Pinion 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 | $1.1M | Sell |
1,826
-614
| -25% | -$378K | 0.26% | 65 |
|
|
2025
Q4 | $1.18M | Sell |
2,440
-154
| -6% | -$73.7K | 0.29% | 53 |
|
|
2025
Q3 | $1.26M | Buy |
2,594
+235
| +10% | +$107K | 0.34% | 49 |
|
|
2025
Q2 | $1.09M | Buy |
2,359
+4
| +0.2% | +$1.87K | 0.38% | 48 |
|
|
2025
Q1 | $1.05M | Buy |
2,355
+331
| +16% | +$152K | 0.23% | 66 |
|
|
2024
Q4 | $983K | Sell |
2,024
-66
| -3% | -$36K | 0.39% | 46 |
|
|
2024
Q3 | $1.22M | Buy |
2,090
+103
| +5% | +$55.3K | 0.51% | 35 |
|
|
2024
Q2 | $928K | Sell |
1,987
-47
| -2% | -$21.7K | 0.46% | 40 |
|
|
2024
Q1 | $925K | Buy |
2,034
+128
| +7% | +$56.1K | 0.48% | 40 |
|
|
2023
Q4 | $864K | Buy |
1,906
+66
| +4% | +$29.2K | 0.52% | 38 |
|
|
2023
Q3 | $753K | Buy |
1,840
+88
| +5% | +$39K | 0.49% | 43 |
|
|
2023
Q2 | $806K | Buy |
1,752
+61
| +4% | +$28.3K | 0.55% | 38 |
|
|
2023
Q1 | $799K | Sell |
1,691
-25
| -1% | -$11.7K | 0.75% | 26 |
|
|
2022
Q4 | $835K | Sell |
1,716
-311
| -15% | -$145K | 0.79% | 29 |
|
|
2022
Q3 | $783K | Sell |
2,027
-31
| -2% | -$12.9K | 0.68% | 34 |
|
|
2022
Q2 | $885K | Buy |
2,058
+257
| +14% | +$113K | 0.74% | 33 |
|
|
2022
Q1 | $795K | Sell |
1,801
-63
| -3% | -$25.5K | 0.55% | 49 |
|
|
2021
Q4 | $663K | Sell |
1,864
-330
| -15% | -$114K | 0.45% | 69 |
|
|
2021
Q3 | $757K | Buy |
2,194
+119
| +6% | +$43.1K | 0.61% | 49 |
|
|
2021
Q2 | $785K | Buy |
2,075
+160
| +8% | +$61.5K | 0.63% | 45 |
|
|
2021
Q1 | $708K | Buy |
1,915
+133
| +7% | +$45.6K | 0.65% | 47 |
|
|
2020
Q4 | $633K | Buy |
1,782
+211
| +13% | +$77.6K | 0.67% | 50 |
|
|
2020
Q3 | $573K | Hold |
1,571
| – | – | 0.86% | 44 |
|
|
2020
Q2 | $573K | Sell |
1,571
-149
| -9% | -$56.3K | 0.86% | 44 |
|
|
2020
Q1 | $583K | Buy |
1,720
+141
| +9% | +$55.5K | 1.25% | 29 |
|
|
2019
Q4 | $615K | Buy |
1,579
+78
| +5% | +$29.9K | 1.14% | 21 |
|
|
2019
Q3 | $585K | Sell |
1,501
-187
| -11% | -$70.3K | 1.2% | 20 |
|
|
2019
Q2 | $614K | Sell |
1,688
-92
| -5% | -$30.8K | 1.32% | 11 |
|
|
2019
Q1 | $534K | Buy |
1,780
+26
| +1% | +$7.63K | 0.93% | 40 |
|
|
2018
Q4 | $459K | Sell |
1,754
-266
| -13% | -$80.7K | 0.97% | 44 |
|
|
2018
Q3 | $699K | Sell |
2,020
-39
| -2% | -$12.6K | 1.34% | 11 |
|
|
2018
Q2 | $608K | Sell |
2,059
-16
| -0.8% | -$5.16K | 1.18% | 19 |
|
|
2018
Q1 | $701K | Buy |
+2,075
| New | +$706K | 1.5% | 8 |
|
Other funds holding LMT
VCM
VPM
Pinion Investment Advisors's LMT Position: Q1 2026 in Review
Pinion Investment Advisors reduced its Lockheed Martin (LMT) stake by 25% in Q1 2026, selling an estimated $378K and leaving 1,826 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #65.
Pinion Investment Advisors first reported a position in LMT in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.26M in Q3 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Pinion Investment Advisors held 1,826 shares of Lockheed Martin worth $1.1M as of Q1 2026.
- Pinion Investment Advisors sold 614 Lockheed Martin shares in Q1 2026, an estimated $378K.
- Lockheed Martin made up 0.26% of Pinion Investment Advisors's portfolio in Q1 2026, its #65 holding.
- Pinion Investment Advisors first reported a position in Lockheed Martin in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's Lockheed Martin position peaked at $1.26M in Q3 2025.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.