Patriot Financial Group Insurance Agency’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
Q2 | $508K | Sell |
997
-1,101
| -52% | -$595K | 0.05% | 307 |
|
|
2026
Q1 | $1.27M | Buy |
2,098
+1,098
| +110% | +$676K | 0.07% | 274 |
|
|
2025
Q4 | $484K | Buy |
1,000
+11
| +1% | +$5.26K | 0.06% | 297 |
|
|
2025
Q3 | $494K | Buy |
989
+88
| +10% | +$39.9K | 0.06% | 289 |
|
|
2025
Q2 | $417K | Sell |
901
-20
| -2% | -$9.36K | 0.05% | 343 |
|
|
2025
Q1 | $411K | Sell |
921
-442
| -32% | -$203K | 0.06% | 330 |
|
|
2024
Q4 | $662K | Buy |
1,363
+75
| +6% | +$40.9K | 0.09% | 240 |
|
|
2024
Q3 | $753K | Sell |
1,288
-918
| -42% | -$493K | 0.1% | 219 |
|
|
2024
Q2 | $1.03M | Buy |
2,206
+115
| +5% | +$53.1K | 0.15% | 150 |
|
|
2024
Q1 | $951K | Buy |
2,091
+208
| +11% | +$91.2K | 0.15% | 161 |
|
|
2023
Q4 | $853K | Sell |
1,883
-49
| -3% | -$21.7K | 0.16% | 151 |
|
|
2023
Q3 | $790K | Sell |
1,932
-14
| -0.7% | -$6.21K | 0.16% | 161 |
|
|
2023
Q2 | $896K | Sell |
1,946
-154
| -7% | -$71.5K | 0.17% | 145 |
|
|
2023
Q1 | $993K | Buy |
2,100
+464
| +28% | +$218K | 0.2% | 119 |
|
|
2022
Q4 | $796K | Sell |
1,636
-195
| -11% | -$90.6K | 0.11% | 139 |
|
|
2022
Q3 | $707K | Buy |
1,831
+123
| +7% | +$51.4K | 0.17% | 149 |
|
|
2022
Q2 | $734K | Sell |
1,708
-708
| -29% | -$311K | 0.15% | 144 |
|
|
2022
Q1 | $1.07M | Sell |
2,416
-168
| -7% | -$68.1K | 0.19% | 120 |
|
|
2021
Q4 | $918K | Buy |
2,584
+175
| +7% | +$60.5K | 0.15% | 137 |
|
|
2021
Q3 | $831K | Buy |
2,409
+231
| +11% | +$83.6K | 0.15% | 151 |
|
|
2021
Q2 | $824K | Buy |
2,178
+403
| +23% | +$155K | 0.15% | 150 |
|
|
2021
Q1 | $656K | Buy |
1,775
+360
| +25% | +$124K | 0.15% | 156 |
|
|
2020
Q4 | $502K | Buy |
1,415
+368
| +35% | +$135K | 0.13% | 179 |
|
|
2020
Q3 | $401K | Buy |
1,047
+6
| +0.6% | +$2.29K | 0.13% | 167 |
|
|
2020
Q2 | $380K | Sell |
1,041
-65
| -6% | -$24.6K | 0.15% | 149 |
|
|
2020
Q1 | $375K | Sell |
1,106
-152
| -12% | -$59.8K | 0.17% | 129 |
|
|
2019
Q4 | $490K | Buy |
1,258
+16
| +1% | +$6.14K | 0.18% | 114 |
|
|
2019
Q3 | $485K | Buy |
1,242
+35
| +3% | +$13.2K | 0.22% | 86 |
|
|
2019
Q2 | $443K | Buy |
1,207
+1,155
| +2,221% | +$386K | 0.19% | 95 |
|
|
2019
Q1 | $16K | Buy |
52
+32
| +160% | +$9.38K | 0.01% | 598 |
|
|
2018
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 735 |
|
|
2018
Q3 | $7K | Hold |
20
| – | – | ﹤0.01% | 688 |
|
|
2018
Q2 | $6K | Sell |
20
-1
| -5% | -$323 | 0.01% | 458 |
|
|
2018
Q1 | $7K | Sell |
21
-39
| -65% | -$13.3K | 0.01% | 659 |
|
|
2017
Q4 | $20K | Hold |
60
| – | – | 0.02% | 456 |
|
|
2017
Q3 | $19K | Hold |
60
| – | – | 0.02% | 418 |
|
|
2017
Q2 | $17K | Hold |
60
| – | – | 0.02% | 419 |
|
|
2017
Q1 | $16K | Hold |
60
| – | – | 0.02% | 408 |
|
|
2016
Q4 | $15K | Buy |
+60
| New | +$15K | 0.02% | 404 |
|
Other funds holding LMT
Patriot Financial Group Insurance Agency's LMT Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Lockheed Martin (LMT) stake by 52% in Q2 2026, selling an estimated $595K and leaving 997 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #307.
Patriot Financial Group Insurance Agency first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.27M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Patriot Financial Group Insurance Agency held 997 shares of Lockheed Martin worth $508K as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 1,101 Lockheed Martin shares in Q2 2026, an estimated $595K.
- Lockheed Martin made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #307 holding.
- Patriot Financial Group Insurance Agency first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
- Patriot Financial Group Insurance Agency's Lockheed Martin position peaked at $1.27M in Q1 2026.
- 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.