Nikulski Financial’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 | $3.35M | Buy |
5,535
+309
| +6% | +$190K | 0.83% | 41 |
|
|
2025
Q4 | $2.53M | Buy |
5,226
+1,899
| +57% | +$909K | 0.6% | 48 |
|
|
2025
Q3 | $1.66M | Buy |
3,327
+333
| +11% | +$151K | 0.42% | 57 |
|
|
2025
Q2 | $1.39M | Buy |
2,994
+577
| +24% | +$270K | 0.38% | 63 |
|
|
2025
Q1 | $1.08M | Buy |
2,417
+55
| +2% | +$25.3K | 0.33% | 71 |
|
|
2024
Q4 | $1.15M | Buy |
2,362
+4
| +0.2% | +$2.18K | 0.34% | 70 |
|
|
2024
Q3 | $1.38M | Sell |
2,358
-71
| -3% | -$38.1K | 0.41% | 63 |
|
|
2024
Q2 | $1.13M | Sell |
2,429
-40
| -2% | -$18.5K | 0.36% | 66 |
|
|
2024
Q1 | $1.12M | Buy |
2,469
+288
| +13% | +$126K | 0.37% | 68 |
|
|
2023
Q4 | $989K | Sell |
2,181
-50
| -2% | -$22.2K | 0.36% | 69 |
|
|
2023
Q3 | $912K | Buy |
2,231
+115
| +5% | +$51K | 0.38% | 70 |
|
|
2023
Q2 | $974K | Buy |
2,116
+15
| +0.7% | +$6.96K | 0.4% | 63 |
|
|
2023
Q1 | $993K | Buy |
2,101
+105
| +5% | +$49.2K | 0.44% | 55 |
|
|
2022
Q4 | $971K | Buy |
1,996
+15
| +0.8% | +$6.97K | 0.46% | 53 |
|
|
2022
Q3 | $765K | Sell |
1,981
-135
| -6% | -$56.4K | 0.4% | 58 |
|
|
2022
Q2 | $910K | Buy |
2,116
+23
| +1% | +$10.1K | 0.45% | 56 |
|
|
2022
Q1 | $924K | Buy |
2,093
+20
| +1% | +$8.11K | 0.39% | 68 |
|
|
2021
Q4 | $737K | Buy |
2,073
+207
| +11% | +$71.6K | 0.31% | 73 |
|
|
2021
Q3 | $644K | Buy |
1,866
+38
| +2% | +$13.8K | 0.3% | 73 |
|
|
2021
Q2 | $696K | Sell |
1,828
-5
| -0.3% | -$1.92K | 0.32% | 72 |
|
|
2021
Q1 | $677K | Buy |
1,833
+417
| +29% | +$143K | 0.35% | 69 |
|
|
2020
Q4 | $503K | Buy |
1,416
+220
| +18% | +$80.9K | 0.28% | 74 |
|
|
2020
Q3 | $458K | Buy |
1,196
+85
| +8% | +$32.4K | 0.29% | 69 |
|
|
2020
Q2 | $405K | Buy |
1,111
+9
| +0.8% | +$3.4K | 0.28% | 70 |
|
|
2020
Q1 | $374K | Buy |
1,102
+86
| +8% | +$33.8K | 0.33% | 61 |
|
|
2019
Q4 | $441K | Buy |
1,016
+76
| +8% | +$29.2K | 0.32% | 58 |
|
|
2019
Q3 | $359K | Buy |
940
+215
| +30% | +$80.9K | 0.3% | 62 |
|
|
2019
Q2 | $260K | Sell |
725
-250
| -26% | -$83.6K | 0.22% | 71 |
|
|
2019
Q1 | $293K | Buy |
975
+131
| +16% | +$38.4K | 0.29% | 59 |
|
|
2018
Q4 | $221K | Sell |
844
-106
| -11% | -$32.2K | 0.23% | 66 |
|
|
2018
Q3 | $279K | Buy |
950
+119
| +14% | +$38.4K | 0.26% | 59 |
|
|
2018
Q2 | $246K | Buy |
831
+20
| +2% | +$6.45K | 0.23% | 64 |
|
|
2018
Q1 | $274K | Buy |
811
+100
| +14% | +$34K | 0.27% | 62 |
|
|
2017
Q4 | $228K | Buy |
+711
| New | +$224K | 0.25% | 69 |
|
Other funds holding LMT
VCM
VPM
Nikulski Financial's LMT Position: Q1 2026 in Review
Nikulski Financial increased its Lockheed Martin (LMT) stake by 5.9% in Q1 2026, buying an estimated $190K and bringing the position to 5,535 shares worth $3.35M. The position accounts for 0.83% of the portfolio, ranked #41.
Nikulski Financial first reported a position in LMT in Q4 2017 and has held it in 34 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Nikulski Financial held 5,535 shares of Lockheed Martin worth $3.35M as of Q1 2026.
- Nikulski Financial bought 309 Lockheed Martin shares in Q1 2026, an estimated $190K.
- Lockheed Martin made up 0.83% of Nikulski Financial's portfolio in Q1 2026, its #41 holding.
- Nikulski Financial first reported a position in Lockheed Martin in Q4 2017 and has held it in 34 quarters since.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Nikulski Financial's 13F filing for Q1 2026, filed 15 May 2026.