L.J. Altfest & Co’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 | $784K | Sell |
1,298
-76
| -6% | -$46.8K | 0.08% | 172 |
|
|
2025
Q4 | $665K | Sell |
1,374
-35
| -2% | -$16.8K | 0.07% | 185 |
|
|
2025
Q3 | $703K | Sell |
1,409
-177
| -11% | -$80.3K | 0.08% | 178 |
|
|
2025
Q2 | $735K | Sell |
1,586
-2,630
| -62% | -$1.23M | 0.09% | 166 |
|
|
2025
Q1 | $1.88M | Buy |
4,216
+1,949
| +86% | +$897K | 0.24% | 74 |
|
|
2024
Q4 | $1.1M | Sell |
2,267
-15
| -0.7% | -$8.18K | 0.14% | 107 |
|
|
2024
Q3 | $1.33M | Sell |
2,282
-949
| -29% | -$510K | 0.18% | 95 |
|
|
2024
Q2 | $1.51M | Sell |
3,231
-80
| -2% | -$37K | 0.21% | 82 |
|
|
2024
Q1 | $1.51M | Sell |
3,311
-143
| -4% | -$62.7K | 0.21% | 78 |
|
|
2023
Q4 | $1.57M | Sell |
3,454
-299
| -8% | -$132K | 0.23% | 80 |
|
|
2023
Q3 | $1.53M | Buy |
3,753
+7
| +0.2% | +$3.1K | 0.24% | 71 |
|
|
2023
Q2 | $1.73M | Buy |
3,746
+254
| +7% | +$118K | 0.26% | 64 |
|
|
2023
Q1 | $1.65M | Buy |
3,492
+1,181
| +51% | +$554K | 0.26% | 57 |
|
|
2022
Q4 | $1.12M | Sell |
2,311
-63
| -3% | -$29.3K | 0.19% | 84 |
|
|
2022
Q3 | $917K | Sell |
2,374
-74
| -3% | -$30.9K | 0.17% | 93 |
|
|
2022
Q2 | $1.05M | Sell |
2,448
-671
| -22% | -$295K | 0.19% | 84 |
|
|
2022
Q1 | $1.38M | Sell |
3,119
-1,532
| -33% | -$621K | 0.25% | 63 |
|
|
2021
Q4 | $1.65M | Buy |
4,651
+13
| +0.3% | +$4.5K | 0.32% | 62 |
|
|
2021
Q3 | $1.6M | Buy |
4,638
+275
| +6% | +$99.5K | 0.34% | 49 |
|
|
2021
Q2 | $1.65M | Sell |
4,363
-2,723
| -38% | -$1.05M | 0.36% | 51 |
|
|
2021
Q1 | $2.62M | Buy |
7,086
+3,055
| +76% | +$1.05M | 0.62% | 30 |
|
|
2020
Q4 | $1.43M | Buy |
4,031
+292
| +8% | +$107K | 0.35% | 49 |
|
|
2020
Q3 | $1.43M | Buy |
3,739
+363
| +11% | +$139K | 0.38% | 43 |
|
|
2020
Q2 | $1.23M | Buy |
3,376
+13
| +0.4% | +$4.91K | 0.35% | 45 |
|
|
2020
Q1 | $1.14M | Sell |
3,363
-113
| -3% | -$44.4K | 0.36% | 47 |
|
|
2019
Q4 | $1.35M | Sell |
3,476
-60
| -2% | -$23K | 0.34% | 49 |
|
|
2019
Q3 | $1.38M | Sell |
3,536
-602
| -15% | -$226K | 0.36% | 44 |
|
|
2019
Q2 | $1.5M | Sell |
4,138
-1,332
| -24% | -$446K | 0.4% | 42 |
|
|
2019
Q1 | $1.64M | Sell |
5,470
-180
| -3% | -$52.8K | 0.4% | 41 |
|
|
2018
Q4 | $1.48M | Buy |
5,650
+2,271
| +67% | +$689K | 0.41% | 39 |
|
|
2018
Q3 | $1.17M | Sell |
3,379
-2,148
| -39% | -$693K | 0.34% | 53 |
|
|
2018
Q2 | $1.63M | Sell |
5,527
-136
| -2% | -$43.9K | 0.61% | 31 |
|
|
2018
Q1 | $1.91M | Buy |
5,663
+44
| +0.8% | +$15K | 0.83% | 23 |
|
|
2017
Q4 | $1.8M | Buy |
5,619
+37
| +0.7% | +$11.7K | 0.69% | 28 |
|
|
2017
Q3 | $1.73M | Sell |
5,582
-278
| -5% | -$82.9K | 0.84% | 25 |
|
|
2017
Q2 | $1.63M | Buy |
5,860
+37
| +0.6% | +$10.2K | 0.98% | 26 |
|
|
2017
Q1 | $1.56M | Buy |
5,823
+3,474
| +148% | +$910K | 0.62% | 43 |
|
|
2016
Q4 | $587K | Sell |
2,349
-5
| -0.2% | -$1.25K | 0.29% | 76 |
|
|
2016
Q3 | $564K | Sell |
2,354
-4,192
| -64% | -$1.05M | 0.38% | 71 |
|
|
2016
Q2 | $1.62M | Buy |
6,546
+5,404
| +473% | +$1.27M | 1.13% | 28 |
|
|
2016
Q1 | $253K | Sell |
1,142
-96
| -8% | -$20.7K | 0.26% | 74 |
|
|
2015
Q4 | $269K | Sell |
1,238
-17
| -1% | -$3.69K | 0.26% | 78 |
|
|
2015
Q3 | $260K | Sell |
1,255
-33
| -3% | -$6.71K | 0.26% | 79 |
|
|
2015
Q2 | $239K | Sell |
1,288
-136
| -10% | -$26.2K | 0.22% | 86 |
|
|
2015
Q1 | $289K | Sell |
1,424
-327
| -19% | -$64.6K | 0.27% | 74 |
|
|
2014
Q4 | $337K | Buy |
+1,751
| New | +$325K | 0.28% | 80 |
|
|
2014
Q2 | – | Sell |
-1,759
| Closed | -$269K | – | 79 |
|
|
2014
Q1 | $269K | Buy |
1,759
+279
| +19% | +$43.8K | 0.25% | 85 |
|
|
2013
Q4 | $220K | Buy |
+1,480
| New | +$201K | 0.19% | 99 |
|
Other funds holding LMT
VCM
VPM
L.J. Altfest & Co's LMT Position: Q1 2026 in Review
L.J. Altfest & Co reduced its Lockheed Martin (LMT) stake by 5.5% in Q1 2026, selling an estimated $46.8K and leaving 1,298 shares worth $784K. The position accounts for 0.08% of the portfolio, ranked #172.
L.J. Altfest & Co first reported a position in LMT in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.62M in Q1 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- L.J. Altfest & Co held 1,298 shares of Lockheed Martin worth $784K as of Q1 2026.
- L.J. Altfest & Co sold 76 Lockheed Martin shares in Q1 2026, an estimated $46.8K.
- Lockheed Martin made up 0.08% of L.J. Altfest & Co's portfolio in Q1 2026, its #172 holding.
- L.J. Altfest & Co first reported a position in Lockheed Martin in Q4 2013 and has held it in 48 quarters since.
- L.J. Altfest & Co's Lockheed Martin position peaked at $2.62M in Q1 2021.
- 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.