NBW Capital’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
+477
New +$223K 0.05% 98
2024
Q4
Sell
-691
Closed -$404K 96
2024
Q3
$404K Buy
+691
New +$371K 0.08% 75
2024
Q2
Sell
-514
Closed -$234K 108
2024
Q1
$234K Buy
514
+32
+7% +$14K 0.05% 103
2023
Q4
$218K Sell
482
-40
-8% -$17.7K 0.05% 101
2023
Q3
$213K Buy
+522
New +$232K 0.05% 103
2023
Q1
Sell
-496
Closed -$241K 113
2022
Q4
$241K Buy
+496
New +$230K 0.06% 89
2022
Q2
Sell
-529
Closed -$234K 91
2022
Q1
$234K Buy
+529
New +$214K 0.06% 78
2021
Q3
Sell
-28,655
Closed -$10.8M 87
2021
Q2
$10.8M Buy
28,655
+725
+3% +$279K 2.64% 6
2021
Q1
$10.3M Buy
27,930
+6,666
+31% +$2.29M 2.84% 5
2020
Q4
$7.55M Sell
21,264
-1,549
-7% -$569K 2.29% 10
2020
Q3
$8.74M Buy
22,813
+1,236
+6% +$472K 2.92% 6
2020
Q2
$7.87M Buy
21,577
+349
+2% +$132K 2.83% 5
2020
Q1
$7.2M Sell
21,228
-1,390
-6% -$547K 3.43% 5
2019
Q4
$8.81M Sell
22,618
-669
-3% -$257K 2.5% 8
2019
Q3
$9.08M Sell
23,287
-1,008
-4% -$379K 2.7% 7
2019
Q2
$8.83M Sell
24,295
-222
-0.9% -$74.3K 2.43% 9
2019
Q1
$7.36M Buy
24,517
+460
+2% +$135K 2.02% 15
2018
Q4
$6.3M Sell
24,057
-182
-0.8% -$55.2K 2.24% 12
2018
Q3
$8.39M Buy
24,239
+2,340
+11% +$755K 2.26% 9
2018
Q2
$6.47M Buy
21,899
+36
+0.2% +$11.6K 1.85% 26
2018
Q1
$7.39M Sell
21,863
-3,612
-14% -$1.23M 2.31% 5
2017
Q4
$8.18M Sell
25,475
-202
-0.8% -$63.7K 2.15% 12
2017
Q3
$7.97M Sell
25,677
-217
-0.8% -$64.7K 2.17% 16
2017
Q2
$7.19M Sell
25,894
-221
-0.8% -$60.7K 1.99% 23
2017
Q1
$6.99M Buy
26,115
+113
+0.4% +$29.6K 1.95% 27
2016
Q4
$6.5M Buy
26,002
+1,162
+5% +$290K 1.87% 24
2016
Q3
$5.96M Buy
24,840
+12,621
+103% +$3.16M 1.71% 28
2016
Q2
$3.03M Sell
12,219
-480
-4% -$113K 0.93% 39
2016
Q1
$2.81M Buy
+12,699
New +$2.73M 0.89% 41

Other funds holding LMT

NBW Capital's LMT Position: Q2 2025 in Review

NBW Capital opened a new position in Lockheed Martin (LMT) in Q2 2025: 477 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #98 among its holdings. This is a return to the name: NBW Capital previously reported a position in LMT as recently as Q3 2024.

NBW Capital first reported a position in LMT in Q1 2016 and has held it in 29 quarters since. The position peaked at $10.8M in Q2 2021. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • NBW Capital held 477 shares of Lockheed Martin worth $221K as of Q2 2025.
  • Lockheed Martin was a new NBW Capital position in Q2 2025.
  • Lockheed Martin made up 0.05% of NBW Capital's portfolio in Q2 2025, its #98 holding.
  • NBW Capital first reported a position in Lockheed Martin in Q1 2016 and has held it in 29 quarters since.
  • NBW Capital's Lockheed Martin position peaked at $10.8M in Q2 2021.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.