Linscomb Wealth’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 | $12M | Sell |
19,788
-4,370
| -18% | -$2.69M | 0.53% | 36 |
|
|
2025
Q4 | $11.7M | Buy |
24,158
+12
| +0% | +$5.74K | 0.49% | 45 |
|
|
2025
Q3 | $12.1M | Buy |
24,146
+355
| +1% | +$161K | 0.52% | 44 |
|
|
2025
Q2 | $11M | Buy |
23,791
+238
| +1% | +$111K | 0.51% | 43 |
|
|
2025
Q1 | $10.5M | Buy |
23,553
+92
| +0.4% | +$42.3K | 0.52% | 42 |
|
|
2024
Q4 | $11.4M | Hold |
23,461
| – | – | 0.57% | 32 |
|
|
2024
Q3 | $13.7M | Sell |
23,461
-520
| -2% | -$279K | 0.68% | 19 |
|
|
2024
Q2 | $11.2M | Buy |
23,981
+194
| +0.8% | +$89.7K | 0.58% | 27 |
|
|
2024
Q1 | $10.8M | Sell |
23,787
-319
| -1% | -$140K | 0.56% | 36 |
|
|
2023
Q4 | $10.9M | Sell |
24,106
-695
| -3% | -$308K | 0.6% | 32 |
|
|
2023
Q3 | $10.1M | Sell |
24,801
-1,078
| -4% | -$478K | 0.59% | 32 |
|
|
2023
Q2 | $11.9M | Sell |
25,879
-1,099
| -4% | -$510K | 0.64% | 27 |
|
|
2023
Q1 | $12.8M | Sell |
26,978
-555
| -2% | -$260K | 0.67% | 21 |
|
|
2022
Q4 | $13.4M | Buy |
27,533
+541
| +2% | +$251K | 0.68% | 20 |
|
|
2022
Q3 | $10.4M | Sell |
26,992
-17
| -0.1% | -$7.1K | 0.63% | 31 |
|
|
2022
Q2 | $11.6M | Buy |
27,009
+539
| +2% | +$237K | 0.67% | 26 |
|
|
2022
Q1 | $11.7M | Buy |
26,470
+818
| +3% | +$332K | 0.56% | 37 |
|
|
2021
Q4 | $9.12M | Buy |
25,652
+1,190
| +5% | +$412K | 0.44% | 57 |
|
|
2021
Q3 | $8.44M | Buy |
24,462
+567
| +2% | +$205K | 0.44% | 60 |
|
|
2021
Q2 | $9.04M | Buy |
23,895
+1,005
| +4% | +$386K | 0.46% | 56 |
|
|
2021
Q1 | $8.46M | Buy |
22,890
+969
| +4% | +$332K | 0.46% | 56 |
|
|
2020
Q4 | $7.78M | Buy |
21,921
+208
| +1% | +$76.5K | 0.46% | 52 |
|
|
2020
Q3 | $8.32M | Buy |
21,713
+395
| +2% | +$151K | 0.57% | 39 |
|
|
2020
Q2 | $7.78M | Buy |
21,318
+2,142
| +11% | +$809K | 0.57% | 37 |
|
|
2020
Q1 | $6.5M | Buy |
19,176
+18
| +0.1% | +$7.08K | 0.57% | 28 |
|
|
2019
Q4 | $7.46M | Sell |
19,158
-172
| -0.9% | -$66K | 0.49% | 26 |
|
|
2019
Q3 | $7.54M | Buy |
19,330
+401
| +2% | +$151K | 0.61% | 25 |
|
|
2019
Q2 | $6.88M | Buy |
18,929
+52
| +0.3% | +$17.4K | 0.56% | 27 |
|
|
2019
Q1 | $5.67M | Buy |
18,877
+811
| +4% | +$238K | 0.48% | 34 |
|
|
2018
Q4 | $4.73M | Sell |
18,066
-134
| -0.7% | -$40.7K | 0.45% | 39 |
|
|
2018
Q3 | $6.3M | Buy |
18,200
+117
| +0.6% | +$37.8K | 0.52% | 29 |
|
|
2018
Q2 | $5.34M | Sell |
18,083
-23
| -0.1% | -$7.42K | 0.45% | 32 |
|
|
2018
Q1 | $6.12M | Sell |
18,106
-334
| -2% | -$114K | 0.52% | 27 |
|
|
2017
Q4 | $5.92M | Buy |
18,440
+413
| +2% | +$130K | 0.49% | 30 |
|
|
2017
Q3 | $5.59M | Buy |
18,027
+118
| +0.7% | +$35.2K | 0.48% | 29 |
|
|
2017
Q2 | $4.97M | Sell |
17,909
-373
| -2% | -$102K | 0.44% | 30 |
|
|
2017
Q1 | $4.89M | Buy |
18,282
+1,166
| +7% | +$305K | 0.44% | 29 |
|
|
2016
Q4 | $4.28M | Buy |
17,116
+259
| +2% | +$64.7K | 0.4% | 34 |
|
|
2016
Q3 | $4.04M | Buy |
16,857
+1,471
| +10% | +$368K | 0.39% | 34 |
|
|
2016
Q2 | $3.82M | Sell |
15,386
-1,942
| -11% | -$458K | 0.38% | 32 |
|
|
2016
Q1 | $3.84M | Buy |
17,328
+712
| +4% | +$153K | 0.42% | 33 |
|
|
2015
Q4 | $3.61M | Buy |
16,616
+106
| +0.6% | +$23K | 0.41% | 34 |
|
|
2015
Q3 | $3.42M | Sell |
16,510
-70
| -0.4% | -$14.2K | 0.4% | 35 |
|
|
2015
Q2 | $3.08M | Sell |
16,580
-139
| -0.8% | -$26.8K | 0.34% | 49 |
|
|
2015
Q1 | $3.39M | Buy |
16,719
+451
| +3% | +$89K | 0.36% | 40 |
|
|
2014
Q4 | $3.13M | Sell |
16,268
-442
| -3% | -$82K | 0.35% | 47 |
|
|
2014
Q3 | $3.05M | Buy |
16,710
+544
| +3% | +$92.6K | 0.34% | 44 |
|
|
2014
Q2 | $2.6M | Buy |
16,166
+369
| +2% | +$60K | 0.27% | 55 |
|
|
2014
Q1 | $2.58M | Buy |
15,797
+1,300
| +9% | +$204K | 0.28% | 50 |
|
|
2013
Q4 | $2.15M | Buy |
14,497
+291
| +2% | +$39.5K | 0.26% | 52 |
|
|
2013
Q3 | $1.81M | Buy |
14,206
+889
| +7% | +$108K | 0.24% | 54 |
|
|
2013
Q2 | $1.44M | Buy |
+13,317
| New | +$1.36M | 0.2% | 63 |
|
Other funds holding LMT
VCM
VPM
Linscomb Wealth's LMT Position: Q1 2026 in Review
Linscomb Wealth reduced its Lockheed Martin (LMT) stake by 18% in Q1 2026, selling an estimated $2.69M and leaving 19,788 shares worth $12M. The position accounts for 0.53% of the portfolio, ranked #36.
Linscomb Wealth first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.7M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Linscomb Wealth held 19,788 shares of Lockheed Martin worth $12M as of Q1 2026.
- Linscomb Wealth sold 4,370 Lockheed Martin shares in Q1 2026, an estimated $2.69M.
- Lockheed Martin made up 0.53% of Linscomb Wealth's portfolio in Q1 2026, its #36 holding.
- Linscomb Wealth first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
- Linscomb Wealth's Lockheed Martin position peaked at $13.7M in Q3 2024.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.