P.J. Schmidt Investment Management (PJS)’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 | $1.64M | Hold |
2,717
| – | – | 0.28% | 60 |
|
|
2025
Q4 | $1.31M | Sell |
2,717
-135
| -5% | -$64.6K | 0.21% | 67 |
|
|
2025
Q3 | $1.42M | Sell |
2,852
-466
| -14% | -$211K | 0.24% | 65 |
|
|
2025
Q2 | $1.54M | Sell |
3,318
-19
| -0.6% | -$8.89K | 0.27% | 61 |
|
|
2025
Q1 | $1.49M | Sell |
3,337
-283
| -8% | -$130K | 0.27% | 57 |
|
|
2024
Q4 | $1.76M | Buy |
3,620
+8
| +0.2% | +$4.36K | 0.31% | 57 |
|
|
2024
Q3 | $2.11M | Sell |
3,612
-44
| -1% | -$23.6K | 0.36% | 55 |
|
|
2024
Q2 | $1.71M | Buy |
3,656
+84
| +2% | +$38.8K | 0.31% | 56 |
|
|
2024
Q1 | $1.62M | Buy |
3,572
+158
| +5% | +$69.2K | 0.31% | 56 |
|
|
2023
Q4 | $1.47M | Buy |
3,414
+78
| +2% | +$34.6K | 0.29% | 57 |
|
|
2023
Q3 | $1.5M | Sell |
3,336
-22
| -0.7% | -$9.76K | 0.32% | 58 |
|
|
2023
Q2 | $1.53M | Sell |
3,358
-187
| -5% | -$86.8K | 0.3% | 63 |
|
|
2023
Q1 | $1.65M | Sell |
3,545
-144
| -4% | -$67.5K | 0.34% | 59 |
|
|
2022
Q4 | $1.79M | Buy |
3,689
+36
| +1% | +$16.7K | 0.41% | 57 |
|
|
2022
Q3 | $1.66M | Sell |
3,653
-78
| -2% | -$32.6K | 0.4% | 56 |
|
|
2022
Q2 | $1.62M | Buy |
3,731
+543
| +17% | +$238K | 0.35% | 58 |
|
|
2022
Q1 | $1.38M | Sell |
3,188
-31
| -1% | -$12.6K | 0.31% | 63 |
|
|
2021
Q4 | $1.25M | Sell |
3,219
-411
| -11% | -$142K | 0.25% | 72 |
|
|
2021
Q3 | $1.21M | Sell |
3,630
-140
| -4% | -$50.7K | 0.24% | 73 |
|
|
2021
Q2 | $1.44M | Sell |
3,770
-3
| -0.1% | -$1.15K | 0.29% | 67 |
|
|
2021
Q1 | $1.44M | Sell |
3,773
-629
| -14% | -$216K | 0.3% | 64 |
|
|
2020
Q4 | $1.42M | Sell |
4,402
-135
| -3% | -$49.6K | 0.32% | 60 |
|
|
2020
Q3 | $1.64M | Sell |
4,537
-834
| -16% | -$318K | 0.4% | 56 |
|
|
2020
Q2 | $1.96M | Sell |
5,371
-320
| -6% | -$121K | 0.59% | 45 |
|
|
2020
Q1 | $1.93M | Sell |
5,691
-150
| -3% | -$59K | 0.67% | 44 |
|
|
2019
Q4 | $2.27M | Sell |
5,841
-478
| -8% | -$183K | 0.61% | 49 |
|
|
2019
Q3 | $2.46M | Sell |
6,319
-105
| -2% | -$39.5K | 0.7% | 46 |
|
|
2019
Q2 | $2.33M | Sell |
6,424
-1
| -0% | -$335 | 0.67% | 46 |
|
|
2019
Q1 | $1.93M | Buy |
6,425
+231
| +4% | +$67.7K | 0.56% | 52 |
|
|
2018
Q4 | $1.62M | Buy |
6,194
+161
| +3% | +$48.8K | 0.53% | 55 |
|
|
2018
Q3 | $2.09M | Buy |
6,033
+190
| +3% | +$61.3K | 0.59% | 51 |
|
|
2018
Q2 | $1.73M | Sell |
5,843
-46
| -0.8% | -$14.8K | 0.5% | 61 |
|
|
2018
Q1 | $1.99M | Sell |
5,889
-118
