Integrated Wealth Concepts’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 | $14.2M | Buy |
23,522
+8,832
| +60% | +$5.44M | 0.11% | 186 |
|
|
2025
Q4 | $7.1M | Sell |
14,690
-899
| -6% | -$430K | 0.08% | 217 |
|
|
2025
Q3 | $7.78M | Buy |
15,589
+550
| +4% | +$250K | 0.07% | 272 |
|
|
2025
Q2 | $6.97M | Buy |
15,039
+2,029
| +16% | +$950K | 0.07% | 269 |
|
|
2025
Q1 | $5.81M | Sell |
13,010
-379
| -3% | -$174K | 0.07% | 282 |
|
|
2024
Q4 | $6.51M | Buy |
13,389
+1,928
| +17% | +$1.05M | 0.08% | 249 |
|
|
2024
Q3 | $6.7M | Sell |
11,461
-586
| -5% | -$315K | 0.08% | 231 |
|
|
2024
Q2 | $5.63M | Sell |
12,047
-92
| -0.8% | -$42.5K | 0.08% | 240 |
|
|
2024
Q1 | $5.52M | Buy |
12,139
+272
| +2% | +$119K | 0.08% | 248 |
|
|
2023
Q4 | $5.38M | Sell |
11,867
-1,660
| -12% | -$735K | 0.09% | 231 |
|
|
2023
Q3 | $5.53M | Buy |
13,527
+110
| +0.8% | +$48.8K | 0.1% | 212 |
|
|
2023
Q2 | $6.18M | Buy |
13,417
+1,740
| +15% | +$808K | 0.11% | 201 |
|
|
2023
Q1 | $5.52M | Buy |
11,677
+4,633
| +66% | +$2.17M | 0.11% | 185 |
|
|
2022
Q4 | $3.43M | Buy |
7,044
+268
| +4% | +$125K | 0.09% | 212 |
|
|
2022
Q3 | $2.62M | Buy |
6,776
+46
| +0.7% | +$19.2K | 0.08% | 224 |
|
|
2022
Q2 | $2.89M | Buy |
6,730
+25
| +0.4% | +$11K | 0.09% | 208 |
|
|
2022
Q1 | $2.96M | Buy |
6,705
+64
| +1% | +$25.9K | 0.09% | 196 |
|
|
2021
Q4 | $2.36M | Buy |
6,641
+144
| +2% | +$49.8K | 0.07% | 232 |
|
|
2021
Q3 | $2.24M | Buy |
6,497
+1,054
| +19% | +$381K | 0.07% | 225 |
|
|
2021
Q2 | $2.06M | Sell |
5,443
-298
| -5% | -$115K | 0.07% | 217 |
|
|
2021
Q1 | $2.12M | Buy |
5,741
+2,184
| +61% | +$749K | 0.09% | 179 |
|
|
2020
Q4 | $1.26M | Buy |
3,557
+52
| +1% | +$19.1K | 0.06% | 210 |
|
|
2020
Q3 | $1.34M | Buy |
3,505
+94
| +3% | +$35.9K | 0.08% | 171 |
|
|
2020
Q2 | $1.25M | Buy |
3,411
+243
| +8% | +$91.8K | 0.09% | 142 |
|
|
2020
Q1 | $1.07M | Buy |
3,168
+1,111
| +54% | +$437K | 0.1% | 129 |
|
|
2019
Q4 | $801K | Buy |
2,057
+843
| +69% | +$323K | 0.07% | 185 |
|
|
2019
Q3 | $474K | Buy |
1,214
+97
| +9% | +$36.5K | 0.05% | 215 |
|
|
2019
Q2 | $382K | Buy |
+1,117
| New | +$374K | 0.05% | 226 |
|
|
2018
Q4 | – | Sell |
-682
| Closed | -$237K | – | 281 |
|
|
2018
Q3 | $237K | Sell |
682
-47
| -6% | -$15.2K | 0.07% | 212 |
|
|
2018
Q2 | $218K | Sell |
729
-16
| -2% | -$5.16K | 0.07% | 198 |
|
|
2018
Q1 | $248K | Sell |
745
-140
| -16% | -$47.6K | 0.1% | 165 |
|
|
2017
Q4 | $290K | Buy |
+885
| New | +$279K | 0.12% | 140 |
|
Other funds holding LMT
VCM
VPM
Integrated Wealth Concepts's LMT Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Lockheed Martin (LMT) stake by 60% in Q1 2026, buying an estimated $5.44M and bringing the position to 23,522 shares worth $14.2M. The position accounts for 0.11% of the portfolio, ranked #186.
Integrated Wealth Concepts first reported a position in LMT in Q4 2017 and has held it in 32 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Integrated Wealth Concepts held 23,522 shares of Lockheed Martin worth $14.2M as of Q1 2026.
- Integrated Wealth Concepts bought 8,832 Lockheed Martin shares in Q1 2026, an estimated $5.44M.
- Lockheed Martin made up 0.11% of Integrated Wealth Concepts's portfolio in Q1 2026, its #186 holding.
- Integrated Wealth Concepts first reported a position in Lockheed Martin in Q4 2017 and has held it in 32 quarters since.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.