Obermeyer Wealth Partners’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 | $519K | Sell |
859
-24
| -3% | -$14.8K | 0.02% | 169 |
|
|
2025
Q4 | $427K | Buy |
883
+8
| +0.9% | +$3.83K | 0.02% | 193 |
|
|
2025
Q3 | $437K | Sell |
875
-95
| -10% | -$43.1K | 0.02% | 186 |
|
|
2025
Q2 | $449K | Sell |
970
-356
| -27% | -$167K | 0.02% | 169 |
|
|
2025
Q1 | $592K | Sell |
1,326
-39,409
| -97% | -$18.1M | 0.03% | 135 |
|
|
2024
Q4 | $19.8M | Sell |
40,735
-368
| -0.9% | -$201K | 1.03% | 34 |
|
|
2024
Q3 | $24M | Sell |
41,103
-31,897
| -44% | -$17.1M | 1.29% | 31 |
|
|
2024
Q2 | $34.1M | Sell |
73,000
-2,119
| -3% | -$979K | 1.95% | 15 |
|
|
2024
Q1 | $34.2M | Buy |
75,119
+1,284
| +2% | +$563K | 2.01% | 17 |
|
|
2023
Q4 | $33.5M | Sell |
73,835
-2,226
| -3% | -$986K | 2.29% | 17 |
|
|
2023
Q3 | $31.1M | Sell |
76,061
-2,128
| -3% | -$944K | 2.31% | 18 |
|
|
2023
Q2 | $36M | Sell |
78,189
-2,981
| -4% | -$1.38M | 2.59% | 17 |
|
|
2023
Q1 | $38.5M | Sell |
81,170
-1,635
| -2% | -$767K | 2.87% | 10 |
|
|
2022
Q4 | $40.3M | Sell |
82,805
-691
| -0.8% | -$321K | 3.05% | 10 |
|
|
2022
Q3 | $32.3M | Sell |
83,496
-2,183
| -3% | -$912K | 2.61% | 15 |
|
|
2022
Q2 | $36.8M | Buy |
85,679
+84,059
| +5,189% | +$36.9M | 2.7% | 15 |
|
|
2022
Q1 | $715K | Buy |
1,620
+53
| +3% | +$21.5K | 0.04% | 100 |
|
|
2021
Q4 | $557K | Buy |
1,567
+192
| +14% | +$66.4K | 0.03% | 119 |
|
|
2021
Q3 | $475K | Hold |
1,375
| – | – | 0.03% | 125 |
|
|
2021
Q2 | $520K | Sell |
1,375
-15
| -1% | -$5.77K | 0.03% | 125 |
|
|
2021
Q1 | $514K | Buy |
1,390
+14
| +1% | +$4.8K | 0.03% | 124 |
|
|
2020
Q4 | $488K | Sell |
1,376
-114
| -8% | -$41.9K | 0.03% | 92 |
|
|
2020
Q3 | $571K | Buy |
1,490
+636
| +74% | +$243K | 0.04% | 78 |
|
|
2020
Q2 | $312K | Buy |
+854
| New | +$323K | 0.03% | 103 |
|
|
2017
Q1 | – | Sell |
-2,379
| Closed | -$595K | – | 132 |
|
|
2016
Q4 | $595K | Sell |
2,379
-45
| -2% | -$11.2K | 0.06% | 73 |
|
|
2016
Q3 | $581K | Sell |
2,424
-6
| -0.2% | -$1.5K | 0.06% | 73 |
|
|
2016
Q2 | $603K | Sell |
2,430
-40
| -2% | -$9.43K | 0.06% | 68 |
|
|
2016
Q1 | $547K | Hold |
2,470
| – | – | 0.05% | 69 |
|
|
2015
Q4 | $536K | Hold |
2,470
| – | – | 0.05% | 70 |
|
|
2015
Q3 | $512K | Sell |
2,470
-100
| -4% | -$20.3K | 0.05% | 72 |
|
|
2015
Q2 | $478K | Hold |
2,570
| – | – | 0.04% | 83 |
|
|
2015
Q1 | $522K | Buy |
2,570
+25
| +1% | +$4.94K | 0.04% | 90 |
|
|
2014
Q4 | $490K | Buy |
+2,545
| New | +$472K | 0.04% | 94 |
|
|
2013
Q3 | – | Sell |
-590
| Closed | -$64K | – | 182 |
|
|
2013
Q2 | $64K | Buy |
+590
| New | +$60.3K | 0.02% | 106 |
|
Other funds holding LMT
VCM
VPM
Obermeyer Wealth Partners's LMT Position: Q1 2026 in Review
Obermeyer Wealth Partners reduced its Lockheed Martin (LMT) stake by 2.7% in Q1 2026, selling an estimated $14.8K and leaving 859 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #169.
Obermeyer Wealth Partners first reported a position in LMT in Q2 2013 and has held it in 34 quarters since. The position peaked at $40.3M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Obermeyer Wealth Partners held 859 shares of Lockheed Martin worth $519K as of Q1 2026.
- Obermeyer Wealth Partners sold 24 Lockheed Martin shares in Q1 2026, an estimated $14.8K.
- Lockheed Martin made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #169 holding.
- Obermeyer Wealth Partners first reported a position in Lockheed Martin in Q2 2013 and has held it in 34 quarters since.
- Obermeyer Wealth Partners's Lockheed Martin position peaked at $40.3M in Q4 2022.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.