Heritage Trust’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 | $1.9M | Buy |
3,145
+138
| +5% | +$85K | 0.19% | 124 |
|
|
2025
Q4 | $1.45M | Buy |
3,007
+536
| +22% | +$257K | 0.15% | 139 |
|
|
2025
Q3 | $1.23M | Buy |
2,471
+11
| +0.4% | +$4.99K | 0.13% | 152 |
|
|
2025
Q2 | $1.14M | Sell |
2,460
-44
| -2% | -$20.6K | 0.13% | 153 |
|
|
2025
Q1 | $1.12M | Sell |
2,504
-3,145
| -56% | -$1.45M | 0.14% | 145 |
|
|
2024
Q4 | $2.75M | Buy |
+5,649
| New | +$3.08M | 0.32% | 82 |
|
|
2024
Q2 | $2.38M | Buy |
5,100
+510
| +11% | +$236K | 0.31% | 88 |
|
|
2024
Q1 | $2.09M | Buy |
4,590
+186
| +4% | +$81.5K | 0.28% | 95 |
|
|
2023
Q4 | $2M | Sell |
4,404
-119
| -3% | -$52.7K | 0.28% | 91 |
|
|
2023
Q3 | $1.85M | Sell |
4,523
-87
| -2% | -$38.6K | 0.29% | 90 |
|
|
2023
Q2 | $2.12M | Buy |
4,610
+316
| +7% | +$147K | 0.31% | 88 |
|
|
2023
Q1 | $2.03M | Buy |
4,294
+127
| +3% | +$59.6K | 0.32% | 86 |
|
|
2022
Q4 | $2.03M | Buy |
4,167
+102
| +3% | +$47.4K | 0.33% | 84 |
|
|
2022
Q3 | $1.57M | Buy |
4,065
+204
| +5% | +$85.2K | 0.27% | 97 |
|
|
2022
Q2 | $1.66M | Sell |
3,861
-143
| -4% | -$62.8K | 0.27% | 95 |
|
|
2022
Q1 | $1.77M | Buy |
4,004
+38
| +1% | +$15.4K | 0.25% | 104 |
|
|
2021
Q4 | $1.41M | Sell |
3,966
-4,025
| -50% | -$1.39M | 0.18% | 117 |
|
|
2021
Q3 | $2.76M | Buy |
7,991
+27
| +0.3% | +$9.77K | 0.39% | 71 |
|
|
2021
Q2 | $3.01M | Sell |
7,964
-181
| -2% | -$69.6K | 0.43% | 67 |
|
|
2021
Q1 | $3.01M | Sell |
8,145
-28
| -0.3% | -$9.61K | 0.46% | 62 |
|
|
2020
Q4 | $2.9M | Sell |
8,173
-188
| -2% | -$69.1K | 0.47% | 59 |
|
|
2020
Q3 | $3.21M | Sell |
8,361
-8
| -0.1% | -$3.05K | 0.6% | 50 |
|
|
2020
Q2 | $3.06M | Buy |
8,369
+997
| +14% | +$377K | 0.6% | 50 |
|
|
2020
Q1 | $2.5M | Buy |
7,372
+3,378
| +85% | +$1.33M | 0.62% | 50 |
|
|
2019
Q4 | $1.55M | Buy |
3,994
+253
| +7% | +$97.1K | 0.31% | 78 |
|
|
2019
Q3 | $1.46M | Buy |
3,741
+366
| +11% | +$138K | 0.32% | 80 |
|
|
2019
Q2 | $1.23M | Sell |
3,375
-110
| -3% | -$36.8K | 0.27% | 83 |
|
|
2019
Q1 | $1.05M | Buy |
3,485
+3,475
| +34,750% | +$1.02M | 0.24% | 93 |
|
|
2018
Q4 | $3K | Sell |
10
-65
| -87% | -$19.7K | ﹤0.01% | 384 |
|
|
2018
Q3 | $26K | Sell |
75
-75
| -50% | -$24.2K | 0.01% | 247 |
|
|
2018
Q2 | $44K | Hold |
150
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $51K | Hold |
150
| – | – | 0.02% | 193 |
|
|
2017
Q4 | $48K | Sell |
150
-18
| -11% | -$5.67K | 0.02% | 189 |
|
|
2017
Q3 | $52K | Buy |
168
+18
| +12% | +$5.37K | 0.02% | 188 |
|
|
2017
Q2 | $42K | Buy |
+150
| New | +$41.2K | 0.02% | 193 |
|
Other funds holding LMT
VCM
VPM
Heritage Trust's LMT Position: Q1 2026 in Review
Heritage Trust increased its Lockheed Martin (LMT) stake by 4.6% in Q1 2026, buying an estimated $85K and bringing the position to 3,145 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #124.
Heritage Trust first reported a position in LMT in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.21M in Q3 2020. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Heritage Trust held 3,145 shares of Lockheed Martin worth $1.9M as of Q1 2026.
- Heritage Trust bought 138 Lockheed Martin shares in Q1 2026, an estimated $85K.
- Lockheed Martin made up 0.19% of Heritage Trust's portfolio in Q1 2026, its #124 holding.
- Heritage Trust first reported a position in Lockheed Martin in Q2 2017 and has held it in 35 quarters since.
- Heritage Trust's Lockheed Martin position peaked at $3.21M in Q3 2020.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.