Pin Oak Investment Advisors’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 | $363K | Hold |
601
| – | – | 0.26% | 72 |
|
|
2025
Q4 | $375K | Hold |
601
| – | – | 0.26% | 71 |
|
|
2025
Q3 | $300K | Buy |
601
+380
| +172% | +$172K | 0.21% | 79 |
|
|
2025
Q2 | $98K | Hold |
221
| – | – | 0.08% | 142 |
|
|
2025
Q1 | $98K | Hold |
221
| – | – | 0.07% | 147 |
|
|
2024
Q4 | $129K | Hold |
221
| – | – | 0.12% | 123 |
|
|
2024
Q3 | $129K | Buy |
221
+7
| +3% | +$3.76K | 0.12% | 124 |
|
|
2024
Q2 | $100K | Hold |
214
| – | – | 0.1% | 129 |
|
|
2024
Q1 | $97K | Hold |
214
| – | – | 0.09% | 134 |
|
|
2023
Q4 | $97K | Sell |
214
-5
| -2% | -$2.21K | 0.1% | 128 |
|
|
2023
Q3 | $90K | Hold |
219
| – | – | 0.1% | 128 |
|
|
2023
Q2 | $101K | Hold |
219
| – | – | 0.11% | 126 |
|
|
2023
Q1 | $104K | Hold |
219
| – | – | 0.13% | 113 |
|
|
2022
Q4 | $107K | Buy |
219
+19
| +10% | +$8.83K | 0.13% | 103 |
|
|
2022
Q3 | $77K | Hold |
200
| – | – | 0.1% | 118 |
|
|
2022
Q2 | $86K | Sell |
200
-11
| -5% | -$4.83K | 0.11% | 117 |
|
|
2022
Q1 | $93K | Buy |
211
+5
| +2% | +$2.03K | 0.1% | 122 |
|
|
2021
Q4 | $73K | Hold |
206
| – | – | 0.07% | 143 |
|
|
2021
Q3 | $71K | Hold |
206
| – | – | 0.08% | 141 |
|
|
2021
Q2 | $78K | Hold |
206
| – | – | 0.08% | 142 |
|
|
2021
Q1 | $76K | Hold |
206
| – | – | 0.06% | 155 |
|
|
2020
Q4 | $73K | Buy |
206
+11
| +6% | +$4.04K | 0.06% | 160 |
|
|
2020
Q3 | $75K | Hold |
195
| – | – | 0.07% | 143 |
|
|
2020
Q2 | $71K | Sell |
195
-41
| -17% | -$15.5K | 0.07% | 148 |
|
|
2020
Q1 | $80K | Hold |
236
| – | – | 0.08% | 143 |
|
|
2019
Q4 | $92K | Hold |
236
| – | – | 0.07% | 142 |
|
|
2019
Q3 | $92K | Hold |
236
| – | – | 0.08% | 151 |
|
|
2019
Q2 | $86K | Buy |
236
+153
| +184% | +$51.2K | 0.07% | 160 |
|
|
2019
Q1 | $25K | Sell |
83
-14
| -14% | -$4.11K | 0.02% | 233 |
|
|
2018
Q4 | $25K | Hold |
97
| – | – | 0.02% | 224 |
|
|
2018
Q3 | $34K | Sell |
97
-9
| -8% | -$2.9K | 0.03% | 218 |
|
|
2018
Q2 | $31K | Buy |
106
+9
| +9% | +$2.9K | 0.02% | 228 |
|
|
2018
Q1 | $33K | Hold |
97
| – | – | 0.03% | 224 |
|
|
2017
Q4 | $31K | Buy |
+97
| New | +$30.6K | 0.02% | 236 |
|
Other funds holding LMT
VCM
VPM
Pin Oak Investment Advisors's LMT Position: Q1 2026 in Review
Pin Oak Investment Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 601 shares worth $363K. The position accounts for 0.26% of the portfolio, ranked #72.
Pin Oak Investment Advisors first reported a position in LMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $375K in Q4 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Pin Oak Investment Advisors held 601 shares of Lockheed Martin worth $363K as of Q1 2026.
- Pin Oak Investment Advisors left its Lockheed Martin share count unchanged in Q1 2026.
- Lockheed Martin made up 0.26% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #72 holding.
- Pin Oak Investment Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Lockheed Martin position peaked at $375K in Q4 2025.
- 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.