OCG
LMT icon

Opus Capital Group’s Lockheed Martin LMT Stock Holding History

Opus Capital Group’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-415
Closed -$201K – 140
2025
Q4 		$201K Sell
415
-75
-15% -$35.9K 0.02% 129
2025
Q3 		$244K Sell
490
-17
-3% -$7.71K 0.03% 118
2025
Q2 		$235K Hold
507
– – 0.03% 114
2025
Q1 		$226K Sell
507
-39
-7% -$18K 0.03% 113
2024
Q4 		$265K Sell
546
-124
-19% -$67.6K 0.03% 97
2024
Q3 		$392K Sell
670
-2
-0.3% -$1.07K 0.05% 85
2024
Q2 		$314K Sell
672
-14
-2% -$6.47K 0.04% 94
2024
Q1 		$312K Sell
686
-204
-23% -$89.4K 0.05% 97
2023
Q4 		$403K Sell
890
-5
-0.6% -$2.21K 0.07% 87
2023
Q3 		$366K Sell
895
-102
-10% -$45.3K 0.06% 83
2023
Q2 		$459K Hold
997
– – 0.08% 78
2023
Q1 		$471K Buy
997
+76
+8% +$35.6K 0.09% 75
2022
Q4 		$448K Sell
921
-30
-3% -$13.9K 0.09% 78
2022
Q3 		$367K Hold
951
– – 0.08% 77
2022
Q2 		$409K Hold
951
– – 0.08% 79
2022
Q1 		$420K Hold
951
– – 0.08% 87
2021
Q4 		$338K Sell
951
-219
-19% -$75.7K 0.07% 84
2021
Q3 		$404K Sell
1,170
-350
-23% -$127K 0.09% 73
2021
Q2 		$575K Sell
1,520
-633
-29% -$243K 0.13% 67
2021
Q1 		$796K Sell
2,153
-400
-16% -$137K 0.19% 51
2020
Q4 		$906K Buy
2,553
+10
+0.4% +$3.68K 0.23% 48
2020
Q3 		$975K Sell
2,543
-400
-14% -$153K 0.28% 40
2020
Q2 		$1.07M Sell
2,943
-35
-1% -$13.2K 0.33% 40
2020
Q1 		$1.01M Sell
2,978
-293
-9% -$115K 0.36% 34
2019
Q4 		$1.27M Sell
3,271
-11
-0.3% -$4.22K 0.37% 36
2019
Q3 		$1.28M Buy
3,282
+7
+0.2% +$2.63K 0.39% 34
2019
Q2 		$1.19M Buy
3,275
+715
+28% +$239K 0.36% 37
2019
Q1 		$768K Sell
2,560
-65
-2% -$19.1K 0.2% 111
2018
Q4 		$687K Hold
2,625
– – 0.14% 120
2018
Q3 		$908K Sell
2,625
-310
-11% -$100K 0.2% 114
2018
Q2 		$867K Sell
2,935
-45
-2% -$14.5K 0.21% 111
2018
Q1 		$1.01M Sell
2,980
-64
-2% -$21.8K 0.25% 106
2017
Q4 		$977K Sell
3,044
-25
-0.8% -$7.88K 0.21% 109
2017
Q3 		$953K Sell
3,069
-229
-7% -$68.3K 0.22% 106
2017
Q2 		$915K Sell
3,298
-353
-10% -$97K 0.18% 101
2017
Q1 		$977K Buy
3,651
+45
+1% +$11.8K 0.13% 105
2016
Q4 		$901K Sell
3,606
-13
-0.4% -$3.25K 0.13% 97
2016
Q3 		$868K Sell
3,619
-80
-2% -$20K 0.18% 103
2016
Q2 		$918K Sell
3,699
-210
-5% -$49.5K 0.2% 104
2016
Q1 		$866K Buy
3,909
+229
+6% +$49.3K 0.19% 114
2015
Q4 		$799K Sell
3,680
-200
-5% -$43.4K 0.13% 134
2015
Q3 		$805K Hold
3,880
– – 0.14% 130
2015
Q2 		$722K Sell
3,880
-240
-6% -$46.2K 0.11% 141
2015
Q1 		$836K Sell
4,120
-1,230
-23% -$243K 0.13% 136
2014
Q4 		$1.03M Sell
5,350
-780
-13% -$145K 0.15% 117
2014
Q3 		$1.12M Sell
6,130
-5,970
-49% -$1.02M 0.15% 124
2014
Q2 		$1.95M Buy
12,100
+180
+2% +$29.3K 0.14% 93
2014
Q1 		$1.95M Buy
11,920
+400
+3% +$62.8K 0.14% 86
2013
Q4 		$1.71M Buy
11,520
+6,190
+116% +$841K 0.09% 95
2013
Q3 		$680K Buy
+5,330
New +$647K 0.04% 109

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opus Capital Group's LMT Position: Q1 2026 in Review

Opus Capital Group sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 415 shares — an estimated $201K sold.

Opus Capital Group first reported a position in LMT in Q3 2013 and held it in 50 quarters. The position peaked at $1.95M in Q2 2014. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Opus Capital Group reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Opus Capital Group sold 415 Lockheed Martin shares in Q1 2026, an estimated $201K.
  • Opus Capital Group first reported a position in Lockheed Martin in Q3 2013 and held it in 50 quarters.
  • Opus Capital Group's Lockheed Martin position peaked at $1.95M in Q2 2014.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.