| -2% | -$40.2K | 0.58% | 57 |
|
|
2017
Q4 | $1.93M | Sell |
6,007
-241
| -4% | -$76K | 0.55% | 60 |
|
|
2017
Q3 | $1.94M | Buy |
6,248
+35
| +0.6% | +$10.4K | 0.58% | 56 |
|
|
2017
Q2 | $1.73M | Sell |
6,213
-50
| -0.8% | -$13.7K | 0.53% | 59 |
|
|
2017
Q1 | $1.68M | Sell |
6,263
-65
| -1% | -$17K | 0.59% | 60 |
|
|
2016
Q4 | $1.58M | Buy |
6,328
+25
| +0.4% | +$6.25K | 0.59% | 55 |
|
|
2016
Q3 | $1.51M | Buy |
6,303
+53
| +0.8% | +$13.3K | 0.56% | 60 |
|
|
2016
Q2 | $1.55M | Buy |
6,250
+865
| +16% | +$204K | 0.58% | 58 |
|
|
2016
Q1 | $1.19M | Sell |
5,385
-48
| -0.9% | -$10.3K | 0.47% | 65 |
|
|
2015
Q4 | $1.18M | Buy |
5,433
+770
| +17% | +$167K | 0.47% | 65 |
|
|
2015
Q3 | $967K | Sell |
4,663
-762
| -14% | -$155K | 0.42% | 70 |
|
|
2015
Q2 | $1.01M | Buy |
5,425
+215
| +4% | +$41.4K | 0.4% | 74 |
|
|
2015
Q1 | $1.06M | Buy |
5,210
+105
| +2% | +$20.7K | 0.41% | 75 |
|
|
2014
Q4 | $983K | Buy |
5,105
+180
| +4% | +$33.4K | 0.39% | 71 |
|
|
2014
Q3 | $900K | Sell |
4,925
-285
| -5% | -$48.5K | 0.37% | 74 |
|
|
2014
Q2 | $837K | Buy |
5,210
+15
| +0.3% | +$2.44K | 0.33% | 83 |
|
|
2014
Q1 | $848K | Buy |
5,195
+120
| +2% | +$18.8K | 0.34% | 79 |
|
|
2013
Q4 | $754K | Sell |
5,075
-935
| -16% | -$127K | 0.32% | 75 |
|
|
2013
Q3 | $767K | Sell |
6,010
-220
| -4% | -$26.7K | 0.35% | 68 |
|
|
2013
Q2 | $676K | Buy |
+6,230
| New | +$636K | 0.33% | 67 |
|
Other funds holding LMT
VCM
VPM
P.J. Schmidt Investment Management (PJS)'s LMT Position: Q1 2026 in Review
P.J. Schmidt Investment Management (PJS) held its Lockheed Martin (LMT) position steady in Q1 2026 at 2,717 shares worth $1.64M. The position accounts for 0.28% of the portfolio, ranked #60.
P.J. Schmidt Investment Management (PJS) first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.46M in Q3 2019. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- P.J. Schmidt Investment Management (PJS) held 2,717 shares of Lockheed Martin worth $1.64M as of Q1 2026.
- P.J. Schmidt Investment Management (PJS) left its Lockheed Martin share count unchanged in Q1 2026.
- Lockheed Martin made up 0.28% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #60 holding.
- P.J. Schmidt Investment Management (PJS) first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
- P.J. Schmidt Investment Management (PJS)'s Lockheed Martin position peaked at $2.46M in Q3 2019.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.