North Star Investment 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
Q1 | $192K | Sell |
318
-6
| -2% | -$3.7K | 0.01% | 506 |
|
|
2025
Q4 | $157K | Sell |
324
-5
| -2% | -$2.39K | 0.01% | 477 |
|
|
2025
Q3 | $164K | Sell |
329
-78
| -19% | -$35.4K | 0.01% | 453 |
|
|
2025
Q2 | $189K | Hold |
407
| – | – | 0.01% | 429 |
|
|
2025
Q1 | $182K | Sell |
407
-506
| -55% | -$233K | 0.01% | 426 |
|
|
2024
Q4 | $444K | Buy |
913
+135
| +17% | +$73.6K | 0.03% | 335 |
|
|
2024
Q3 | $455K | Hold |
778
| – | – | 0.03% | 328 |
|
|
2024
Q2 | $363K | Buy |
778
+127
| +20% | +$58.7K | 0.03% | 357 |
|
|
2024
Q1 | $296K | Buy |
651
+500
| +331% | +$219K | 0.02% | 379 |
|
|
2023
Q4 | $68.4K | Sell |
151
-59
| -28% | -$26.1K | 0.01% | 547 |
|
|
2023
Q3 | $86K | Buy |
210
+12
| +6% | +$5.32K | 0.01% | 515 |
|
|
2023
Q2 | $91.1K | Hold |
198
| – | – | 0.01% | 517 |
|
|
2023
Q1 | $93.4K | Buy |
198
+1
| +0.5% | +$469 | 0.01% | 524 |
|
|
2022
Q4 | $95.8K | Buy |
197
+34
| +21% | +$15.8K | 0.01% | 500 |
|
|
2022
Q3 | $63K | Buy |
163
+6
| +4% | +$2.5K | 0.01% | 504 |
|
|
2022
Q2 | $68K | Hold |
157
| – | – | 0.01% | 507 |
|
|
2022
Q1 | $69K | Hold |
157
| – | – | 0.01% | 524 |
|
|
2021
Q4 | $56K | Sell |
157
-239
| -60% | -$82.7K | ﹤0.01% | 582 |
|
|
2021
Q3 | $137K | Hold |
396
| – | – | 0.01% | 431 |
|
|
2021
Q2 | $150K | Buy |
396
+1
| +0.3% | +$384 | 0.01% | 422 |
|
|
2021
Q1 | $146K | Hold |
395
| – | – | 0.01% | 403 |
|
|
2020
Q4 | $140K | Sell |
395
-10
| -2% | -$3.68K | 0.01% | 389 |
|
|
2020
Q3 | $155K | Buy |
405
+1
| +0.2% | +$382 | 0.02% | 376 |
|
|
2020
Q2 | $148K | Buy |
404
+250
| +162% | +$94.4K | 0.02% | 366 |
|
|
2020
Q1 | $52K | Hold |
154
| – | – | 0.01% | 479 |
|
|
2019
Q4 | $60K | Sell |
154
-12
| -7% | -$4.61K | 0.01% | 524 |
|
|
2019
Q3 | $65K | Buy |
+166
| New | +$62.4K | 0.01% | 503 |
|
|
2019
Q2 | – | Sell |
-165
| Closed | -$50K | – | 691 |
|
|
2019
Q1 | $50K | Hold |
165
| – | – | 0.01% | 556 |
|
|
2018
Q4 | $43K | Buy |
165
+50
| +43% | +$15.2K | 0.01% | 542 |
|
|
2018
Q3 | $40K | Sell |
115
-51
| -31% | -$16.5K | ﹤0.01% | 605 |
|
|
2018
Q2 | $49K | Buy |
166
+1
| +0.6% | +$323 | 0.01% | 567 |
|
|
2018
Q1 | $56K | Buy |
165
+1
| +0.6% | +$340 | 0.01% | 535 |
|
|
2017
Q4 | $53K | Hold |
164
| – | – | 0.01% | 535 |
|
|
2017
Q3 | $51K | Buy |
164
+1
| +0.6% | +$298 | 0.01% | 542 |
|
|
2017
Q2 | $45K | Buy |
163
+16
| +11% | +$4.4K | 0.01% | 559 |
|
|
2017
Q1 | $39K | Buy |
147
+114
| +345% | +$29.9K | 0.01% | 561 |
|
|
2016
Q4 | $8K | Hold |
33
| – | – | ﹤0.01% | 776 |
|
|
2016
Q3 | $8K | Hold |
33
| – | – | ﹤0.01% | 656 |
|
|
2016
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 650 |
|
|
2016
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 624 |
|
|
2015
Q4 | $7K | Buy |
33
+6
| +22% | +$1.3K | ﹤0.01% | 622 |
|
|
2015
Q3 | $6K | Hold |
27
| – | – | ﹤0.01% | 715 |
|
|
2015
Q2 | $5K | Buy |
+27
| New | +$5.2K | ﹤0.01% | 735 |
|
Other funds holding LMT
VCM
VPM
North Star Investment Management's LMT Position: Q1 2026 in Review
North Star Investment Management reduced its Lockheed Martin (LMT) stake by 1.9% in Q1 2026, selling an estimated $3.7K and leaving 318 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #506.
North Star Investment Management first reported a position in LMT in Q2 2015 and has held it in 43 quarters since. The position peaked at $455K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- North Star Investment Management held 318 shares of Lockheed Martin worth $192K as of Q1 2026.
- North Star Investment Management sold 6 Lockheed Martin shares in Q1 2026, an estimated $3.7K.
- Lockheed Martin made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #506 holding.
- North Star Investment Management first reported a position in Lockheed Martin in Q2 2015 and has held it in 43 quarters since.
- North Star Investment Management's Lockheed Martin position peaked at $455K in Q3 2024.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.