IFP 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
Q2 | $5.26M | Sell |
10,332
-2,140
| -17% | -$1.16M | 0.1% | 231 |
|
|
2026
Q1 | $7.54M | Buy |
12,472
+284
| +2% | +$175K | 0.16% | 141 |
|
|
2025
Q4 | $5.89M | Buy |
12,188
+1,448
| +13% | +$693K | 0.13% | 162 |
|
|
2025
Q3 | $5.36M | Sell |
10,740
-484
| -4% | -$220K | 0.14% | 163 |
|
|
2025
Q2 | $5.21M | Sell |
11,224
-71
| -0.6% | -$33.2K | 0.15% | 151 |
|
|
2025
Q1 | $5.06M | Buy |
11,295
+2,501
| +28% | +$1.15M | 0.16% | 145 |
|
|
2024
Q4 | $4.27M | Buy |
8,794
+926
| +12% | +$505K | 0.14% | 155 |
|
|
2024
Q3 | $4.6M | Sell |
7,868
-738
| -9% | -$396K | 0.17% | 133 |
|
|
2024
Q2 | $4.02M | Buy |
8,606
+3,418
| +66% | +$1.58M | 0.16% | 131 |
|
|
2024
Q1 | $2.36M | Sell |
5,188
-2,420
| -32% | -$1.06M | 0.1% | 219 |
|
|
2023
Q4 | $3.45M | Sell |
7,608
-504
| -6% | -$223K | 0.16% | 133 |
|
|
2023
Q3 | $3.32M | Buy |
8,112
+818
| +11% | +$363K | 0.15% | 134 |
|
|
2023
Q2 | $3.36M | Sell |
7,294
-710
| -9% | -$330K | 0.14% | 146 |
|
|
2023
Q1 | $2.06M | Sell |
8,004
-5,910
| -42% | -$2.77M | 0.09% | 223 |
|
|
2022
Q4 | $3.64M | Sell |
13,914
-95
| -0.7% | -$44.1K | 0.1% | 203 |
|
|
2022
Q3 | $3.67M | Buy |
14,009
+701
| +5% | +$293K | 0.1% | 225 |
|
|
2022
Q2 | $3.48M | Hold |
13,308
| – | – | 0.11% | 210 |
|
|
2022
Q1 | $3.48M | Buy |
13,308
+4,764
| +56% | +$1.93M | 0.11% | 210 |
|
|
2021
Q4 | $3.05M | Buy |
8,544
+607
| +8% | +$210K | 0.06% | 188 |
|
|
2021
Q3 | $2.74M | Buy |
7,937
+1,665
| +27% | +$603K | 0.05% | 204 |
|
|
2021
Q2 | $2.38M | Sell |
6,272
-1,172
| -16% | -$451K | 0.05% | 215 |
|
|
2021
Q1 | $2.75M | Buy |
7,444
+815
| +12% | +$280K | 0.05% | 175 |
|
|
2020
Q4 | $2.35M | Buy |
6,629
+714
| +12% | +$262K | 0.1% | 187 |
|
|
2020
Q3 | $2.27M | Buy |
5,915
+158
| +3% | +$60.3K | 0.14% | 152 |
|
|
2020
Q2 | $2.12M | Sell |
5,757
-24
| -0.4% | -$9.06K | 0.17% | 135 |
|
|
2020
Q1 | $2.04M | Sell |
5,781
-392
| -6% | -$154K | 0.21% | 115 |
|
|
2019
Q4 | $2.44M | Sell |
6,173
-701
| -10% | -$269K | 0.18% | 130 |
|
|
2019
Q3 | $2.67M | Buy |
+6,874
| New | +$2.59M | 0.18% | 128 |
|
|
2019
Q1 | $697K | Sell |
2,310
-5,964
| -72% | -$1.75M | 0.1% | 222 |
|
|
2018
Q4 | $2.16M | Sell |
8,274
-2,691
| -25% | -$816K | 0.13% | 175 |
|
|
2018
Q3 | $3.79M | Sell |
10,965
-1,730
| -14% | -$558K | 0.15% | 155 |
|
|
2018
Q2 | $3.75M | Buy |
12,695
+29
| +0.2% | +$9.36K | 0.16% | 152 |
|
|
2018
Q1 | $4.07M | Hold |
12,666
| – | – | 0.18% | 126 |
|
|
2017
Q4 | $4.07M | Sell |
12,666
-1,994
| -14% | -$629K | 0.18% | 126 |
|
|
2017
Q3 | $4.55M | Buy |
14,660
+483
| +3% | +$144K | 0.18% | 122 |
|
|
2017
Q2 | $3.94M | Sell |
14,177
-2,594
| -15% | -$713K | 0.17% | 130 |
|
|
2017
Q1 | $4.49M | Buy |
16,771
+4,281
| +34% | +$1.12M | 0.2% | 112 |
|
|
2016
Q4 | $3.12M | Buy |
12,490
+3,460
| +38% | +$865K | 0.15% | 152 |
|
|
2016
Q3 | $2.17M | Sell |
9,030
-1,014
| -10% | -$254K | 0.11% | 208 |
|
|
2016
Q2 | $2.49M | Buy |
10,044
+7,734
| +335% | +$1.82M | 0.14% | 156 |
|
|
2016
Q1 | $697K | Sell |
2,310
-4,538
| -66% | -$976K | 0.1% | 222 |
|
|
2015
Q4 | $1.49M | Buy |
+6,848
| New | +$1.49M | 0.1% | 220 |
|
Other funds holding LMT
IFP Advisors's LMT Position: Q2 2026 in Review
IFP Advisors reduced its Lockheed Martin (LMT) stake by 17% in Q2 2026, selling an estimated $1.16M and leaving 10,332 shares worth $5.26M. The position accounts for 0.1% of the portfolio, ranked #231.
IFP Advisors first reported a position in LMT in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.54M in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- IFP Advisors held 10,332 shares of Lockheed Martin worth $5.26M as of Q2 2026.
- IFP Advisors sold 2,140 Lockheed Martin shares in Q2 2026, an estimated $1.16M.
- Lockheed Martin made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #231 holding.
- IFP Advisors first reported a position in Lockheed Martin in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Lockheed Martin position peaked at $7.54M in Q1 2026.
- 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.