Mascoma Wealth Management’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 | $109K | Hold |
214
| – | – | 0.02% | 130 |
|
|
2026
Q1 | $129K | Hold |
214
| – | – | 0.03% | 118 |
|
|
2025
Q4 | $104K | Sell |
214
-11
| -5% | -$5.26K | 0.02% | 127 |
|
|
2025
Q3 | $112K | Hold |
225
| – | – | 0.02% | 129 |
|
|
2025
Q2 | $104K | Hold |
225
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $101K | Sell |
225
-145
| -39% | -$66.7K | 0.03% | 132 |
|
|
2024
Q4 | $180K | Sell |
370
-60
| -14% | -$32.7K | 0.05% | 100 |
|
|
2024
Q3 | $251K | Sell |
430
-35
| -8% | -$18.8K | 0.06% | 85 |
|
|
2024
Q2 | $217K | Buy |
465
+75
| +19% | +$34.7K | 0.06% | 89 |
|
|
2024
Q1 | $177K | Hold |
390
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $177K | Sell |
390
-10
| -3% | -$4.43K | 0.05% | 105 |
|
|
2023
Q3 | $164K | Buy |
400
+10
| +3% | +$4.44K | 0.05% | 111 |
|
|
2023
Q2 | $175K | Sell |
390
-16
| -4% | -$7.43K | 0.05% | 111 |
|
|
2023
Q1 | $189K | Sell |
406
-44
| -10% | -$20.6K | 0.06% | 127 |
|
|
2022
Q4 | $219K | Hold |
450
| – | – | 0.07% | 107 |
|
|
2022
Q3 | $174K | Hold |
450
| – | – | 0.06% | 122 |
|
|
2022
Q2 | $193K | Hold |
450
| – | – | 0.07% | 115 |
|
|
2022
Q1 | $199K | Buy |
450
+15
| +3% | +$6.08K | 0.06% | 123 |
|
|
2021
Q4 | $155K | Buy |
435
+25
| +6% | +$8.65K | 0.05% | 124 |
|
|
2021
Q3 | $141K | Buy |
+410
| New | +$148K | 0.05% | 125 |
|
|
2021
Q2 | – | Sell |
-375
| Closed | -$139K | – | 305 |
|
|
2021
Q1 | $139K | Buy |
+375
| New | +$129K | 0.06% | 126 |
|
|
2019
Q3 | – | Sell |
-375
| Closed | -$136K | – | 234 |
|
|
2019
Q2 | $136K | Hold |
375
| – | – | 0.09% | 96 |
|
|
2019
Q1 | $113K | Hold |
375
| – | – | 0.08% | 101 |
|
|
2018
Q4 | $98K | Hold |
375
| – | – | 0.07% | 105 |
|
|
2018
Q3 | $130K | Hold |
375
| – | – | 0.09% | 102 |
|
|
2018
Q2 | $111K | Hold |
375
| – | – | 0.08% | 106 |
|
|
2018
Q1 | $127K | Hold |
375
| – | – | 0.08% | 96 |
|
|
2017
Q4 | $132K | Hold |
375
| – | – | 0.08% | 88 |
|
|
2017
Q3 | $116K | Sell |
375
-3
| -0.8% | -$895 | 0.08% | 101 |
|
|
2017
Q2 | $105K | Buy |
378
+3
| +0.8% | +$824 | 0.07% | 110 |
|
|
2017
Q1 | $100K | Hold |
375
| – | – | 0.07% | 100 |
|
|
2016
Q4 | $94K | Buy |
+375
| New | +$93.7K | 0.07% | 104 |
|
Other funds holding LMT
Mascoma Wealth Management's LMT Position: Q2 2026 in Review
Mascoma Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 214 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #130.
Mascoma Wealth Management first reported a position in LMT in Q4 2016 and has held it in 32 quarters since. The position peaked at $251K in Q3 2024. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Mascoma Wealth Management held 214 shares of Lockheed Martin worth $109K as of Q2 2026.
- Mascoma Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
- Lockheed Martin made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #130 holding.
- Mascoma Wealth Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Lockheed Martin position peaked at $251K in Q3 2024.
- 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.