Mountain Capital Investment Advisors’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 | – | Sell |
-370
| Closed | -$218K | – | 96 |
|
|
2025
Q4 | $218K | Buy |
+370
| New | +$177K | 0.04% | 79 |
|
|
2024
Q4 | – | Sell |
-403
| Closed | -$228K | – | 66 |
|
|
2024
Q3 | $228K | Buy |
+403
| New | +$216K | 0.05% | 47 |
|
|
2024
Q1 | – | Sell |
-2,067
| Closed | -$948K | – | 60 |
|
|
2023
Q4 | $948K | Sell |
2,067
-86
| -4% | -$38.1K | 0.32% | 23 |
|
|
2023
Q3 | $958K | Sell |
2,153
-2,102
| -49% | -$933K | 0.36% | 19 |
|
|
2023
Q2 | $1.94M | Sell |
4,255
-81
| -2% | -$37.6K | 0.73% | 16 |
|
|
2023
Q1 | $2.13M | Buy |
4,336
+163
| +4% | +$76.4K | 0.94% | 33 |
|
|
2022
Q4 | $1.93M | Buy |
4,173
+352
| +9% | +$164K | 0.88% | 43 |
|
|
2022
Q3 | $1.68M | Buy |
3,821
+49
| +1% | +$20.5K | 0.88% | 30 |
|
|
2022
Q2 | $1.59M | Buy |
3,772
+74
| +2% | +$32.5K | 0.8% | 41 |
|
|
2022
Q1 | $1.72M | Sell |
3,698
-53
| -1% | -$21.5K | 0.81% | 37 |
|
|
2021
Q4 | $1.37M | Buy |
3,751
+859
| +30% | +$297K | 0.62% | 55 |
|
|
2021
Q3 | $1.02M | Buy |
2,892
+47
| +2% | +$17K | 0.54% | 70 |
|
|
2021
Q2 | $1.08M | Sell |
2,845
-1,053
| -27% | -$405K | 0.5% | 64 |
|
|
2021
Q1 | $1.51M | Buy |
3,898
+281
| +8% | +$96.4K | 0.76% | 34 |
|
|
2020
Q4 | $1.22M | Sell |
3,617
-370
| -9% | -$136K | 0.74% | 35 |
|
|
2020
Q3 | $1.55M | Buy |
3,987
+2,927
| +276% | +$1.12M | 1% | 29 |
|
|
2020
Q2 | $375K | Buy |
1,060
+68
| +7% | +$25.7K | 0.17% | 37 |
|
|
2020
Q1 | $368K | Buy |
992
+390
| +65% | +$153K | 0.19% | 31 |
|
|
2019
Q4 | $248K | Buy |
602
+51
| +9% | +$19.6K | 0.11% | 39 |
|
|
2019
Q3 | $215K | Buy |
551
+3
| +0.5% | +$1.13K | 0.19% | 43 |
|
|
2019
Q2 | $207K | Buy |
+548
| New | +$183K | 0.19% | 45 |
|
|
2019
Q1 | – | Sell |
-806
| Closed | -$211K | – | 46 |
|
|
2018
Q4 | $211K | Sell |
806
-661
| -45% | -$201K | 0.29% | 28 |
|
|
2018
Q3 | $507K | Sell |
1,467
-150
| -9% | -$48.4K | 0.49% | 19 |
|
|
2018
Q2 | $478K | Sell |
1,617
-50
| -3% | -$16.1K | 0.47% | 18 |
|
|
2018
Q1 | $563K | Buy |
+1,667
| New | +$567K | 0.61% | 16 |
|
|
2017
Q4 | – | Sell |
-161
| Closed | -$50K | – | 249 |
|
|
2017
Q3 | $50K | Buy |
161
+1
| +0.6% | +$298 | 0.04% | 122 |
|
|
2017
Q2 | $44K | Buy |
+160
| New | +$44K | 0.04% | 140 |
|
Other funds holding LMT
VCM
VPM
Mountain Capital Investment Advisors's LMT Position: Q1 2026 in Review
Mountain Capital Investment Advisors sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 370 shares — an estimated $218K sold.
Mountain Capital Investment Advisors first reported a position in LMT in Q2 2017 and held it in 27 quarters. The position peaked at $2.13M in Q1 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Mountain Capital Investment Advisors reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
- Mountain Capital Investment Advisors sold 370 Lockheed Martin shares in Q1 2026, an estimated $218K.
- Mountain Capital Investment Advisors first reported a position in Lockheed Martin in Q2 2017 and held it in 27 quarters.
- Mountain Capital Investment Advisors's Lockheed Martin position peaked at $2.13M in Q1 2023.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.