Occidental Asset 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 | $517K | Buy |
855
+78
| +10% | +$48K | 0.06% | 158 |
|
|
2025
Q4 | $376K | Buy |
777
+49
| +7% | +$23.4K | 0.05% | 183 |
|
|
2025
Q3 | $363K | Sell |
728
-63
| -8% | -$28.6K | 0.05% | 186 |
|
|
2025
Q2 | $366K | Buy |
791
+2
| +0.3% | +$936 | 0.05% | 174 |
|
|
2025
Q1 | $353K | Sell |
789
-39
| -5% | -$18K | 0.05% | 169 |
|
|
2024
Q4 | $403K | Sell |
828
-104
| -11% | -$56.7K | 0.06% | 146 |
|
|
2024
Q3 | $545K | Buy |
932
+167
| +22% | +$89.7K | 0.09% | 136 |
|
|
2024
Q2 | $357K | Buy |
765
+15
| +2% | +$6.93K | 0.06% | 152 |
|
|
2024
Q1 | $341K | Sell |
750
-54
| -7% | -$23.7K | 0.06% | 148 |
|
|
2023
Q4 | $364K | Buy |
804
+11
| +1% | +$4.87K | 0.08% | 154 |
|
|
2023
Q3 | $324K | Buy |
793
+6
| +0.8% | +$2.66K | 0.08% | 157 |
|
|
2023
Q2 | $362K | Hold |
787
| – | – | 0.08% | 163 |
|
|
2023
Q1 | $372K | Hold |
787
| – | – | 0.09% | 149 |
|
|
2022
Q4 | $383K | Buy |
787
+50
| +7% | +$23.2K | 0.1% | 146 |
|
|
2022
Q3 | $285K | Hold |
737
| – | – | 0.09% | 148 |
|
|
2022
Q2 | $317K | Hold |
737
| – | – | 0.09% | 143 |
|
|
2022
Q1 | $325K | Sell |
737
-10
| -1% | -$4.05K | 0.08% | 154 |
|
|
2021
Q4 | $265K | Hold |
747
| – | – | 0.06% | 177 |
|
|
2021
Q3 | $258K | Hold |
747
| – | – | 0.07% | 182 |
|
|
2021
Q2 | $283K | Sell |
747
-12
| -2% | -$4.61K | 0.08% | 174 |
|
|
2021
Q1 | $280K | Hold |
759
| – | – | 0.08% | 164 |
|
|
2020
Q4 | $269K | Sell |
759
-20
| -3% | -$7.35K | 0.09% | 149 |
|
|
2020
Q3 | $299K | Hold |
779
| – | – | 0.12% | 120 |
|
|
2020
Q2 | $284K | Hold |
779
| – | – | 0.13% | 123 |
|
|
2020
Q1 | $264K | Sell |
779
-14
| -2% | -$5.51K | 0.13% | 121 |
|
|
2019
Q4 | $309K | Hold |
793
| – | – | 0.13% | 131 |
|
|
2019
Q3 | $309K | Sell |
793
-15
| -2% | -$5.64K | 0.13% | 124 |
|
|
2019
Q2 | $294K | Hold |
808
| – | – | 0.13% | 123 |
|
|
2019
Q1 | $243K | Hold |
808
| – | – | 0.12% | 131 |
|
|
2018
Q4 | $212K | Hold |
808
| – | – | 0.12% | 129 |
|
|
2018
Q3 | $280K | Hold |
808
| – | – | 0.14% | 134 |
|
|
2018
Q2 | $239K | Buy |
808
+198
| +32% | +$63.9K | 0.13% | 135 |
|
|
2018
Q1 | $206K | Buy |
+610
| New | +$208K | 0.11% | 136 |
|
Other funds holding LMT
VCM
VPM
Occidental Asset Management's LMT Position: Q1 2026 in Review
Occidental Asset Management increased its Lockheed Martin (LMT) stake by 10% in Q1 2026, buying an estimated $48K and bringing the position to 855 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #158.
Occidental Asset Management first reported a position in LMT in Q1 2018 and has held it in 33 quarters since. The position peaked at $545K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Occidental Asset Management held 855 shares of Lockheed Martin worth $517K as of Q1 2026.
- Occidental Asset Management bought 78 Lockheed Martin shares in Q1 2026, an estimated $48K.
- Lockheed Martin made up 0.06% of Occidental Asset Management's portfolio in Q1 2026, its #158 holding.
- Occidental Asset Management first reported a position in Lockheed Martin in Q1 2018 and has held it in 33 quarters since.
- Occidental Asset Management's Lockheed Martin position peaked at $545K in Q3 2024.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.