Jones Financial Companies’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 | $153M | Buy |
249,653
+68,456
| +38% | +$42.2M | 0.07% | 137 |
|
|
2025
Q4 | $87.6M | Buy |
181,197
+15,032
| +9% | +$7.19M | 0.05% | 116 |
|
|
2025
Q3 | $81.3M | Buy |
166,165
+21,404
| +15% | +$9.71M | 0.06% | 105 |
|
|
2025
Q2 | $66.5M | Buy |
144,761
+27,698
| +24% | +$13M | 0.05% | 111 |
|
|
2025
Q1 | $51.8M | Buy |
117,063
+31,323
| +37% | +$14.4M | 0.05% | 108 |
|
|
2024
Q4 | $41.7M | Buy |
85,740
+21,437
| +33% | +$11.7M | 0.04% | 98 |
|
|
2024
Q3 | $37.5M | Buy |
64,303
+20,965
| +48% | +$11.3M | 0.04% | 90 |
|
|
2024
Q2 | $20.2M | Buy |
43,338
+13,689
| +46% | +$6.33M | 0.02% | 99 |
|
|
2024
Q1 | $13.5M | Buy |
29,649
+9,207
| +45% | +$4.04M | 0.02% | 96 |
|
|
2023
Q4 | $9.27M | Buy |
20,442
+1,997
| +11% | +$885K | 0.01% | 105 |
|
|
2023
Q3 | $7.54M | Buy |
18,445
+449
| +2% | +$199K | 0.01% | 107 |
|
|
2023
Q2 | $8.28M | Buy |
17,996
+322
| +2% | +$149K | 0.01% | 107 |
|
|
2023
Q1 | $8.36M | Buy |
17,674
+520
| +3% | +$244K | 0.01% | 103 |
|
|
2022
Q4 | $8.35M | Buy |
17,154
+654
| +4% | +$304K | 0.01% | 103 |
|
|
2022
Q3 | $6.37M | Buy |
16,500
+1,125
| +7% | +$470K | 0.01% | 106 |
|
|
2022
Q2 | $6.61M | Buy |
15,375
+25
| +0.2% | +$11K | 0.01% | 103 |
|
|
2022
Q1 | $6.78M | Buy |
15,350
+2,167
| +16% | +$878K | 0.01% | 110 |
|
|
2021
Q4 | $4.68M | Buy |
13,183
+1,756
| +15% | +$607K | 0.01% | 119 |
|
|
2021
Q3 | $3.94M | Buy |
11,427
+927
| +9% | +$335K | 0.01% | 121 |
|
|
2021
Q2 | $3.97M | Buy |
10,500
+2,309
| +28% | +$888K | 0.01% | 121 |
|
|
2021
Q1 | $3.03M | Buy |
8,191
+7,098
| +649% | +$2.44M | 0.01% | 126 |
|
|
2020
Q4 | $388K | Buy |
1,093
+70
| +7% | +$25.7K | ﹤0.01% | 181 |
|
|
2020
Q3 | $392K | Buy |
1,023
+227
| +29% | +$86.6K | ﹤0.01% | 172 |
|
|
2020
Q2 | $291K | Buy |
796
+35
| +5% | +$13.2K | ﹤0.01% | 172 |
|
|
2020
Q1 | $258K | Sell |
761
-1,044
| -58% | -$411K | ﹤0.01% | 182 |
|
|
2019
Q4 | $703K | Sell |
1,805
-1,155
| -39% | -$443K | ﹤0.01% | 159 |
|
|
2019
Q3 | $1.15M | Buy |
2,960
+2,240
| +311% | +$842K | ﹤0.01% | 142 |
|
|
2019
Q2 | $262K | Buy |
+720
| New | +$241K | ﹤0.01% | 190 |
|
|
2018
Q2 | – | Sell |
-603
| Closed | -$203K | – | 211 |
|
|
2018
Q1 | $203K | Sell |
603
-249
| -29% | -$84.7K | ﹤0.01% | 211 |
|
|
2017
Q4 | $273K | Buy |
+852
| New | +$269K | ﹤0.01% | 207 |
|
|
2013
Q4 | – | Sell |
-772
| Closed | -$98K | – | 404 |
|
|
2013
Q3 | $98K | Buy |
772
+175
| +29% | +$21.2K | ﹤0.01% | 247 |
|
|
2013
Q2 | $65K | Buy |
+597
| New | +$61K | ﹤0.01% | 298 |
|
Other funds holding LMT
VCM
VPM
Jones Financial Companies's LMT Position: Q1 2026 in Review
Jones Financial Companies increased its Lockheed Martin (LMT) stake by 38% in Q1 2026, buying an estimated $42.2M and bringing the position to 249,653 shares worth $153M. The position accounts for 0.07% of the portfolio, ranked #137.
Jones Financial Companies first reported a position in LMT in Q2 2013 and has held it in 32 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Jones Financial Companies held 249,653 shares of Lockheed Martin worth $153M as of Q1 2026.
- Jones Financial Companies bought 68,456 Lockheed Martin shares in Q1 2026, an estimated $42.2M.
- Lockheed Martin made up 0.07% of Jones Financial Companies's portfolio in Q1 2026, its #137 holding.
- Jones Financial Companies first reported a position in Lockheed Martin in Q2 2013 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 Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.