +6% | +$16.1K | 0.11% | 104 |
|
|
2018
Q1 | $282K | Buy |
835
+50
| +6% | +$17K | 0.12% | 98 |
|
|
2017
Q4 | $252K | Hold |
785
| – | – | 0.11% | 112 |
|
|
2017
Q3 | $244K | Hold |
785
| – | – | 0.11% | 111 |
|
|
2017
Q2 | $218K | Sell |
785
-500
| -39% | -$137K | 0.11% | 114 |
|
|
2017
Q1 | $344K | Buy |
1,285
+100
| +8% | +$26.2K | 0.17% | 76 |
|
|
2016
Q4 | $296K | Buy |
+1,185
| New | +$296K | 0.15% | 81 |
|
Other funds holding LMT
VCM
VPM
Gould Asset Management's LMT Position: Q1 2026 in Review
Gould Asset Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 400 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: Gould Asset Management previously reported a position in LMT as recently as Q3 2025.
Gould Asset Management first reported a position in LMT in Q4 2016 and has held it in 37 quarters since. The position peaked at $365K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Gould Asset Management held 400 shares of Lockheed Martin worth $242K as of Q1 2026.
- Lockheed Martin was a new Gould Asset Management position in Q1 2026.
- Lockheed Martin made up 0.04% of Gould Asset Management's portfolio in Q1 2026, its #161 holding.
- Gould Asset Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 37 quarters since.
- Gould Asset Management's Lockheed Martin position peaked at $365K in Q3 2024.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.